Summary
Overview
Work History
Education
Skills
Scrum Master Certification
Licensed life and health insurance Agent
Timeline
Generic

Latrelle Armstrong

Richmond,TX

Summary

Experienced insurance professional with leadership expertise in training, policy analysis, and customer service. Skilled in negotiating with underwriters, resolving customer concerns, and mentoring new hires to deliver high-quality results. Adept at managing operational workflows and improving team performance in fast-paced environments.

Overview

9
9
years of professional experience

Work History

Insurance Broker- Team Lead

Wipro
03.2022 - Current
  • Reviewed and corrected policy documents for accuracy, ensuring compliance with insurance regulations.
  • Held regular one-on-one coaching sessions with staff members to encourage personal development.
  • Trained new staff in relevant processes and procedures.
  • Resolved customer complaints and issues promptly, ensuring high levels of satisfaction.

Life and Health Insurance Agent

Gerber Life
10.2021 - 03.2022
  • Sold comprehensive life insurance policies and guided clients through underwriting processes.
  • Negotiated directly with underwriters to secure favorable terms for clients.
  • Exceeded company sales goals for new policies.
  • Upsold products to policyholders and potential new clients.

Loan Document Specialist 2

DISYS
01.2021 - 02.2022
  • Examined and verified information in loan application and closing documents.
  • Reviewed historical customer accounts to assess payment compliance and adherence to loan terms.
  • Evaluated various forms of documentation and reports for accuracy and completeness.

Customer Service Representative

Eteam
03.2021 - 11.2021
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Answered inbound calls, chats and emails to facilitate customer service.

IT Technical Support Specialist

Conduent
09.2020 - 06.2021
  • Provided remote troubleshooting for Apple devices, resolving technical issues efficiently.

Personal Banker

Wells Fargo
06.2016 - 09.2018
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.

Education

Associate of Science - Behavioral Sciences

Lone Star College System
05.2017

Associate of Arts - Art Education

Wharton County College
05.2016

Skills

  • Financial Needs Assessment
  • Performance monitoring
  • Training
  • Policy negotiation
  • Team leadership
  • Customer resolution
  • Salesforce CRM
  • Underwriting principles

Scrum Master Certification

  • Received: 03/12/2022
  • Certificate ID: 001330607

Licensed life and health insurance Agent

  • Licensed in 50 states

Timeline

Insurance Broker- Team Lead

Wipro
03.2022 - Current

Life and Health Insurance Agent

Gerber Life
10.2021 - 03.2022

Customer Service Representative

Eteam
03.2021 - 11.2021

Loan Document Specialist 2

DISYS
01.2021 - 02.2022

IT Technical Support Specialist

Conduent
09.2020 - 06.2021

Personal Banker

Wells Fargo
06.2016 - 09.2018

Associate of Science - Behavioral Sciences

Lone Star College System

Associate of Arts - Art Education

Wharton County College

Similar Profiles

CREATE PROFILE