Tatica Oketa
Greenwood,IN
Summary
A 15 year veteran in Customer Service Supervision with 8+ years in Managerial Operations. I am accustomed to handling confidential records with a high level of integrity while safeguarding our client's information from disclosure. I possess strong interpersonal and written/verbal communication skills in addition to problem solving, decision making, personal/commercial insurance, investment management and financial reporting. Diversified Financial Specialist skilled in financial planning and offering competent consultative advice and counsel to clients. Educates clients on retirement planning, taxes, and debt management. Works with internal and external customers assesses needs, processes and functions to make informed critical decisions and achieve objectives. Knowledgeable Insurance Representative promoting more than 10 years' expertise successfully working for organizations in the Personal lines, health , life market. Courteous and cordial with a desire to take on challenges at a new company.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Professional Associate
Pinnacle Elite
Frisco, TX
08.2023 - Current
- Delivered informational sales presentations to potential investors to build symbiotic client relationships.
- Referred tax professionals according to client needs.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Developed excellent rapport with custom builders to expand opportunities for growth.
- Built positive and productive customer connections to drive consistent sales.
INSURANCE PRODUCER AGENT
GEICO Insurance
01.2014 - Current
- In this profession, I encompass the regulated responsibilities of both insurance agents (individuals who act on behalf of carriers) and insurance brokers (individuals who act on behalf of clients)
- My job duties include, but are not limited to: Quoting prices and financial options to clients Making sales of auto insurance and other personal lines of insurance products, while providing extraordinary customer service
PRODUCTION SUPERVISOR
Xerox Holdings Corporation
01.2010 - 01.2014
- As a supervisor for this institution, I provided direction to the Customer Service Division by assigning, directing and reviewing work of staff
- My supervisory duties included: Servicing existing accounts, answering billing questions and ensuring that customers make buying decisions armed with the right amount of information Identifying cross-selling opportunities during retention calls
Education
ASSOCIATES OF ACCOUNTING -
University of Phoenix
06.1995
Skills
- CUSTOMER FOCUS
- COMMUNICATION
- CONFLICT RESOLUTION
- TIME MANAGEMENT
- LEADERSHIP
- PROBLEM SOLVING
- INFORMATION SECURITY
- STAFF DEVELOPMENT
- NEGOTIATION
- ANALYTICAL
- DATA ANALYSIS
- FINANCIAL REPORTING
- Cisco Finesse
- Hypertext Markup Language
- Cascading Style Sheets
- Search Engine Optimization
- Microsoft Suite
- Data entry
- Wealth Management
- Financial Planning
- Retirement Planning
- Credit Analysis
- Debt Management
- Portfolio Management
- Financial Services
- Asset Protection
- Referrals Management
- Business Development
- Service Upselling
Certification
- PERSONAL LINES BKR AGT
- Life, Accident & Health, Personal Lines
Hobbies and Interests
- Shopping
- Writing
- Traveling
- Reading
- Painting
- Games
Affiliations
- Member of Be My Eyes for the blind sense 2020 . I help clients virtual with helping do day to day things .
- Seminars for entrepreneurs
- I love playing with my dog and enjoying family time
Timeline
Financial Professional Associate
Pinnacle Elite
08.2023 - Current
INSURANCE PRODUCER AGENT
GEICO Insurance
01.2014 - Current
PRODUCTION SUPERVISOR
Xerox Holdings Corporation
01.2010 - 01.2014
ASSOCIATES OF ACCOUNTING -
University of Phoenix
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