Tina Walter
Tallahassee,FL
Summary
Accountable and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients and bringing in new clients, while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
D’Arcy D Sampsell Agency LLC
10.2022 - 09.2024
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Managed diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Developed customized presentations for prospective clients that highlighted relevant products and benefits based on their unique needs.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Collected premiums on or before effective date of coverage.
- Monitored customer feedback and identified areas of improvement.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Identified and solicited sales prospects in agency databases.
Finance /Office Manager/Customer Service
Metropolitan Parts
04.2020 - 10.2022
- All Aspects of Accounting: Accounts payable, Accounts Receivable, payroll, tax reporting, sales, customer service, invoices, purchasing, inventory control, put away and labeled inventory, provide reports to accountant, pulled & built customers orders, building and assembling of car parts
- Order and research parts/cross-reference, help customers with car issues, help determine problems and identity parts needed
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Accounting
Blaise Alexander Nissan
09.2019 - 04.2020
- Reconcile and post daily deposit to general ledger
- Submit 3rd party warranties and reconcile monthly statement
- Follow up on lien payoffs and we-owes
- Post daily funding notices to general ledger
- Maintain and reconcile accounting schedules on daily, weekly and monthly basis
- Handle miscellaneous clerical tasks as assigned, to include light filing
- Assist with month end close
- Assist with accounts receivable/payable and special projects, as necessary
Finance & Office Manager/Customer Service
Keystone Sporting Arms, LLC
01.2005 - 07.2019
- Responsible for the accounting system maintenance and updates, oversee and review all aspects of the accounting department, set-up and maintain new software, budgets, month end financial reports and closings, excise tax reports to the BATF provide computer & software training, Accounts payable, Accounts Receivable, payroll, payroll tax reporting, health insurance, petty cash reporting, workman's comp, Cash flow forecast, projections, purchasing, inventory control, Notary, provide reports to accountant and bank
- Back up and support all aspects of office positions: sales, customer service, purchasing, inventory, shipping/receiving, Human Resource
Skills
- Insurance sales expertise
- Risk Assessment Knowledge
- Client Relationship Management
- Customer Service
- Quotes, Sales & Upselling
- Policy Renewals
- CRM Software
- Property and Casualty Insurance
- Policy Changes
- Prospective client identification
- Policy Knowledge
- Client needs analysis
Certification
- Property & Casualty License, FL 2-20 Property & Casualty License (Resident) & PA Property & Casualty Non-Resident License (Personal & Commercial)
- Certified Notary Public, Certified FL Notary
- Title & Registration Certificate, PA Title & Registration Certificate
- Certified Online Notary, Certified FL Online Notary
Timeline
Licensed Insurance Agent
D’Arcy D Sampsell Agency LLC
10.2022 - 09.2024
Finance /Office Manager/Customer Service
Metropolitan Parts
04.2020 - 10.2022
Accounting
Blaise Alexander Nissan
09.2019 - 04.2020
Finance & Office Manager/Customer Service
Keystone Sporting Arms, LLC
01.2005 - 07.2019
- Property & Casualty License, FL 2-20 Property & Casualty License (Resident) & PA Property & Casualty Non-Resident License (Personal & Commercial)
- Certified Notary Public, Certified FL Notary
- Title & Registration Certificate, PA Title & Registration Certificate
- Certified Online Notary, Certified FL Online Notary
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