Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
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Tami Gentry
Open To Work
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Tami Gentry

Castle Hayne,NC

Work Preference

Desired Job Title

Account ExecutiveInsurance AgentOwner / Principal DesignerMarketing ManagerKey Business Manager

Work Type

Full TimePart TimeContract WorkSeasonal Work

Location Preference

On-SiteRemoteHybrid
Location: Castle Hayne, NC, USWilmington, NC
Open to relocation: No

Important To Me

Work-life balance401k matchCompany CultureFlexible work hours

Summary

Dynamic Account Executive recognized for driving over $2M in revenue while achieving a remarkable 97% client retention rate. Expertise lies in consultative sales and strategic relationship management, delivering tailored insurance solutions that enhance client confidence and loyalty.

Overview

1
1
Certification
31
31
years of professional experience

Work History

Account Executive

Robert Taylor Group
North Carolina
01.2025 - Current
  • Manage the full client lifecycle including prospecting, relationship development, needs analysis, presentations, enrollment, and ongoing client support. Known for building trust quickly and helping clients feel confident navigating coverage decisions.
  • Partner with clients to identify gaps in life, health, supplemental, and ancillary coverage while delivering a consultative, relationship-first experience that drives retention and referrals.
  • Developed relationships with business owners, HR professionals, and individual clients to deliver customized insurance and employee benefits solutions that enhance long-term protection and financial wellness.
  • Leveraged CRM systems and strategic follow-up processes to manage pipeline activity, enhance client engagement, and facilitate sustained business growth.

Insurance Agent

Globe Life Family Heritage Division
Wilmington, NC
01.2025 - Current
  • Delivered personalized supplemental health and life insurance solutions through consultative conversations that addressed client needs and protection goals.
  • Developed business through networking, referrals, and relationship-building, resulting in a consistently growing pipeline of new and repeat clients.
  • Earned recognition for communication skills and responsiveness, simplifying complex coverage options for clients.

Owner / Principal Designer

Blue Tide Interior Designs
North Carolina
01.2021 - Current
  • Founded and built client-focused interior design business specializing in kitchens, baths, and custom cabinetry, enhancing client satisfaction and loyalty.
  • Developed referral-based business through exceptional client service and consultative project management, resulting in increased client retention and project referrals.
  • Managed business operations including sales, contracts, budgeting, vendor partnerships, project coordination, and customer experience, ensuring seamless project execution and high client satisfaction.

Marketing Manager

Carolina Title Group
Raleigh, NC
01.2023 - 01.2025
  • Created opportunities through networking, presentations, training events, and outreach initiatives, enhancing visibility, engagement, and client retention.
  • Built strategic relationships in real estate and legal industries, positioning company as trusted resource and partner, leading to business growth.
  • Collaborated with leadership, attorneys, lenders, and agents to identify business opportunities and strengthen market presence in North Carolina.

Key Business Manager

Reico Kitchen & Bath
Raleigh, NC
01.2019 - 01.2021
  • Consistently generated revenue growth through relationship-building, consultative selling, and high-touch customer service from initial consultation through installation.
  • Managed relationships with builders, contractors, property managers, and residential clients, delivering tailored kitchen and bath solutions that met budget and project goals.
  • Established a reputation for responsiveness and effective communication, guiding clients confidently through significant purchasing decisions.

Account Manager

Optimal Blue
Plano, TX
01.2013 - 01.2016
  • Cultivated client relationships through training, onboarding, strategic support, and ongoing account management, facilitating platform adoption and fostering long-term retention.
  • Transitioned over 125 clients to new platform within one year through proactive communication, trust-building, and effective problem-solving.
  • Managed portfolio of mortgage and financial institution clients, delivering consultative technology solutions to enhance workflow efficiency and operational performance.

National Account Manager

LoanSifter by Optimal Blue
Appleton, WI
01.2008 - 01.2013
  • Generated over $2M annually by developing strong partnerships, identifying growth opportunities, and delivering a consultative sales approach focused on long-term success.
  • Managed relationships with over 900 national mortgage and financial services clients, achieving a 97% client retention rate through proactive engagement and support.
  • Collaborated with executive leadership, technical teams, and clients to enhance product adoption and streamline integrations, resulting in improved customer experience.
  • Recognized for relationship management, strategic communication, and the ability to navigate complex client environments with professionalism and confidence.

Account Executive

EquiFirst Corporation
Edina, MN
01.2007 - 01.2008
  • Cultivated relationships with mortgage brokers and financial professionals in challenging market, sustaining production and client engagement.
  • Delivered product guidance and training while managing pipeline activity and uncovering new business opportunities.
  • Developed and maintained client relationships to ensure satisfaction and retention.
  • Coordinated sales presentations and product demonstrations for prospective clients.
  • Conducted market research to identify new business opportunities and trends.

Account Executive

Fremont Investment & Loan
Long Beach, CA
01.1998 - 01.2007
  • Generated $48M in annual sales during first year by developing strong broker relationships, expanding territory growth, and delivering exceptional client service.
  • Established reputation as trusted advisor in mortgage industry by leveraging market knowledge, responsiveness, and skill in navigating complex financial solutions.
  • Delivered expertise on underwriting guidelines, compliance changes, financial products, and market trends, supporting brokers during dynamic market conditions.

Branch Manager

Atlantic Mortgage Services
Raleigh, NC
01.1995 - 01.1998
  • Oversaw branch operations, developed teams, recruited talent, ensured compliance, and met production goals in fast-paced mortgage environment.
  • Managed daily operations and ensured compliance with industry regulations.
  • Developed strategic plans to improve branch services and customer satisfaction.
  • Mentored and trained employees to enhance business growth, improve customer experience, and streamline operational efficiency.
  • Supervised staff, providing training and support to enhance performance.

Education

Coursework - Surgical Nursing

East Carolina University
Greenville, NC
01-1993

Skills

  • Account Management
  • Consultative Sales
  • Solution Selling
  • Business Development
  • Lead Generation
  • Revenue Growth
  • Pipeline Management
  • Strategic Partnerships
  • Contract Negotiation
  • Customer Relationship Management & Salesforce
  • Sales Presentations
  • Relationship Management
  • Client Retention
  • Cross-Functional Collaboration
  • Customer Experience
  • Networking
  • Communication skills
  • Strategy execution
  • Relationship building and management

Certification

  • North Carolina Life & Health Insurance License
  • North Carolina Real Estate Broker License
  • North Carolina Licensed Appraiser
  • Salesforce Certification
  • CAD Design Certification
  • Houzz Pro Certification

Affiliations

  • Golf
  • Pickleball
  • Tennis
  • Boating

Timeline

Account Executive

Robert Taylor Group
01.2025 - Current

Insurance Agent

Globe Life Family Heritage Division
01.2025 - Current

Marketing Manager

Carolina Title Group
01.2023 - 01.2025

Owner / Principal Designer

Blue Tide Interior Designs
01.2021 - Current

Key Business Manager

Reico Kitchen & Bath
01.2019 - 01.2021

Account Manager

Optimal Blue
01.2013 - 01.2016

National Account Manager

LoanSifter by Optimal Blue
01.2008 - 01.2013

Account Executive

EquiFirst Corporation
01.2007 - 01.2008

Account Executive

Fremont Investment & Loan
01.1998 - 01.2007

Branch Manager

Atlantic Mortgage Services
01.1995 - 01.1998

Coursework - Surgical Nursing

East Carolina University

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