Professional Summary
Overview
Work History
Education
Skills
Certification
Timeline

Leilani Thompson

Tranzact Insurance Solutions
Dallas,TX
1
Certification
6
years of professional experience

Dedicated insurance professional with proven skills in client relationship management and upselling. Committed to enhancing client understanding and satisfaction through effective communication.

Work History

Licensed Insurance Agent

4 Months
Tranzact Insurance Solutions | 06.2026 - Current
  • Assisted clients in selecting appropriate insurance policies based on individual needs and circumstances.
  • Educated clients on policy terms, coverage options, and claims processes to enhance understanding.
  • Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
  • Utilized CRM software to manage client information and track policy updates accurately.

Server/Bartender

6 Months
Batbox | 10.2025 - 04.2026
  • Provided exceptional customer service in a fast-paced environment, ensuring guest satisfaction.
  • Prepared and served beverages accurately according to established recipes and standards.
  • Maintained cleanliness and organization of the bar area, adhering to health and safety regulations.
  • Assisted in managing inventory, tracking stock levels of supplies and ingredients efficiently.

Server

11 Months
Culpepper Cattle Co. | 10.2024 - 09.2025
  • Provided exceptional customer service by promptly addressing guest inquiries and concerns.
  • Efficiently managed table assignments to optimize seating and minimize wait times.
  • Collaborated with kitchen staff to ensure timely food delivery and presentation standards.
  • Maintained cleanliness and organization of dining areas, enhancing overall guest experience.

Lead Server

2 Years 4 Months
Shell Shack | 01.2021 - 05.2023
  • Supervised daily operations, ensuring exceptional service and adherence to company standards.
  • Trained and mentored new servers on menu knowledge and service techniques.
  • Coordinated team schedules to optimize workflow and enhance customer satisfaction.
  • Implemented process improvements that reduced wait times during peak hours.

Education

High School Diploma

W H Adamson High School | Dallas, TX

Skills

Insurance sales
Product knowledge
Client management
Policy analysis
Account management
Upselling
Customer service

Certification

  • license to sell insurance - 2026

Timeline

Licensed Insurance Agent

Tranzact Insurance Solutions
06.2026 - CurrentRead More

Server/Bartender

Batbox
10.2025 - 04.2026Read More

Server

Culpepper Cattle Co.
10.2024 - 09.2025Read More

Lead Server

Shell Shack
01.2021 - 05.2023Read More

W H Adamson High School

High School Diploma
Read More
Leilani Thompson