Tammy St.cyr Herrick
Insurance Agent
Windermere,FL
Summary
Property & Casualty Insurance Agent and Case Manager with a proven track record at Great Southeastern P&C and Supreme Life Brokerage. Excelled in maintaining high client retention through integrity and personalized attention. Skilled in policy analysis and crisis management, demonstrating a goal-oriented mindset and commitment to continuous education. Achieved collaborative success by enhancing client outcomes and securing competitive insurance solutions.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Case Manager
Supreme Life Brokerage
04.2023 - Current
- Coordinated team efforts to streamline case management processes.
- Developed crisis management plans for at-risk clients.
- Engaged with clients to identify barriers to access for necessary services.
- Coordinated referrals for clients to ensure timely access to services.
- Developed individualized care plans for improved client outcomes.
- Improved service outcomes with effective team collaboration.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
Property & Casualty Insurance Agent
Great Southeastern P&C
01.2019 - Current
- Maintained high client retention rates with regular follow-ups, personalized attention, and prompt resolution of issues.
- Developed strong relationships with underwriters to secure competitive premiums and coverage options for clients.
- Collaborated with agency partners to coordinate risk management strategies and provide comprehensive solutions for clients'' unique needs.
- Contributed to team success by sharing best practices and collaborating on strategies to achieve shared goals.
- Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
Owner/ Operator
GNC Live Well
01.1997 - 04.2005
- Implemented cost-control measures for increased profitability.
- Led strategic planning meetings to align team objectives with organizational goals.
- Fostered collaboration among team members for improved operational efficiency.
- Identified market trends by conducting regular competitor analysis.
- Trained staff in customer interaction best practices to improve service delivery.
- Managed day-to-day business operations.
Education
Associate Degree In Nursing - Nurse
Seminole State College of Florida
Sanford, FL03.1993
Skills
- Integrity and ethics
- Goal-oriented mindset
- Policy analysis
- Continuing education
- Self- Starter with a sense of urgency
Licensed insurance agent
Insurance sales
Customer needs assessment
Multitasking
Certification
20-44 license
- Florida Driver's License
Timeline
Case Manager
Supreme Life Brokerage
04.2023 - Current
Property & Casualty Insurance Agent
Great Southeastern P&C
01.2019 - Current
Owner/ Operator
GNC Live Well
01.1997 - 04.2005
Associate Degree In Nursing - Nurse
Seminole State College of Florida
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