Tammie Bonham
Grapevine
Summary
Results-driven health insurance advisor with expertise in client relations and risk assessment. Developed customized insurance plans that enhance client satisfaction and ensure policy compliance. Proven ability to analyze client needs and deliver tailored solutions.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Health Insurance Advisor
US Health Advisors
Grapevine
10.2019 - Current
- Advised clients on tailored insurance options and policy coverage, enhancing client satisfaction and retention.
- Developed customized insurance plans addressing diverse client requirements.
- Collaborated with underwriters to assess risks and determine appropriate coverage levels.
- Educated clients on risk management strategies to minimize potential losses effectively.
- Conducted policy reviews, ensuring compliance with industry standards.
- Resolved client inquiries and concerns promptly, ensuring a high standard of customer service.
- Cultivated new client relationships through cold calling and referrals, expanding client base and increasing potential revenue.
- Prepared documents including applications, endorsements, renewals, and cancellations efficiently.
Senior Marketing Manager
Dr. Carter
Dallas
01.2018 - 05.2019
- Led cross-functional teams in executing multi-channel marketing campaigns.
- Developed comprehensive marketing strategies that increased brand visibility and engagement.
- Managed digital marketing platforms that enhanced targeted outreach initiatives.
- Analyzed market trends to identify opportunities for product positioning and growth.
- Collaborated with stakeholders to align marketing goals with business objectives.
- Oversaw budget allocation for marketing projects to maximize resource utilization.
- Mentored junior staff on best practices in campaign management and execution.
- Conducted regular market research to inform strategic decision-making processes.
Education
Associate of Arts - Graphic Design
ATI Training Institute
Dallas, TX10-1998
Skills
- Risk assessment
- Risk assessment techniques
- Policy compliance
- Insurance policy documentation
- Client relations
- Account management
- Sales strategy
- Communication skills
- Risk assessment
Certification
- Texas Health & Life Insurance License
- Health Insurance - Licensed in 20 States
Timeline
Health Insurance Advisor
US Health Advisors
10.2019 - Current
Senior Marketing Manager
Dr. Carter
01.2018 - 05.2019
Associate of Arts - Graphic Design
ATI Training Institute