Tammy Richardson
Alpharetta, GA,GA
Summary
Driven Life/Health Insurance Agent with 2.5 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Life/Health Insurance Agent position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
TranzAct
03.2022 - Current
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Educated clients on insurance policies and procedures.
- Worked with sales team to collaboratively reach targets, and consistently meeting.
- Conducted annual reviews of existing policies to update information.
- Monitored customer feedback and identified areas of improvement.
Life Insurance Agent
Family First Life
01.2022 - Current
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Marketed life insurance products to increase customer bases and revenue.
- Increased sales of life insurance products through tactical customer outreach.
- Promoted products and services using upselling and other sales strategies.
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
- Calculated premiums and established payment methods for sales.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Generated leads through cold-calling, networking and other outreach methods.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
Life Insurance Sales Agent
Primerica
03.2021 - 01.2022
Beautician
Beautiful Salon
09.2015 - 04.2020
- Kept work areas, tools, and equipment clean and properly sanitized to minimize disease transfer and health risk of shared environment.
- Suggested treatments and styles to suit customer appearance and fashion choices.
- Shampooed, conditioned, cut, colored and styled hair, following individualized client specifications and product recommendations to increase return customer base.
- Scheduled customer appointments and rearranged individual time slots to meet demand.
- Helped clients achieve desired looks for daily wear and special events by designing makeup strategies for each scenario.
- Grew sales with great work ethic, individualized beauty care plans and positive attitude.
- Modernized salon care by staying up-to-date on trends and introducing new beauty techniques.
- Demonstrated high level of customer service to increase retention and satisfaction.
- Answered phone calls and emails to schedule client appointments.
- Booked appointments, answered phones, greeted clients, handled payments, and created client service tickets.
- Developed new techniques to improve appearance of customer and provide different looks.
- Maintained client treatment records and designed long-term care programs for return customers.
- Researched latest trends in hair and makeup to stay updated on color, style, and technique.
- Attended regular trainings and workshops to maintain cosmetology license and stay current on technique and skills.
Customer Service Representative
Christ Community
04.2014 - 05.2018
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
- Provided primary customer support to internal and external customers.
- Educated customers about billing, payment processing and support policies and procedures.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Developed and updated databases to handle customer data.
Beautician
Platinum Clippers Hair Salon
06.2008 - 09.2015
Education
Insurance License - Insurance
ExamFx
Online02.2021
Certificate - Microblade & Shade Course
Beauty Angels Academy
Los Angeles, CA02.2019
Cosmetology License - Cosmetology
Pyramid Beauty School
Memphis, TN05.2008
Skills
- Providing Feedback
- Insurance Sales
- Insurance Program Analysis
- Continuous Education
- Policy Management Expertise
- Agent Support
- Policy Adjustment Knowledge
- Individualized Support
- Health Insurance Industry Knowledge
- Production Goals
- Customer Service
- Persuasive Selling
- Team Training
Certification
- Licensed Life/Health Insurance Agent - 02/2021 & 01/2022
- Certified Microblade & Shade Course, Beauty Angels Academy - 02/16/2019
Timeline
Insurance Sales Agent
TranzAct
03.2022 - Current
Life Insurance Agent
Family First Life
01.2022 - Current
Life Insurance Sales Agent
Primerica
03.2021 - 01.2022
Beautician
Beautiful Salon
09.2015 - 04.2020
Customer Service Representative
Christ Community
04.2014 - 05.2018
Beautician
Platinum Clippers Hair Salon
06.2008 - 09.2015
Insurance License - Insurance
ExamFx
Certificate - Microblade & Shade Course
Beauty Angels Academy
Cosmetology License - Cosmetology
Pyramid Beauty School
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