Theresa Peoples
Lithia,FL
Summary
Developed expertise in client relationship management within customer-focused environment. Skilled in analyzing client needs and delivering customized solutions. Possesses foundational knowledge in risk assessment and policy management, coupled with strong communication and organizational skills. Committed to providing exceptional service that enhances customer satisfaction and builds lasting relationships.
Overview
11
11
years of professional experience
Work History
Insurance Agent
Doxa Insurance Agency
01.2020 - Current
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained high standards of customer service by building relationships with clients.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Cross-sold insurance products to existing clients to reach sales targets.
- Agency owner
Coordinator
Sensible Florida
01.2022 - 07.2022
- Entered data, generated validity reports, and produced productivity documents.
- Responded promptly to clients inquiries and addressed concerns professionally.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Recruited and managed a team over 100 petitioners.
- Coordinated with the Human Resource manager to ensure onboarding documents were submitted and filed. Logged hours worked for weekly payroll.
Substitute Coordinator
The State of Florida and the Seminole Compact
09.2021 - 02.2022
- Supported state-wide initiatives by ensuring adequate coverage for certain counties were met and additional staffing was provided.
- Facilitated strong communication between canvassers and client by implementing guidelines allowed and disallowed when communicating the issue with the public.
- Assisted in tracking expenditures, and identifying cost-saving measures where appropriate.
- Streamlined the onboarding process for newly hired petitioners, providing comprehensive training and canvassing locations.
- Completed bi-weekly payroll for 100 plus employees.
Canvassing Team Leader
Let The Voter Decide
01.2019 - 02.2020
- Coordinated recruitment efforts to expand the size of our canvassing group.
- Expanded strategic team-building activities aimed at developing a training program to ensure compliance with the state.
- Campaigned on the Presidential campaign for Kanye West. Qualified Mr. West in Tennessee, North Dakota, Montana, and West Virginia.
- Campaigned on the Presidential campaign for William F. Weld. Attempted to qualify Mr. Weld in Maine for the 2020 run for presidency.
- Managed a training program that recruited, trained, and hired 50 to 100 canvassers per week
- Worked on various ballot initiatives and referendums in Florida, California, Arkansaw, and Ohio.
Substitute Teacher
Hillsborough County Schools
11.2017 - 01.2019
- Fulfilled vacant teacher assignments in the Hillsborough Country School System;
- Taught students in all subject areas, age levels, and grades K-12;
- Implemented classroom management techniques, instructed gifted and special education classes;
- Communicated effectively with teachers, administrators and parents;
- Built a positive rapport with students
Political Canvasser
All for Transportation
06.2018 - 10.2018
- Engaged in face to face contact to acquire clients address, signature, and date of birth for support on a political campaign
- Turned in petition daily and report all findings back to the direct supervisor, including daily performance goals, average interest in the initiative, and bringing new sustaining members into the organization
- Took extra steps to further increase potential client base by educating those not currently ready to support better transportation in Hillsborough County
- Contributed by canvasing door-to-door to gain support of residents in Hillsborough County, FL
- The referendum was passed in the 2018 mid-term election with over 270,000 supporters
Accounts Management
Department of the Treasury
12.2013 - 01.2017
- Provided accounting assistance to hundreds of individual tax payers and businesses primarily through telephone interaction for the Internal Revenue Service;
- Interpreted the tax code to assist taxpayers in understanding and meeting their tax responsibilities;
- Secured, analyzed and protected sensitive personal and financial information;
- Selected to serve on a two-year project as a Subject Matter Expert;
- Received a monetary performance appraisal award for three consecutive years;
Subject Matter Expert
United States Department of the Treasury
01.2015 - 01.2016
- Selected to serve on a two-year project as a Subject Matter Expert
- Assisted the authors in the Internal Revenue Manual (IRM) Process
- Clarified information relating to job aid
- Revised and realigned content for clarity
- When Procedures deviated from the IRM, ensured the content was clarified
Education
MBA - Business
University of The Rockies
Denver, CO05.2013
Skills
- Licensed insurance agent
- Recruitment and Employee Retention
- Customer service
- Policy renewals
- Professionalism and ethics
- Territory expansion
- Marketing strategies
- Email marketing
Timeline
Coordinator
Sensible Florida
01.2022 - 07.2022
Substitute Coordinator
The State of Florida and the Seminole Compact
09.2021 - 02.2022
Insurance Agent
Doxa Insurance Agency
01.2020 - Current
Canvassing Team Leader
Let The Voter Decide
01.2019 - 02.2020
Political Canvasser
All for Transportation
06.2018 - 10.2018
Substitute Teacher
Hillsborough County Schools
11.2017 - 01.2019
Subject Matter Expert
United States Department of the Treasury
01.2015 - 01.2016
Accounts Management
Department of the Treasury
12.2013 - 01.2017
MBA - Business
University of The Rockies
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