Professional Summary
Overview
Work History
Education
Skills
Certification
Timeline

Payton Taylor

Quality Insurance Solutions
Elkhart,IN
Payton Taylor
1
Certification
9
years of professional experience

Financial Management graduate with experience in insurance, customer service, and client relations. I enjoy working with people, building relationships, and helping solve problems. I’m looking to bring my experience into a new opportunity in property management and continue developing my professional skills.

Work History

Bartender

2 Years 2 Months
Iechyd Da Brewing Company | 08.2024 - Current
  • Provide professional, personable service in a fast-paced environment while managing multiple customer needs.
  • Resolve customer concerns, handle transactions accurately, and work collaboratively with team members.

Independent Insurance Agent

2 Years 4 Months
Quality Insurance Solutions | 06.2024 - Current
  • Manage an independent insurance practice, including client relationships, prospecting, scheduling, applications, documentation, and follow-up.
  • Build business through referrals, community relationships, and personalized service; conduct in-home appointments and travel to clients.
  • Temporarily managed client service for another agent during the relocation of her practice, maintaining her book of business and resolving client concerns.

Insurance Sales Representative

8 Months
Bankers Life | 10.2023 - 06.2024
  • Educate clients on various insurance products, assisting them to make informed decisions that suit their needs.
  • Build strong relationships with clients through consistent communication and personalized recommendations.
  • Work closely with other team members to optimize sales strategies and achieve regional goals.
  • Mentor junior agents, sharing industry insights and best practices for success in the field.
  • Contact potential clients through cold calls and door-to-door interactions.

Waitress & Line Cook

5 Years 6 Months
Buffalo Wild Wings | 07.2017 - 01.2023
  • Provided high-volume customer service, resolved customer concerns, coordinated with kitchen and front-of-house staff, and handled cash and credit-card transactions.

Finance Intern

3 Months
Kem Krest | 05.2022 - 08.2022
  • Assisted with month-end closing, verified journal entries, organized audit documentation, and reviewed parts log.

Education

Bachelor of Science - Public Financial Management

Indiana University | Bloomington, IN | 05-2023
  • O'Neill School of Public and Environmental Affairs
  • Minor(s): Nonprofit Management; Human Development/Family Studies
  • Relevant Coursework: Financial Management; Financial & Cost Benefit Analysis; Fundamentals of Economics for Business
  • GPA: 3.52/4.00

Skills

Customer service
Clear and effective communication
Patience and tolerance
Professional appearance
Client focus and assistance
Highly reliable

Certification

Life, Accident, and Health Insurance License — Indiana

Timeline

Bartender

Iechyd Da Brewing Company
08.2024 - CurrentRead More

Independent Insurance Agent

Quality Insurance Solutions
06.2024 - CurrentRead More

Insurance Sales Representative

Bankers Life
10.2023 - 06.2024Read More

Finance Intern

Kem Krest
05.2022 - 08.2022Read More

Waitress & Line Cook

Buffalo Wild Wings
07.2017 - 01.2023Read More

Indiana University

Bachelor of Science from Public Financial Management
Read More
Payton Taylor