Open To Work
TaCora Clark-James
Montgomery,AL
Summary
Accomplished Insurance Specialist with over five years in policy servicing and customer engagement. Demonstrated success in surpassing sales targets and enhancing service delivery through effective policy interpretation and issue resolution. Strong skills in risk assessment, policy analysis, and claim processing, ensuring tailored coverage for clients. Proven ability to manage high caseloads in fast-paced environments, delivering optimal solutions while maintaining compliance and client satisfaction.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Insurance Specialist
Progressive Insurance
Montgomery, AL
2024 - Current
- Consistently performed in top percentile, surpassing sales goals by 120% with exceptional availability metrics.
- Handled high-volume calls, clarifying coverage details to enhance client understanding and satisfaction.
- Conducted policy verification to ensure adherence to organizational compliance standards.
- Applied de-escalation strategies to resolve customer issues promptly, fostering loyalty.
- Documented processes meticulously to ensure quality standards and support smooth audit procedures.
Insurance Producer
Acceptance Insurance
Montgomery, AL
2021 - 2024
- Conducted detailed risk assessments for potential clients requiring coverage.
- Educated clients on insurance options to help them make informed decisions.
- Facilitated communication between clients and underwriters, expediting policy approvals.
- Managed client accounts, ensuring timely policy updates and renewals.
- Collaborated with team members to improve customer service effectiveness.
- Reviewed documentation for accuracy and regulatory compliance.
- Resolved discrepancies promptly to uphold client trust.
- Analyzed market trends to adapt offerings and enhance competitive positioning.
Electronic Return Originator
Tax Advantage Group
2013 - 2022
- Delivered 350+ tax returns annually with 98% accuracy.
- Gathered tax data meticulously for precise filings.
- Conducted thorough risk reviews to ensure compliance standards.
- Enhanced client communication strategies, resulting in improved service experience.
- Managed documentation to support operational efficiency and streamline processes.
- Participated in training initiatives for new hires on company protocols.
- Executed account management tasks to strengthen client connections and foster loyalty.
- Supervised loan process from application through closing for punctuality.
Financial Center Manager
Check Into Cash
2019 - 2021
- Processed various financial transactions, including deposits and loan payments.
- Negotiated payment plans with customers to manage overdue accounts.
- Resolved customer issues to enhance service delivery.
- Ensured adequate staff coverage through effective schedule management.
- Supervised team adherence to company policies to ensure compliance.
- Evaluated skillsets of team members for optimal task assignment.
- Oversaw budget monitoring to maintain quality while controlling costs.
- Conducted team meetings to align on project objectives and deadlines.
Education
BBA - Business Administration
South University Montgomery
Montgomery, ALSkills
- Claims documentation
- Policy interpretation
- Risk assessment
- Compliance management
- Incident reporting
- System navigation
- Problem resolution
- Effective time management
- Customer interaction
Certification
- Alabama Property & Casualty Producer
- P&C, Workers' Compensation Adjuster
- Crop Adjuster
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteHybridSalary Range
$60000/yr - $200000/yrTimeline
Insurance Specialist
Progressive Insurance
2024 - Current
Insurance Producer
Acceptance Insurance
2021 - 2024
Electronic Return Originator
Tax Advantage Group
2013 - 2022
Financial Center Manager
Check Into Cash
2019 - 2021
BBA - Business Administration
South University Montgomery