Latasha Morris Threatt
Arlington,TN
Summary
Dynamic Life Insurance Agent with a proven track record at New York State DMV, excelling in client service and needs assessment. Expert in insurance policy sales, I build strong relationships and develop tailored financial plans, enhancing client satisfaction and retention. Committed to educating clients, resulting in increased policy awareness and successful conversions.
As seasoned insurance professional, equipped with comprehensive understanding of life insurance products and client needs analysis. Known for unwavering focus on client satisfaction and consistently achieving sales targets. Valued for collaborative approach and adaptability in dynamic environments, with strong analytical and communication skills.
Overview
26
26
years of professional experience
Work History
Life Insurance Agent
Self-employeed
09.2021 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Customer Service Representative
New York State Department of Motor Vehicles
08.2020 - 03.2021
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for services, and company information.
Master Hairstylist
Infusion Hair Salon
07.2013 - 04.2018
- Promoted products and services on social media platforms to increase reach, engage with potential clients and showcase service portfolio.
- Enhanced client satisfaction by providing personalized hair consultations and recommending appropriate styling techniques.
- Kept work areas, tools, and equipment clean and properly sanitized to minimize disease transfer and health risk of shared environment.
- Managed appointment scheduling efficiently, optimizing time management for both clients and stylists.
- Boosted salon revenue by offering innovative styling services and promoting retail product sales.
- Created customized color formulations based on individual client needs, achieving desired results while maintaining hair health integrity.
- Assessed customer hair texture, treatment history, and desired outcome to determine services required.
- Achieved consistent client satisfaction with expert application of hair extensions for added volume or lengthening effects.
Hair Salon Manager
A Great Cut
04.1999 - 07.2013
- Enhanced client satisfaction by providing exceptional customer service and addressing concerns promptly.
- Fostered a positive working environment, resulting in high employee retention rates.
- Handled customer complaints professionally ensuring swift resolution maintaining client trust and loyalty.
- Implemented safety protocols to maintain a clean and sanitary environment for clients and staff alike.
- Managed financial aspects of the business, including budgeting, payroll, and expense tracking.
- Provided guidance to stylists on advanced color techniques, enhancing their skill set and service offerings.
Education
License - Final Expense Insurance
Exam FX
ONLINE10-2022
License - Cosmetology
The Hair Design School
Memphis, TN04-1999
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Needs assessment
- Insurance product expertise
Timeline
Life Insurance Agent
Self-employeed
09.2021 - Current
Customer Service Representative
New York State Department of Motor Vehicles
08.2020 - 03.2021
Master Hairstylist
Infusion Hair Salon
07.2013 - 04.2018
Hair Salon Manager
A Great Cut
04.1999 - 07.2013
License - Final Expense Insurance
Exam FX
License - Cosmetology
The Hair Design School
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