Tanya Thompson
Insurance Agent
Crittenden,KY
Summary
Dedicated business professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Agent
State Farm
03.2023 - Current
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Developed and maintained courteous and effective working relationships.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Organized and detail-oriented with a strong work ethic.
- Passionate about learning and committed to continual improvement.
- Paid attention to detail while completing assignments.
- Excellent communication skills, both verbal and written.
- Self-motivated, with a strong sense of personal responsibility.
- Proved successful working within tight deadlines and a fast-paced environment.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Financial Representative
Western & Southern Financial Group
09.2022 - 03.2023
- Met with customers to assess needs, financial status and eligibility.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Identified customer financial service needs to prepare proposals and sell services.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Presented financial plans to clients based on analysis of financial status and goals.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Contacted prospective customers to present service options and explain details.
- Generated leads from customer referrals, industry trade shows and Networking sources.
- Networked with key demographics to identify potential new clients and expand geographic territories.
- Developed and maintained courteous and effective working relationships.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Passionate about learning and committed to continual improvement.
Insurance Agent
Kemper Life
01.2022 - 09.2022
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Collected premiums on or before effective date of coverage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Finalized sales and collected necessary deposits.
- Met with customers to provide information about available products and policies.
Medical Practice Manager
Northern KY Center For Pain
07.2009 - 01.2020
- Communicated effectively with staff members, physicians and patients, employing active listening and interpersonal skills.
- Assessed processes and procedures, complying with OSHA and HIPAA regulations.
- Developed close working relationships with front office and back office staff.
- Implemented onboarding for new employees, which enabled each to effectively learn tasks and job duties.
- Provided outstanding support to entire staff which helped improve process flow and boosted efficiency.
- Developed policies and procedures for effective practice management.
- Created and implemented organizational policies and procedures.
- Assisted with regulatory issues such as compliance.
- Consulted with healthcare professionals on business decisions.
- Developed and maintained electronic record management systems to analyze and process data.
- Trained interns and newly hired team members on office procedures and computer system.
Office Manager
Ehn Family Chiropractic
03.2002 - 07.2009
- Provided outstanding support to entire staff which helped improve process flow and boosted efficiency.
- Developed close working relationships with front office and back office staff.
- Boosted staff morale by offering constructive feedback and specific direction.
- Assessed processes and procedures, complying with OSHA and HIPAA regulations.
- Developed policies and procedures for effective practice management.
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Compared vendor prices and negotiated for optimal savings.
- Evaluated employee records and productivity to complete employee evaluations.
- Developed standard operating procedures for all administrative employees.
- Sourced vendors for special project needs and negotiated contracts.
- Arranged corporate and office conferences for company employees and guests.
- Established and developed strong administrative team by delivering ongoing coaching and motivation and fostering career advancement.
Education
Associate Of Business Administration - Business
Rochester Community And Technical College
Rochester, MNBachelor Of Business Administration - Business Administration And Management
Winona State University
Winona, MN06.1998
Diploma - General Studies
Kenyon-Wanamingo Senior High School
Kenyon, MN06.1993
Skills
- Sales Expertise
- Account Management
- Client Servicing
- Payment Processing
- Financial Reviews
- Driving Growth
- Selling Techniques
- Prospect Leads
Certification
- Licensed Health & Life agent
- Licensed Property & Casualty agent
- Passed SIE
Timeline
Insurance Agent
State Farm
03.2023 - Current
Financial Representative
Western & Southern Financial Group
09.2022 - 03.2023
Insurance Agent
Kemper Life
01.2022 - 09.2022
Medical Practice Manager
Northern KY Center For Pain
07.2009 - 01.2020
Office Manager
Ehn Family Chiropractic
03.2002 - 07.2009
Associate Of Business Administration - Business
Rochester Community And Technical College
Bachelor Of Business Administration - Business Administration And Management
Winona State University
Diploma - General Studies
Kenyon-Wanamingo Senior High School
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