Tammy Maynard
Summary
Proven Insurance Agent and Office Manager at Lindsay Insurance, adept in client retention and policy knowledge. Demonstrated professionalism through exceptional customer service, enhancing client trust and loyalty. Excelled in account management, ensuring compliance and confidentiality. Achieved sales targets by effectively cross-selling insurance products, showcasing a blend of hard and soft skills.
Overview
36
36
years of professional experience
Work History
Insurance Agent
Lindsay-Holloway Insurance
Columbiana
08.1988 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Office Manager
Lindsay Insurance
135 South Main Columbiana, Ohio 44408
08.1988 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
Education
High School Diploma -
Leetonia High School
Leetoia, Ohio05.1977
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Customer follow-up
- Auto insurance
- Policy Knowledge
- Client Retention
- Account Management
Timeline
Insurance Agent
Lindsay-Holloway Insurance
08.1988 - Current
Office Manager
Lindsay Insurance
08.1988 - Current
High School Diploma -
Leetonia High School