Tina Odgers
Portsmouth,VA
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
18
18
years of professional experience
Work History
Insurance Agent
Optavise
10.2022 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Insurance Agent
Senior Life Services
03.2014 - 10.2016
- Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.
- Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
- Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
Insurance Agent/Tax Preparer
Liberty Tax
10.2013 - 11.2015
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Document Specialist/Product Analyst
Security Mutual Life Insurance Company Of New York
05.2006 - 11.2012
- Reduced errors in documentation by conducting thorough quality checks and proofreading tasks prior to submission.
- Streamlined workflow processes by collaborating with team members on effective document management strategies.
- Ensured compliance with company policies and industry standards, maintaining meticulous attention to detail in all document-related tasks.
- Collaborated with cross-functional teams to gather necessary information for accurate and timely document completion.
- Coordinated document exchange between departments, contractors, suppliers and customers.
Education
BBA - Finance
Binghamton University
New York05.2002
Skills
- Customer Service
- Account Management
- CRM Software
- Lead Development
- Customer follow-up
- Operations Management
- Policy Knowledge
- Regulatory Compliance
- Licensed Insurance Agent
- Professionalism and Ethics
- Industry Regulations
- Policyholder Communication
- Written Communication
- Organizational Skills
- Attention to Detail
- Interpersonal Skills
Affiliations
- LOMA ACS, ALMI
Timeline
Insurance Agent
Optavise
10.2022 - Current
Insurance Agent
Senior Life Services
03.2014 - 10.2016
Insurance Agent/Tax Preparer
Liberty Tax
10.2013 - 11.2015
Document Specialist/Product Analyst
Security Mutual Life Insurance Company Of New York
05.2006 - 11.2012
BBA - Finance
Binghamton University
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