Tiffany Rosalez
Vernon,TX
Summary
A seasoned professional with a proven track record at Texas Farm Bureau Insurance, I excel in client relations and policy knowledge, enhancing customer satisfaction and loyalty. Skilled in strategic planning and relationship building, I successfully expanded client bases and achieved sales targets, demonstrating exceptional professionalism and ethics. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.
Overview
8
8
years of professional experience
Work History
Insurance Agent
Texas Farm Bureau Insurance
08.2022 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Owner/Operations Manager
Childress Nutrition
08.2021 - 08.2022
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Trained and motivated employees to perform daily business functions.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
Store Owner
Rebellious Rose Boutique
06.2016 - 08.2021
- Developed a loyal customer base with personalized assistance, attentive listening, and friendly interactions.
- Adapted store operations to meet changing market conditions and customer needs while preserving overall business stability.
- Maintained a clean, organized, and visually appealing store environment to create an inviting shopping experience.
- Enhanced customer satisfaction by providing exceptional service and addressing customer inquiries or concerns promptly.
- Collaborated with suppliers to negotiate favorable pricing agreements and secure high-quality products for the store.
- Analyzed market trends to identify new product opportunities and ensure alignment with consumer preferences.
- Strengthened relationships with vendors to ensure reliable product deliveries while maintaining healthy business partnerships.
- Studied market to determine optimal pricing of goods and capitalize on emerging opportunities.
- Monitored financial performance with regular budget reviews, identifying areas for cost reduction or revenue growth opportunities.
- Boosted sales during peak seasons by designing promotional events and coordinating targeted advertising campaigns.
- Trained and motivated employees to perform daily business functions.
- Mentored staff members in various aspects of retail operations, promoting professional development among team members.
- Trained and guided team members to maintain high productivity and performance metrics.
Education
Associate of Science - Nursing
Vernon College
Vernon, TX08.2017
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Client Relations
- Policy Knowledge
- Client needs analysis
- Account Management
- New Client Acquisition
- Leads Prospecting
- Small business operations
- Relationship Building
- Strategic Planning
Achievements
Million dollar ring club 2023
13,000,000 club 2023
Allstar winner 2024
Agent of the month:
August 2022
January2023
July 2023
August 2024
Pro Agent Holliday winner 2024
Timeline
Insurance Agent
Texas Farm Bureau Insurance
08.2022 - Current
Owner/Operations Manager
Childress Nutrition
08.2021 - 08.2022
Store Owner
Rebellious Rose Boutique
06.2016 - 08.2021
Associate of Science - Nursing
Vernon College
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