Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tameka Bradford

Spring Valley,CA

Summary

Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Independent Life Insurance Agent

ECA Marketing
San Diego, CA
07.2020 - 06.2024
  • Assist consumers that call in or going online in search of quotes for life insurance products
  • Quickly develop a rapport and use excellent communication skills to identify the prospective client's needs, while being able to listen, explain ideas
  • Maintain and exceed established sales goals, key metrics, standards of performance and compliance
  • Maintain in-depth product knowledge to expertly explain product benefits, accurately inquire about medical history and lifestyle and accurately capture customer's response in order to generate and accurate quote
  • Use strong attention to detail, time management and decision-making skills
  • Ability to frame the conversation strategically and overcome objections to close sales
  • Increased sales by 27% after first full month post sales training with execution of full sales cycle processing from initial lead processing through conversion and closing.

Account Executive

AIG Direct
San Diego, CA
02.2019 - Current
  • Assist consumers that call in or going online in search of quotes for life insurance products
  • Quickly develop a rapport and use excellent communication skills to identify the prospective client's needs, while being able to listen, explain ideas
  • Maintain and exceed established sales goals, key metrics, standards of performance and compliance
  • Maintain in-depth product knowledge to expertly explain product benefits, accurately inquire about medical history and lifestyle and accurately capture customer's response in order to generate and accurate quote
  • Use strong attention to detail, time management and decision-making skills
  • Ability to frame the conversation strategically and overcome objections to close sales
  • Increased sales by 27% after first full month post sales training with execution of full sales cycle processing from initial lead processing through conversion and closing.

Account Specialist

AIG Direct
San Diego, CA
03.2019 - 07.2020
  • Perform initial review of life insurance applications
  • Verify requirements received and prescreen medical and financial inquiries
  • Perform policy maintenance and follow up on pending cases statuses with both insurance carriers and brokers
  • Document and send approvals to brokers
  • Work with sales department and carriers to find alternative placement for declined cases
  • Verify and submit contracts
  • Manager pending, written, approved and issued applications
  • Provide general customer service to prospective clients and agencies.
  • Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
  • Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.

Rock Kids Leader (Volunteer)

Rock Church San Diego
San Diego, CA
06.2015 - 03.2020
  • Supervise children ages 0 to 12 and maintain safe, age appropriate environment, including students with special needs.
  • Receive, check in students, take roll during service, provide security check out for exiting students
  • Teach the week’s study and bible plan through voice, play, activity and or visual programming.
  • Provide snack and assist with projects.
  • Manage and direct youth leaders roles for the day and student ratios.
  • Report end of service student behavior, concerns and updates to Rock kids Coordinator and parents.

Quality Assurance Supervisor

Carroll Enterprises / Small Business Ins. Agency
San Diego, CA
02.2012 - 09.2017
  • Created a Quality Assurance program to be used by the organization that determines quality standards, practices and procedures
  • Ensured departments were within compliance on all telephone interactions
  • Assisted with monitoring and critiquing telephone calls by sales agents and case managers and provided coaching and feedback to employees on quality issues
  • Created reports to record trends and provided feedback analysis to management on training plans
  • Provided new hire training and orientation
  • Provided quarterly and annual evaluations of all subordinates
  • Provided consistent quality training, including telephone skills, client communication and systems training
  • Provided performance management of employees in accordance with HR policy and procedure
  • Organized and developed workflows for efficiency and timely processing of telephone application duties.

TeleApp Supervisor

Carroll Enterprises / Small Business Ins. Agency
San Diego, CA
12.2013 - 04.2016
  • Managed daily operations of a remote insurance tele-application team to complete life insurance applications
  • Hired, trained, coached, developed and appraised representatives
  • Prepared, presented, and implemented initiatives to attain planned goals and objectives
  • Oversaw office, facilities, phones, technology and staff to meet stated goals and objectives
  • Troubleshot as necessary in any of these areas to avoid interruptions in calling schedules
  • Coached team members to reach agreed upon goals and metrics
  • Provided consistent quality training, including telephone skills, client communication and systems training
  • Provided feedback through remote monitoring and side by side call observation
  • Counseled, recorded and discipline as necessary in accordance with HR policy and procedure
  • Met with Human Resources on a weekly basis for training and implementation of any laws, regulations or policies and to report personnel matters
  • Initiated and managed distribution of work assignments
  • Organized and developed workflows for efficiency and timely processing of telephone application duties
  • Created reports to analyze and manage campaign initiatives as well as for reporting success levels to management.

