Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
References
Timeline
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Taylor Burress

Campbellsville,KY

Summary

Accomplished Agency Owner at Shelter Insurance Companies, adept in Operations Management and Relationship Building, significantly enhanced client satisfaction and loyalty through custom insurance solutions. Spearheaded team development and sales growth, mastering market dynamics and risk management, achieving notable annual sales increases. Excelled in client acquisition and fostering team collaboration, underpinning a results-driven career trajectory. Goal-driven Agency Owner offering 6 years of experience generating business, acquiring customers and meeting demanding sales objectives. Knowledgeable about personal lines, commercial products and financial services.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Agency Owner

Shelter Insurance Companies
09.2022 - Current
  • Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
  • Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
  • Maintained personnel files and regularly conducted audits to verify accuracy of information.
  • Collaborated with underwriters to negotiate favorable terms on behalf of clients while maintaining sound risk management practices within the agency portfolio.
  • Built a high-performing team through targeted recruitment, comprehensive training, and ongoing professional development.
  • Developed custom insurance solutions tailored to individual clients'' unique needs for increased satisfaction and loyalty.
  • Achieved consistent growth in annual sales by developing a thorough understanding of market trends and customer needs.

Managing Representative

Transamerica
05.2018 - 08.2022
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.
  • Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
  • Enhanced company reputation by providing exceptional customer service and support.
  • Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
  • Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
  • Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
  • Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.

Stocker Associate

IGA Supermarket
09.2017 - 05.2018
  • Performed inventory control, such as counting, and stocking merchandise.
  • Consistently lifted materials weighing as much as [Number] pounds.
  • Maintained effective team member communication.
  • Blocked and faced products on displays and shelves in accordance with company policy.
  • Greeted customers and directed to requested products.
  • Rotated stock correctly to prevent out-of-date products and removed aging items from main shelving to build special promotional displays.

Server

Creekside Restaurant
07.2014 - 05.2018
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Cultivated warm relationships with regular customers.
  • Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
  • Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
  • Maintained a clean and orderly dining area for an enjoyable guest experience.

Education

High School Diploma -

Campbellsville High School
Campbellsville, KY
2015

Skills

  • Customer Relations
  • Administering budgets
  • Operational planning
  • Operations Management
  • Client acquisition
  • Creative Direction
  • Team direction
  • Closing Techniques
  • Risk Management
  • Sales management
  • Business Planning
  • Business Development
  • Market dynamics
  • Administering payroll
  • Oversee producers
  • Small business operations
  • Verbal and written communication
  • Relationship Building

Accomplishments

  • 2018 Newcomer of the Year in Region
  • 2018 Bronze Achievement
  • 2018 Rising Star Award
  • 2018 Fast Start Award
  • 2019 Gold Achievement
  • 2019 Leaders Conference Qualifier
  • 2019 Outstanding Success Award: Diamond
  • 2020 Leader Conference Qualifier
  • 2020 Silver Achievement
  • 2021 Outstanding Success Award: Sapphire
  • 2021 Bronze Achievement
  • 2022 Rising Star Award (SHELTER)
  • Sales App Leader of the Month Award for 18 consecutive months. December 2022 through June 2024.



Certification

Licensed in Property, Casualty, Life and Health in KY and IN.

References

Dallas Payton  - Retired Associate Director at Transamerica 

Contact - Dallas.payton@transamericanetwork.com

(270) 469-5646


Timothy Akin - Managing Representative at Transamerica 

Contact - Timothy.akin@transamericanetwork.com

(270) 250-1872 


Dale Smothers - Financial Planner/President of R.D. Smothers Wealth Management

Contact - (270) 402-1706


Anthony Lapointe - Sales District Leader at Shelter Insurance 

Contact - Alapointe@shelterinsurance.com

(270) 996-8646 


Tim Struthers - Retired Sales District Leader at Shelter Insurance 

Contact - (270) 459-0918 

Timeline

Agency Owner

Shelter Insurance Companies
09.2022 - Current

Managing Representative

Transamerica
05.2018 - 08.2022

Stocker Associate

IGA Supermarket
09.2017 - 05.2018

Server

Creekside Restaurant
07.2014 - 05.2018

High School Diploma -

Campbellsville High School

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