Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tanishia N. Jones

Boca Raton,FL

Summary

Sales professional with commitment to excellence and history of delivering impactful results. Extensive experience in developing and executing sales strategies that align with business objectives. Known for fostering collaborative team environment and adapting to dynamic market conditions. Proficient in client relationship management and strategic planning.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Insurance Sales Agent

Synergy
06.2025 - Current
  • Mentored junior agents on effective sales techniques and customer relationship management strategies.
  • Analyzed market trends to identify new sales opportunities and refine product offerings for competitive advantage.
  • Generated quotes and proposals for clients to match individual needs.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

Insurance Sales Agent

Family First Insurance Advisors
04.2024 - 05.2025
  • Navigated through changes in Managed Care Organizations including Medicare and Medicaid.
  • Contributed to agency success by consistently meeting or exceeding monthly sales targets.
  • Adhered to compliance standards set by government entities and insurance companies.
  • Reduced the cost of medications with federal subsidies.
  • Established strong relationships with clients through effective communication and trust-building strategies.
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Achieved top sales agent status through consistent delivery of outstanding customer service and expert product knowledge.

Insurance Sales Agent

Marketplace Enrollment Center
04.2024 - 04.2024
  • Developed comprehensive insurance plans tailored to client needs, enhancing customer satisfaction and retention.
  • Expanded client base by generating referrals from satisfied customers and networking within the community.
  • Followed up promptly with interested clients to close sales.

Insurance Sales Agent

Insurance Pipeline Inc.
12.2023 - 03.2024
  • Navigated through changes in Managed Care Organizations including the Affordable Care Act.
  • Achieved top sales agent status through consistent delivery of outstanding customer service and expert product knowledge.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Boosted productivity by implementing innovative sales techniques that aligned with client preferences and values.
  • Adhered to compliance standards set by government entities and insurance companies.
  • Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.

Insurance Sales Consultant

Workplace Solutions Group
10.2023 - 11.2023
  • Increased cross-selling opportunities by identifying gaps in clients'' existing coverage and offering comprehensive solutions to meet their insurance needs.
  • Educated prospective customers about the benefits of various insurance types during face-to-face consultations or phone conversations for informed decision-making processes.
  • Assisted clients in navigating policy options based on their individual needs while adhering to company guidelines.


Title Clerk

Off Lease Only Miami
02.2022 - 09.2023
  • Processed vehicle title applications, ensuring compliance with state regulations and accuracy in documentation.
  • Collected taxes and fees, submitted payments and issued receipts.
  • Coordinated communication between departments to expedite title transfers and resolve discrepancies efficiently.
  • Maintained compliance with state regulations by staying up-to-date on changes in laws pertaining to titles and registrations.
  • Negotiated successfully with lienholders to resolve outstanding debt issues impacting clients'' ability to secure clear vehicle titles promptly.
  • Optimized customer experience, responding promptly and professionally to inquiries regarding title status and requirements.

Insurance Sales Agent

GoHealth
06.2020 - 01.2022
  • Boosted overall sales team performance by introducing innovative sales techniques.
  • Improved client understanding of complex insurance products with clear, concise explanations.
  • Fostered strong relationships with clients to ensure high levels of retention and satisfaction.
  • Followed up promptly with interested clients to close sales.

Insurance Sales Agent

Aflac
05.2015 - 05.2020
  • Presented group health insurance options, as well as indemnity insurance through seminars, group presentations, and one-on-one meetings.
  • Trained and mentored junior agents on best practices in sales techniques and customer service.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
  • Maximized revenue growth with proactive lead generation tactics and efficient time management skills.
  • Effectively managed multiple accounts simultaneously, prioritizing tasks based on urgency and importance.
  • Led community outreach programs to raise brand awareness and establish trust within local community.
  • Collaborated with underwriters to expedite approval process for clients.

Life Insurance Agent

American Income Life Insurance Company
03.2015 - 04.2015
  • Developed tailored life insurance solutions to meet client needs and financial goals.
  • Conducted comprehensive policy reviews to ensure alignment with changing client circumstances.
  • Provided expert guidance on risk assessment and policy options to enhance client decision-making.
  • Increased sales of life insurance products through tactical customer outreach.

Campaign Assistant

City of Hope
09.2012 - 11.2014
  • Reviewed yearly budget goals with Senior Vice President and Campaign Director.
  • Oversaw expense reporting and invoice/ contract routing and processing for SE Region.
  • Coordinated travel for over seventy volunteers from Florida to California for the Centennial Celebration.
  • Facilitated Campaign Committee meetings, including date and location, scheduling, attendance, agenda and materials preparation, and taking meeting minutes.
  • Implemented checks and balance system in accounting for the region, while ensuring that all monies from fundraising chapters were picked up and deposited into the Region’s bank account in a timely manner and records of banking were properly reconciled.
  • Assisted in prospect identification, cultivation, and solicitation.
  • Conducted prospect research and maintained Raiser’s Edge database.
  • Served as point person for donor correspondence and gift acknowledgements, special mailings, preparation of donor packets and proposals, and creation of reports and presentations.
  • Maintained an accurate report of campaign progress to date.

Development Office Assistant

City of Hope
10.2008 - 09.2012
  • Managed office communications, ensuring timely response to inquiries and coordination among departments.
  • Developed and maintained filing systems, enhancing document retrieval efficiency and organization.
  • Coordinated logistics for events, ensuring seamless execution through meticulous planning and oversight.
  • Supported staff on special assignments and ad hoc projects.
  • Oversaw the fundraising efforts pf 13 active chapters in the SE Region.
  • Created balance worksheet for chapters to ensure fundraising efforts were in the best interest of the organization.


Education

Bachelor of Arts - Africana Studies, Professional Writing

University of South Florida
Tampa, FL
05-2010

Skills

  • Sales training and leadership
  • Revenue growth
  • Sales funnel management
  • Pipeline development

Certification

  • Notary Public
  • Remote Notary Public
  • 215: Health, Life & Annuities
  • Certified Food Safety Manager

Timeline

Insurance Sales Agent

Synergy
06.2025 - Current

Insurance Sales Agent

Family First Insurance Advisors
04.2024 - 05.2025

Insurance Sales Agent

Marketplace Enrollment Center
04.2024 - 04.2024

Insurance Sales Agent

Insurance Pipeline Inc.
12.2023 - 03.2024

Insurance Sales Consultant

Workplace Solutions Group
10.2023 - 11.2023

Title Clerk

Off Lease Only Miami
02.2022 - 09.2023

Insurance Sales Agent

GoHealth
06.2020 - 01.2022

Insurance Sales Agent

Aflac
05.2015 - 05.2020

Life Insurance Agent

American Income Life Insurance Company
03.2015 - 04.2015

Campaign Assistant

City of Hope
09.2012 - 11.2014

Development Office Assistant

City of Hope
10.2008 - 09.2012

Bachelor of Arts - Africana Studies, Professional Writing

University of South Florida