Maci Mattison Tucker
Sulphur Springs,TX
Summary
Esteemed Property and Casualty Insurance Agent with excellent verbal and critical thinking skills. Highly effective at juggling multiple responsibilities at once and providing friendly service.
Overview
7
7
years of professional experience
Work History
Office Manager/Insurance Agent
Mattison Insurance Agency, Inc.
Greenville, Texas
09.2018 - 01.2022
- Cultivated new business by offering presentations on financial well-being and insurance options to individuals and groups.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients using direct marketing mailings and phone contacts.
- Sold auto, home, commercial and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Maintained high standards of customer service by building relationships with clients.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Upsold additional products and services after identifying customer needs and requirements.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Obtained underwriting approval by completing application for coverage.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Identified and solicited sales prospects in agency databases.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Collected, analyzed and validated agency commissions.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Remained impartial in order to advise clients based on circumstances.
- Finalized sales and collected necessary deposits.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
High School Government Teacher
Sulphur Springs Independent School District
Sulphur Springs, Texas
09.2016 - 12.2017
- Fostered positive and pleasant classroom culture while maintaining learning development goals.
- Used computers, audio-visual aids, and other equipment to supplement presentations.
- Developed communicative relationships with students and parents to support learning.
- Assessed and improved lesson plans through implementation and experimentation.
- Inspired academic success based on belief that all students can achieve excellence, regardless of background.
- Created study guides, research materials, and syllabi for students.
- Delivered audio-visual presentations on platforms such as PowerPoint, Prezi and Google Slides.
- Created engaging lesson plans, fostered culture of discovery and provided well-organized classroom structure to help students succeed in program.
- Helped students develop important learning skills and good study habits useful in trade school or college education.
- Monitored completed student material for evidence of cheating, plagiarism or other wrongdoing.
- Kept abreast of technological advances in mathematics and adapted curriculum for individual, small group and remedial instruction to meet diverse needs of high school students.
- Prepared students for local and national skills competitions.
- Utilized curriculum which reflected diverse educational, cultural and linguistic background of student body.
- Evaluated students' academic and social growth, kept appropriate records and prepared progress reports to gauge performance.
Office Manager/Legal Assistant
Law Office Of Jonathan A. Newsom
Sulphur Springs, Texas
01.2014 - 09.2016
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Generated reports and typed letters in Word and prepared PowerPoint presentations.
- Scheduled office meetings and client appointments for staff teams.
- Managed Access databases converting complex data into easy-to-interpret data.
- Coordinated bookkeeping activities in QuickBooks and Lawson.
- Processed invoices and expenses using QuickBooks to facilitate on-time payment.
- Executed record filing system to improve document organization and management.
- Handled client correspondence and tracked records to foster office efficiency.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Managed accounts and client records of clients, observing confidentiality and extreme discretion.
- Prepared for trials, conducting legal research and drafting pleadings.
- Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
- Reviewed wide-ranging contracts and agreements and summarized terms for easy assessment.
- Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
- Prepared drafts of forms, letters and agreements for legal staff use.
- Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
- Helped with intake of new clients and materials by setting up files and documenting important information.
- Generated pleadings and other legal documents for review by attorneys and paralegals.
- Completed electronic filings, initiated billing statements and managed firm administrative matters.
- Scheduled appointments, court appearances and depositions for busy law firm.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Completed document revisions, court document filings, travel arrangements and client billing.
- Developed positive working relationship with courts, clients, law enforcement members and attorneys.
- Reviewed, edited and proofread legislation drafts for proper grammar, spelling, punctuation and formatting.
Education
Bachelor of Arts - Political Science And Government
Columbus State University
Columbus, GA12.2008
Skills
- Administrative Functions
- Underwriter Selection
- Insurance Coverage Verification
- Underwriter Collaboration
- Service-Oriented
- Verbal and Written Communication
- Policy Feature Explanations
- Policyholder Communication
- Critical Thinking
- Upselling and Cross-selling
- Asset Protection
- Relationship Building
- Property and Casualty Insurance Sales
- Customer Account Review
Timeline
Office Manager/Insurance Agent
Mattison Insurance Agency, Inc.
09.2018 - 01.2022
High School Government Teacher
Sulphur Springs Independent School District
09.2016 - 12.2017
Office Manager/Legal Assistant
Law Office Of Jonathan A. Newsom
01.2014 - 09.2016
Bachelor of Arts - Political Science And Government
Columbus State University
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