Tasha Washington
North Wales,PA
Summary
Insurance professional skilled in providing customized life insurance solutions and fostering strong client relationships. Proven track record of developing effective insurance plans and navigating complex policy structures. Known for team collaboration and adaptability, excelling in customer service and sales strategy implementation.
Overview
24
24
years of professional experience
Work History
Licensed Life Insurance Agent
Primerica
12.2023 - Current
- Educated clients on life insurance products and benefits
- Facilitated policy applications and underwriting processes
- Conducted needs analysis to tailor insurance solutions for clients
- Managed client relationships, ensuring satisfaction and retention
- Collaborated with team members to enhance sales strategies
- Participated in training sessions to improve product knowledge
- Educated clients on the importance of life insurance as part of their overall financial planning strategy.
- Supported agency or firm growth by actively participating in recruitment efforts, serving as a mentor to new agents, and sharing best practices for success.
- Maintained detailed records of client interactions and policy updates, ensuring accurate documentation at all times.
- Leveraged networking events to establish valuable connections within the industry, enhancing visibility among prospective clients and peers alike.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Correctional Officer
Pennsylvania Department Of Corrections
11.2006 - 06.2013
- Supervised inmate activities to ensure compliance with facility regulations.
- Maintained the care, custody, and control of inmates.
- Escorted inmates to and from cells, court, hospitals, and medical appointments.
- Conducted routine and emergency head counts.
- Assisted in the training of new correctional officers, providing guidance on best practices and procedures.
- Prepared, processed and maintained forms, reports, logs, records, and activity journals.
- Contributed to a positive work culture among colleagues by utilizing effective communication skills both verbally and in writing.
- Assisted medical staff in distributing medications to inmates efficiently while securely handling sensitive materials.
- Demonstrated cultural sensitivity when interacting with diverse populations within the correctional setting, promoting an inclusive environment for all individuals present.
- Conducted regular inspections of facilities and equipment to maintain safety standards.
- Managed conflict resolution among inmates to promote a secure environment.
- Trained new officers on protocols and emergency response procedures.
- Maintained accurate logs of inmate behavior and incidents for reporting purposes.
- Searched cells of inmates to identify and confiscate contraband and other prohibited items.
Administrative Assistant
Northwestern Human Services
02.2002 - 11.2006
- Managed scheduling and calendar coordination for executives, enhancing time management efficiency.
- Trained new administrative staff on office protocols and software systems, fostering team cohesion.
- Developed and maintained filing systems, ensuring easy access to critical documents and records.
- Assisted in preparing reports and presentations, contributing to effective decision-making processes.
- Acted as liaison between departments, facilitating communication and supporting cross-functional projects.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Assisted with human resources tasks such as updating employee files, hours worked, and submitting time-off requests per company policy guidelines.
- Mentored junior administrative staff, enhancing team productivity through training on best practices and tools.
- Implemented new CRM system to track client interactions, improving response times and client satisfaction.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Completed insurance verifications for all clients.
Education
Associate of Applied Science - Science
Community College of Philadelphia
Philadelphia, PABachelor of Science - Business Management
University of Phoenix
Tempe, AZ12-2026
Skills
- Social media proficiency
- Conflict resolution skills
- Strategic planning and organization
- Policy analysis
- CRM software expertise
- Strong interpersonal skills
- Attention to detail
- Customer service
- Office management
- Documentation and reporting
- Conflict management
- Report writing
Timeline
Licensed Life Insurance Agent
Primerica
12.2023 - Current
Correctional Officer
Pennsylvania Department Of Corrections
11.2006 - 06.2013
Administrative Assistant
Northwestern Human Services
02.2002 - 11.2006
Associate of Applied Science - Science
Community College of Philadelphia
Bachelor of Science - Business Management
University of Phoenix