Tasha Altimore
Jacksonville,FL
Summary
Detail-oriented Life Insurance Producer recognized for strong client relationship building and time management skills. Experienced in delivering personalized insurance solutions that enhance client satisfaction and retention. Dedicated Life Insurance Producer with expertise in customized insurance planning, client assessment, and problem-solving. Committed to fostering client relationships and ensuring satisfaction through tailored solutions. Results-driven professional skilled in designing customized life insurance plans and conducting thorough client assessments. Proven ability to manage client relationships effectively while ensuring compliance and satisfaction throughout policy terms.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Life Insurance Producer
Self Employed Services
Jacksonville, FL
02.2024 - 12.2025
- Designed customized life insurance plans tailored to diverse client needs.
- Conducted comprehensive client assessments to identify optimal coverage options.
- Delivered continuous support and service throughout policy terms for enhanced client satisfaction.
- Participated in industry seminars to remain informed on trends and regulations.
Secretary
The Tree Surgeon
Fernandina Beach, Florida
03.2025 - 09.2025
- Managed scheduling for appointments and consultations with clients to optimize time allocation.
- Coordinated communication between clients and tree care specialists to ensure clarity.
- Developed and implemented efficient office procedures, enhancing workflow productivity.
- Maintained organized filing systems for confidential documents, facilitating easy retrieval.
- Assisted in preparing invoices and processing payments for services rendered.
- Performed data entry into computer systems, ensuring accuracy of information.
- Handled incoming calls, addressing inquiries and directing them to appropriate staff.
- Responded to customer inquiries via email or telephone in a professional manner.
Daycare Assistant
Amelia Island Academy
Fernandina Beach, FL
09.2020 - 06.2021
- Monitored children's behavior to ensure safety in play areas and activities throughout day.
- Supported lead teachers in implementing lesson plans and educational activities.
- Organized playtime and structured games to foster social skills development.
- Communicated with parents regarding children's progress and individual needs.
- Assisted with mealtime preparation, including serving food and cleaning up afterwards.
- Maintained cleanliness and organization of classrooms and play areas, ensuring a healthy environment.
- Participated in training sessions to enhance childcare techniques and methodologies.
- Encouraged independence in children by motivating participation in various tasks.
Education
High School Diploma -
Yulee High School
Yulee, FL05-2018
Skills
- Customized insurance planning
- Client assessment and engagement
- Policy administration and adjustment
- Regulatory compliance
- Risk analysis
- Customer relationship management
- Sales strategies
- Time management
- Office administration
- Effective communication
- Problem solving
- Adaptability
Certification
- 215 Life, Health, and Annuity - 2023
- Phlebotomy License - 2018
Timeline
Secretary
The Tree Surgeon
03.2025 - 09.2025
Life Insurance Producer
Self Employed Services
02.2024 - 12.2025
Daycare Assistant
Amelia Island Academy
09.2020 - 06.2021
High School Diploma -
Yulee High School