Tashima Potts
Richmond,VA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
Work History
Licensed Insurance Agent
HealthPlanOne
08.2022 - Current
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Medicare Insurance Agent
United Healthcare "UHC"
04.2021 - 08.2022
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
- Built lasting relationships with clients through attentive listening and personalized service, resulting in a high rate of return business.
- Consistently met or exceeded sales targets by effectively communicating the benefits of various Medicare insurance plans.
- Educated potential customers through community outreach events, increasing awareness of available Medicare insurance options.
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Leveraged strong problem-solving skills to address complex client inquiries and resolve issues in a timely manner.
- Ensured compliance with federal guidelines when assisting clients in selecting appropriate Medicare plans.
Customer Service Representative
Arise
10.2020 - 04.2021
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
CNA
Beth Sholom Gardens
09.2007 - 10.2020
- Enhanced patient satisfaction by providing compassionate and attentive care.
- Reduced patient stress levels through effective communication and active listening skills.
- Assisted patients with daily living activities, promoting independence and dignity.
- Collaborated with interdisciplinary healthcare teams to develop and implement individualized care plans for patients.
- Prevented bedsores by regularly repositioning patients and implementing proper wound care techniques.
- Ensured prompt response to call lights, addressing patient needs in a timely manner.
Security Officer
Securiguard
02.2003 - 08.2007
- Improved overall security by conducting regular patrols and monitoring surveillance systems.
- Prevented unauthorized access to facilities by enforcing strict entry protocols and verifying identification.
- Maintained a safe environment for employees and visitors through continuous risk assessment and threat analysis.
- Reduced incident response times by implementing efficient emergency procedures and collaborating with local law enforcement agencies.
- Provided excellent customer service while addressing visitor inquiries or concerns related to facility safety or access control procedures.
- Responded effectively to emergencies or disturbances, prioritizing the safety of personnel while minimizing property damage or loss.
Education
Digital Marketing
Workforce Institute
BUSINESS MARKETING - DIGITAL MARKETING
WGU
ONLINE07.2026
Skills
- Security procedures knowledge
- Legible report writing
- Punctuality
- Reporting skills
- Security Protocols
Timeline
Licensed Insurance Agent
HealthPlanOne
08.2022 - Current
Medicare Insurance Agent
United Healthcare "UHC"
04.2021 - 08.2022
Customer Service Representative
Arise
10.2020 - 04.2021
CNA
Beth Sholom Gardens
09.2007 - 10.2020
Security Officer
Securiguard
02.2003 - 08.2007
Digital Marketing
Workforce Institute
BUSINESS MARKETING - DIGITAL MARKETING
WGU
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