Quality Assurance Analyst

Carroll Enterprises / Small Business Ins. Agency
San Diego, CA
02.2012 - 12.2013
  • Created an entire QA program for the Metweb (MetLife) sales campaign
  • Performed daily quality assurance observations and monthly evaluations to licensed agents
  • Designed reports to analyze call data to improve sales and the customer experience
  • Provided coaching and training to employees and agents on an individual and small group basis
  • Provided feedback and recommendations to supervisors and managers
  • Held daily and weekly staff meetings to obtain feedback and suggestions for improving performance and creation of recognition programs
  • Participated in QA team calibrations across the business
  • Ensured compliance of internal and external policies, procedures and call quality standards
  • Trained new hires on policy and procedure related to Quality Assurance.

Administrative Coordinator / Plant Operations Dept

Alvarado Hospital
San Diego, CA
03.2005 - 12.2009
  • Act as liaison between Department Director and hospital staff
  • Managed, prioritized, scheduled and maintained Director's daily calendar to ensure attendance at various meetings
  • Manage submission of necessary documentation in a timely basis
  • Initiate calls for service as and follow-up to ensure proper and complete resolution
  • Manage department budget by processing and tracking all purchase orders and incoming invoices
  • Attend meetings and conference calls related to hospital facilities planning
  • Record and approve payroll edits for department staff
  • Prepare and maintain department records and reports
  • Direct the daily work of the maintenance staff
  • Create monthly work schedule for department staff
  • Assist in annual evaluations for department staff
  • Assist Human Resources with the new hire and performance management processes
  • Coordinate and schedule work from vendors for various construction projects
  • Assist in the bidding process and compile bid packages
  • Prepare presentation materials and correspondence for contracting and leasing of medical office space.

Teacher’s Aide

San Diego Unified School District
San Diego, CA
04.1995 - 04.1996
  • Supervise students with special learning needs.
  • Develop learning plans and administer to students with learning disabilities.
  • Create reports for teachers and staff to analyze strengths and weaknesses in learning patterns.
  • Evaluate student progress and perform evaluations for parents and teachers for review.
  • Consistently motivate and coach students to improve the overall learning process.
  • Assisted teachers with supervision and care of group of children.
  • Supported student physical, mental, and social development using classroom games and activities.
  • Supported student learning objectives through personalized and small group assistance.
  • Maintained safety and security by overseeing students in recess environments.

Education

Bachelor of Arts - Architecture And Design

Design Institute of San Diego
San Diego, CA
05.2012

Associate of Science - Social Sciences

Thomas Nelson Community College
Hampton, VA
12.2004

Skills

  • Training and Coaching: Excellent
  • Communication Skills: Excellent
  • Documentation: Excellent
  • Leadership: Excellent
  • Reporting: Excellent
  • Process development and implementation: Excellent
  • Written and verbal communication
  • Customer Service
  • Interpersonal Skills
  • Relationship building and management

Certification

California Life and Health License

Timeline

Independent Life Insurance Agent

ECA Marketing
07.2020 - 06.2024

Account Specialist

AIG Direct
03.2019 - 07.2020

Account Executive

AIG Direct
02.2019 - Current

Rock Kids Leader (Volunteer)

Rock Church San Diego
06.2015 - 03.2020

TeleApp Supervisor

Carroll Enterprises / Small Business Ins. Agency
12.2013 - 04.2016

Quality Assurance Supervisor

Carroll Enterprises / Small Business Ins. Agency
02.2012 - 09.2017

Quality Assurance Analyst

Carroll Enterprises / Small Business Ins. Agency
02.2012 - 12.2013

Administrative Coordinator / Plant Operations Dept

Alvarado Hospital
03.2005 - 12.2009

Teacher’s Aide

San Diego Unified School District
04.1995 - 04.1996

Bachelor of Arts - Architecture And Design

Design Institute of San Diego

Associate of Science - Social Sciences

Thomas Nelson Community College
California Life and Health License
Tameka Bradford