Lisa C. Taranto
Wimauma
Summary
I have more than 20 years of experience in riding horses, teaching, and training others to ride and compete. I became the only trainer in my geographical region of Florida to obtain certification by the United States Hunter Jumper association. In one of several management roles, I executed the business design of an equestrian boarding and training facility from concept to logo to facilities design to a fully functioning business, continuing to run the operation for over a year after opening. Now, I would like transition from the physically taxing lifestyle of horsemanship into a role with a company that can utilize my experience and effort to serve in a customer support role while working from home and continuing my education. My lifetime of customer recruiting, development, and training coworkers will translate well to the team environment of a virtual call center, and I look forward to joining an organization where I can work my upward and assist in call center operations in the future.
Dynamic Licensed Insurance Agent with expertise in customer service, account management, and compliance. Proven ability to educate clients on health insurance options and process applications efficiently.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Agility Health Group
Deerfield
06.2025 - Current
- Assisted clients in selecting appropriate health insurance plans.
- Educated customers on policy details and coverage options.
- Processed insurance applications and managed client records efficiently.
Licensed Insurance Agent
Complete Health Advisors
02.2025 - 06.2025
- Sales
- Customer Service
- Account management
- Assisted clients in selecting appropriate health insurance plans.
- Educated customers on policy details and coverage options.
- Maintained compliance with industry standards and company policies effectively.
Licensed Health Insurance Agent
e-Telequote Insurance
Clearwater
09.2024 - 01.2025
- Handling inbound and outbound calls
- Gathering needs through questions
- Being empathetic
- Comparing plans to find the right solution for my client
- Following up on my client's experience and how they are doing with their plan
Finra Team Member Customer Care
Tata Consultancy Services
Saint Petersburg
03.2022 - 02.2023
- Handling incoming customer calls in a virtual high volume call center environment
- Managing accounts, including performing transactions. Updating information, answering questions regarding payments, allocations, and making changes to preferred stocks
- Exceeding daily performance metric such as compliance, productivity, and quality scores
- Self study and passing both the SIE and Series 6 exams
Barn Manager
Therhappy Therapy Services
Hudson
01.2020 - 02.2022
- Responsible for interviewing and hiring independent contractors to assist with the daily tasks of primary care for 12+ horses used in equine therapy for underprivileged children and children with handicaps
- Assisting speech, occupational, and physical therapists while conducting hippotherapy
- Teaching up to 12 children ages 4-14 horsemanship in an outdoor classroom environment
- Scheduling appropriate horses for use in up to 20-25 weekly therapy sessions for all disciplines of therapy
- Ordering, purchasing, and invoicing for all supplies needed for management of the barn
- Training new independent contractors to care for animal staff and perform hippotherapy assistance
Assistant Trainer
North Star Farms
Lutz
02.2018 - 11.2018
- Riding and teaching riding lessons
- Scheduling riders and horses for competition in horse shows
Trainer
Winding Oaks Equestrian Center
Brookesville
06.2017 - 01.2018
- Training over 20 client hunter/jumper show horses
- Scheduling up to 30 riding and lessons per week
- Riding and teaching riding lessons
Remote Customer Service Representative
Home Shopping Network
Holiday
10.2016 - 05.2017
- Interviewing, onboarding, and complete training entirely from home/remote
- Taking high volume inbound calls from home for HSN customers
- Resolving account issues, arranging returned orders
- Executing sales requests over the phone
- Compliance with quality assurance standards of recorded phone calls
Barn Manager/ Trainer
Redwood Farm
Hudson
02.2015 - 09.2016
- Hired specifically to design and execute the business concept of a new equestrian boarding facility
- Designed plan for all facilities layout for the 10 acre business including barn, tack room, arena, paddocks, perimeter fence
- Designed the business logo and had all marketing materials and business sign manufactured
- Riding and training of horses, teaching lessons for clients, generating new business
Barn Manager/ Trainer
Country Lace Acres
New Port Richey
12.2005 - 01.2015
- Primary caretaker for 20+ horses over the period of a decade plus, overseeing medications, wounds, and recovery from injury
- Birthed and started several young horses to show and compete as hunter/jumpers
- Multiple year end awards as highest point earners in various circuits of hunter/jumper competition
- Cumulative prize money earnings of approximately $50,000 of horses I trained for showing
Education
Some - Psychology
Southern New Hampshire University
Did not complete - Business Administration
St. Leo University
Skills
- Equine-Assisted Therapy
- Interviewing
- Sales
- Recruiting
- Employee orientation
- Primary care
- Logo design
- Customer support
- Customer service
- Quality assurance
- Equine experience
- Procurement
- Account management
- Marketing
- Policy analysis
- Health insurance regulations
- Application processing
- Compliance management
- Customer relationship management
- Effective communication
- Problem solving
- Telephone etiquette
Certification
- AHIP, 09/2024, Present
- Health Insurance License, 09/2024, Present
- Driver's License
- Securities Industry Essentials
- Series 6
Personal Information
Authorized To Work: US for any employer
Timeline
Licensed Insurance Agent
Agility Health Group
06.2025 - Current
Licensed Insurance Agent
Complete Health Advisors
02.2025 - 06.2025
Licensed Health Insurance Agent
e-Telequote Insurance
09.2024 - 01.2025
Finra Team Member Customer Care
Tata Consultancy Services
03.2022 - 02.2023
Barn Manager
Therhappy Therapy Services
01.2020 - 02.2022
Assistant Trainer
North Star Farms
02.2018 - 11.2018
Trainer
Winding Oaks Equestrian Center
06.2017 - 01.2018
Remote Customer Service Representative
Home Shopping Network
10.2016 - 05.2017
Barn Manager/ Trainer
Redwood Farm
02.2015 - 09.2016
Barn Manager/ Trainer
Country Lace Acres
12.2005 - 01.2015
Some - Psychology
Southern New Hampshire University
Did not complete - Business Administration
St. Leo University