Tamara Tamblyn

· Provided comprehensive life and health insurance solutions to a diverse client base, focusing on individual needs and recommending appropriate coverage options

· Developed personalized insurance plans that led to a significant increase in policy sales over 12 months, boosting overall agency revenue

· Implemented a structured follow-up system for client consultations, improving retention rates by 35% and enhancing customer satisfaction

· Collaborated with underwriters to streamline the application process, reducing approval times and improving service efficiency

· Guided clients through applications, negotiated favorable terms, and ensured policy alignment with personal goals to enhance satisfaction and retention

· Maintained ongoing communication and support, fostering long-term relationships and generating referrals through consistent follow-ups

· Performed strategic needs analysis to identify coverage gaps and guide personalized policy reviews