Tamara Kroeger
Phoenix,AZ
Summary
Results-driven professional dedicated to delivering tailored solutions that meet customer needs. Proven ability to establish strong client relationships while consistently providing high-quality service. Agile and adaptable with exceptional communication and customer service skills that foster positive interactions and drive satisfaction. Committed to enhancing customer experiences through a proactive approach and a focus on results.
Overview
23
23
years of professional experience
Work History
Licensed Insurance Sales Professional
USAA Insurance
Phoenix, AZ
10.2025 - Current
- Member Support — Assist members through inbound/outbound calls, email, and digital channels, providing clear, professional communication regarding P&C insurance needs.
- Policy Servicing — Process quotes, bind new business, handle rating, billing, payments, underwriting requirements, coverage changes, and maintain required documentation across multiple states.
- Needs Assessment — Identify and evaluate member needs to deliver accurate, complete insurance advice and solutions that support their financial security.
- Issue Resolution — Diagnose member issues, minimize transfers/escalations, and ensure efficient resolution while maintaining a positive experience.
- Systems Navigation — Operate effectively in a contact‑center environment while navigating multiple business applications to support seamless member interactions.
- Compliance & Risk — Maintain required P&C licenses and ensure all activities comply with regulatory, risk, and internal policy standards.
- Relationship Building — Deepen member relationships by offering appropriate coverage recommendations and reinforcing USAA's mission of service.
CXPro-Project Coordinator
Sunrun Solar Inc.
08.2022 - 07.2025
- Customer Communication and Expectation Management
- Internal Coordination and Project Management-Guiding the solar project through the installation and activation process, coordinating with various internal teams, and external teams (utilities and jurisdictions).
- Problem Solving and Support.
- Documentation and Data Entry-Maintained accurate records of customer interactions in CRM and other systems.
Licensed P&C Agent-Customer Service
Farmers Insurance-Guardian Insurance Agency
03.2003 - 08.2022
- Finalize & Maintain all types of personal & commercial lines insurance policies.
- Promote client retention through service & follow up.
- Research coverage & premium options.
- Follow up with potential clients regarding online quote requests.
- Manage & review agency policy renewals.
- Process & submit applications, payment, corrections, endorsements and cancellations.
- Assist clients through the claims process.
Education
High school-diploma - Compliance
University of Farmers
Certification - undefined
Project management
Continuing education - Compliance
University of Farmers
License - undefined
Arizona state Property & casualty
Skills
- Adaptive team player
- Active listening skills
- Positive Attitude
- Courteous Demeanor
Timeline
Licensed Insurance Sales Professional
USAA Insurance
10.2025 - Current
CXPro-Project Coordinator
Sunrun Solar Inc.
08.2022 - 07.2025
Licensed P&C Agent-Customer Service
Farmers Insurance-Guardian Insurance Agency
03.2003 - 08.2022
Certification - undefined
Project management
License - undefined
Arizona state Property & casualty
High school-diploma - Compliance
University of Farmers
Continuing education - Compliance
University of Farmers