Lela Tomlinson
Elkton,KY
Summary
Results-driven Licensed Insurance Agent with expertise in client relationship management, regulatory compliance, and insurance policy analysis. Proven ability to educate clients and enhance their understanding of coverage options.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
HPOne
Elkton, KY
08.2025 - Current
- Guided clients in selecting tailored insurance plans aligned with individual needs.
- Informed clients about policy details, coverage options, and available benefits to enhance understanding.
- Recognized and leveraged opportunities to cross-sell additional policies or services to existing customers.
- Processed applications and maintained accurate client records in the system.
- Maintained accurate records of client information including contact details and policy changes.
- Maintained compliance with industry regulations during all client interactions and transactions.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Licensed Insurance Agent
TTEC
Elkton, Kentucky
02.2017 - 12.2017
- Guided clients in selecting tailored insurance plans that align with individual needs.
- Performed customer needs assessments to pinpoint optimal coverage levels and options.
- Informed clients about policy details, coverage options, and available benefits to enhance understanding.
- Conducted follow-up calls to ensure client satisfaction with provided services.
- Utilized CRM software to track client interactions and manage leads effectively.
- Processed applications and maintained accurate client records in the system.
- Maintained compliance with industry regulations during all client interactions and transactions.
- Participated in training sessions to enhance product knowledge and sales techniques.
Education
Health And Life Insurance Certificate - Health And Life Insurance
Xcel
Remote06-2025
Dental Assisting Certificate - Dental Assisting
Tongue Pointe JCC
Astoria, OR02-1999
Skills
- Insurance policy analysis
- Regulatory compliance
- Sales techniques
- Client management
- Needs assessment
- Customer education
- Data entry accuracy
- Communication skills
Certification
- Licensed Life and Health Insurance agent
- Licensed dental assistant
- Lcensed in radiology
- Data entry certificate
Timeline
Licensed Insurance Agent
HPOne
08.2025 - Current
Licensed Insurance Agent
TTEC
02.2017 - 12.2017
Health And Life Insurance Certificate - Health And Life Insurance
Xcel
Dental Assisting Certificate - Dental Assisting
Tongue Pointe JCC