Tashan Mitchell
Kissimmee,FL
Summary
Dynamic Licensed Insurance Agent with a proven track record at Activate Insurance Services, excelling in client relationship management and risk assessment. Enhanced client satisfaction through tailored solutions and exceptional service, while effectively managing a diverse book of business. Recognized for resolving complex issues and maintaining accurate documentation to streamline operations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Activate Insurance Services
06.2025 - Current
- Promoted products and services using upselling and other sales strategies.
- Established trust with clients through transparent communication regarding policy costs and coverages available upon request.
- Monitored industry trends to stay current on emerging risks, allowing proactive identification of potential gaps in client coverage.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Licensed Medicare Agent
Exact Medicare
06.2021 - 09.2025
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- Informed clients of policies and procedures.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
Education
High School Diploma -
Northplainfield Highschool
North Plainfield, NJ01-2006
Skills
- Client service
- Client relationship management
- Team training and development
- Risk assessment
Certification
Active 2-15 Life & Health Insurance
Licensed in 25 states
Timeline
Licensed Insurance Agent
Activate Insurance Services
06.2025 - Current
Licensed Medicare Agent
Exact Medicare
06.2021 - 09.2025
High School Diploma -
Northplainfield Highschool