Tatiana Edmond
Financial Services
Amherst,VA
1
Certification
5
years of professional experience
Dynamic, dedicated licensed insurance agent with comprehensive Medicare and health insurance sales experience, delivering outstanding customer service while managing insurance and billing processes and meeting sales targets.
Work History
Independent Insurance Broker
2 Years 11 Months- Assess client insurance needs.
- Prepare reports for underwriters.
- Research insurance policies and products; support sale of insurance plans.
- Assist with negotiation of terms and premiums.
Account Development Specialist
5 Months- Managed association account portfolios, strengthening member relationships and supporting retention initiatives.
- Coordinated benefit plan renewals, ensuring accurate documentation and timely client communications.
- Identified cross-sell opportunities across member benefit offerings to support account growth.
- Prepared proposals, summaries, and presentation materials for prospective and existing association partners.
Sales Benefits Advisor
8 Months- Answered inbound customer calls about health insurance options across 20-50 states.
- Supported resolution of escalated customer concerns.
- Met sales and productivity goals.
- Completed outbound calls for multiple sales campaigns.
Patient Care Technician
1 Year 1 Month- Supported patients with daily living activities.
- Collected vital signs and blood glucose readings.
- Provided companionship and emotional support for patients.
- Assisted registered nurse with procedure setup and preparation.
- Recorded patient activity accurately within scope of practice.
Customer Service Representative
4 Months- Handled customer support through inbound and outbound calls.
- Supported insurance and billing processes for clients.
- Completed administrative correspondence and daily client support tasks.
Education
High School Diploma
Completed a rigorous curriculum with a focus on foundational skills, preparing for advanced opportunities in higher education and professional environments.
Skills
Communicated clearly with teams and clients.
Used critical analysis to support sound decisions.
Helped organize plans and timelines for projects.
Delivered clear presentations to groups and stakeholders.
Worked with CRM platforms to track customer details.
Used Microsoft Excel to sort
update
and review data.
Certification
Licensed Insurace Producer (VA)
- Life , health and annuities
Timeline
Account Development Specialist
Association Member Benefits Advisors
12.2025 - 05.2026Read More
Sales Benefits Advisor
Allstate
02.2024 - 10.2024Read More
Independent Insurance Broker
Financial Services
11.2023 - CurrentRead More
Patient Care Technician
Centra Health
05.2022 - 06.2023Read More
Customer Service Representative
Concentrix
09.2021 - 01.2022Read More
Harrisonburg High School
High School Diploma
Read More