Taylor D. Thomas

• Performed data entry functions to track information such as payments, account updates and customer interactions.
• Issued binding authority agreements that adhere strictly with regulatory requirements.
• Maintained updated knowledge of industry regulations, laws, best practices and standards.
• Ensured accuracy of documentation submitted by agents prior to policy issuance or renewal.

• Utilized underwriting principles to write and prepare insurance policies for clients.
• Collaborated with underwriters to ensure regulatory compliance and adherence to company policies.
• Assume the sale by one-call closing.
• Managed client portfolios in Salesforce, ensuring accurate and up-to-date information.
• Developed and implemented effective business plans to achieve monthly and annual revenue goals.
• Executed daily lead generation, networking, and marketing initiatives with business professionals.

Successfully drove sales from $6.8 million to $7.7 million in the first year as Store Manager.

Utilized data analysis skills to monitor sales trends and make informed decisions for revenue growth.

Successfully opened a new store in Grand Prairie, Texas, with a sales volume of $12.2 million.

Monitored freight operations and unit count to ensure the store remained compliant with the company’s SOP.