Terry Tatum
Retired
Beebe,AR
Summary
Retired and looking for a position PART or FULL Time to supplement retirement and to stay active in senior years. Hardworking and driven to work quickly and effectively on projects in all types of environments.
Overview
25
25
years of professional experience
Work History
Insurance Specialist
National General Insurance Company
Searcy, AR
11.2017 - 11.2021
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
- Followed up on denials, late payments, extensions and other special circumstances.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Researched and resolved routine and complex issues.
- Communicated effectively with members of operations, finance and clinical departments.
- Presented insurance options to customers in order to close sales on new policies.
- Maintained confidentiality of patient finances, records and health statuses.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
Health and Life Agent
Reliable Life Insurance
Little Rock, AR
05.2016 - 11.2017
- Reviewed stop-loss reporting to customer accounts and complied with policies and procedures for release of information.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Merchandiser Specialist
Crossmark
Dallas, TX
06.2009 - 11.2013
- Planned and coordinated product availability for advertising and promotion purposes.
- Advanced sales cycle plans by maximizing placement of promotions, point of sale materials and product visibility.
- Ran markdown reports, managed store replenishment and analyzed buying reports.
- Anticipated consumer buying patterns to create purchase and inventory plan.
Merchandiser Specialist
Crossmark Merchandising
Little Rock, TX
12.2013 - 05.2016
- Planned and coordinated product availability for advertising and promotion purposes.
- Advanced sales cycle plans by maximizing placement of promotions, point of sale materials and product visibility.
- Ran markdown reports, managed store replenishment and analyzed buying reports.
- Anticipated consumer buying patterns to create purchase and inventory plan.
General Manager
Valero Corner Store
Terrell, TX
03.2001 - 08.2013
- Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
Education
High School Diploma -
05.1977
Skills
- Financial Needs Assessment
- Policy Renewals
- Critical Thinking
- Policy Feature Explanations
- Client Interviews
- Records Maintenance
Timeline
Insurance Specialist - National General Insurance Company
11.2017 - 11.2021
Health and Life Agent - Reliable Life Insurance
05.2016 - 11.2017
Merchandiser Specialist - Crossmark Merchandising
12.2013 - 05.2016
Merchandiser Specialist - Crossmark
06.2009 - 11.2013
General Manager - Valero Corner Store
03.2001 - 08.2013
Western Heights High School - High School Diploma,
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