Tabitha M. Brice
Medon,TN
Summary
Licensed Life Insurance Agent known for productivity and efficiency in task completion. Possesses specialized skills in client needs assessment, policy customization, and regulatory compliance. Excels in communication, empathy, and problem-solving to enhance client satisfaction and retention. Brings focused approach to meeting individual customer requirements with tailored insurance solutions.
Overview
2026
2026
years of professional experience
Work History
License Life Insurance Agent
Transamerica, Gerber, America Amicable
, TN
2004 - Current
- Assisted customers in completing application forms and policy selections.
- Coordinated with underwriters to process insurance applications efficiently.
- Conducted regular follow-ups with clients to address inquiries and concerns.
- Developed personalized insurance plans tailored to client needs and preferences.
- Delivered presentations to potential clients about insurance options and coverage details.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Prepared quotes for prospective customers based on their individual needs.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Educated clients on various types of life insurance policies available in the market.
- Communicated with clients to understand needs and identify best policies for each case.
- Calculated premiums and established payment methods.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Performed administrative tasks such as filing paperwork or updating databases.
- Obtained underwriting approval by completing application for coverage.
- Evaluated current financial situation of clients before recommending any policy changes.
- Negotiated terms of policy with clients to ensure maximum benefit for both parties.
- Provided death benefits by delivering policy proceeds and reassessing client needs.
- Maintained records of client information, including policies and payment history.
- Monitored policy renewals and contacted clients to discuss renewal options and changes.
- Prepared and delivered presentations on life insurance products to groups and individuals.
Education
License Life & Health, Casualty, Accident & Health, Property -
National Insurance Producer Registry
02-2004
Skills
- Customer relationship management
- Relationship building
- Effective communication
- Financial planning
- Insurance sales strategy
- Client account management
- Appointment scheduling
- Policy adjustment
- Insurance policy sales
- Licensing requirements
- Customer engagement
- Professional demeanor
- Life insurance
- Property insurance
- Healthcare common procedure coding system HCPCS
- Sell policies
REFERENCES
References are available upon request
VOLUNTEER EXPERIENCE
- Kingdom Builders Christian Center Church, Chief Operational Officer, 55 Simmons Rd, Pinson, TN, 38366, 1996-07, 2016-12, Provide administrative assistance for the Pastor, Board of Directors, and Ministerial Staff, maintain calendar of events, correspondence, membership records and financial records, and church newsletter.
- Beech Grove CME Church, Church Secretary, Pinson, TN, 38366
Timeline
License Life Insurance Agent
Transamerica, Gerber, America Amicable
2004 - Current
License Life & Health, Casualty, Accident & Health, Property -
National Insurance Producer Registry