Tasha Anderson
Aransas Pass,TX
Summary
Experienced customer service manager with a proven track record of delivering exceptional customer satisfaction and improving operational efficiency. Highly skilled customer service professional with a dedication to resolving customer issues quickly and efficiently, fostering positive customer relationships.
Overview
9
9
years of professional experience
Work History
Insurance Agent/Office Manager
Farmers Insurance
Keizer, OR
09.2021 - 10.2024
- Managed and supervised daily operations of insurance office, including customer service and sales.
- Assessed and evaluated client insurance needs to provide tailored coverage options.
- Collaborated with insurance carriers to negotiate rates and coverage terms for clients.
- Maintained client files and records in compliance with industry regulations and privacy policies.
Front Desk Receptionist
Lakeview Animal Hospital
Lakeview, OR
11.2019 - 08.2021
- Managed front desk operations including greeting guests, answering phones, and scheduling appointments.
- Provided exceptional customer service by assisting guests with inquiries and resolving issues.
- Maintained a clean and organized reception area to create a welcoming environment for guests.
Administrative Assistant
Klamath Falls Honda/Subaru
Klamath Falls, OR
06.2016 - 10.2018
- Managed office operations and provided administrative support for executives at a multinational corporation.
- Maintained and organized electronic filing systems to facilitate quick retrieval of important documents.
Insurance Producer
Murray Insurance Agency
Gold Beach, OR
05.2015 - 06.2016
- Developed tailored insurance solutions to meet diverse client needs.
- Cultivated strong client relationships through proactive communication and follow-up strategies.
- Conducted thorough risk assessments to identify coverage gaps and recommend appropriate policies.
- Streamlined policy renewal processes, enhancing efficiency and client retention rates.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Provided detailed information about company insurance products.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
- Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
- Boosted policy sales through effective communication of product benefits and features.
- Coordinated claim processing between clients and carriers, facilitating timely resolution of disputes and ensuring fair settlements for all parties involved.
- Managed a high volume of daily tasks while maintaining a focus on providing quality customer service.
- Organized office paperwork efficiently, resulting in easier access to important documents when needed.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Set up policies and completed all documentation.
- Cross-sold insurance products to existing clients to reach sales targets.
- Identified and solicited sales prospects in agency databases.
- Collected premiums on or before effective date of coverage.
Education
No Degree - Political Science
Pima Community College
Tucson, AZPolitical Science
University of Arizona
Tucson, AZSkills
- PERSONAL PROJECTS
- Project Name
- Communication
- Problem-solving
- Teamwork
- Customer relations
- Customer service
- Licensed insurance agent
- Quotes and sales
- Customer follow-up
- Client relations
- Auto insurance
- Client retention
- Policy writing
- Upselling
- Policy renewals
- Client account management
- Property insurance
- Policy adjustment
- Private insurance
- Policy Knowledge
- Insurance policy sales
- Client prospecting
- Insurance eligibility
- Customer billing
- Customer complaint resolution
- Customer engagement
- Policy changes
- Insurance practices
- Customer referrals
- Customer account review
- Policy feature explanations
- Billing inquiries
- Policyholder communication
- Administrative functions
- Billing procedures
- Insurance coverage verification
- Call center customer service
- Licensing requirements
- Service marketing
LANGUAGES
English — Advanced
Property and Casualty Insurance License
Licensed for Oregon
Timeline
Insurance Agent/Office Manager
Farmers Insurance
09.2021 - 10.2024
Front Desk Receptionist
Lakeview Animal Hospital
11.2019 - 08.2021
Administrative Assistant
Klamath Falls Honda/Subaru
06.2016 - 10.2018
Insurance Producer
Murray Insurance Agency
05.2015 - 06.2016
No Degree - Political Science
Pima Community College
Political Science
University of Arizona