Tammy McDaniel
Maxwell
Summary
Dynamic Senior Agency Advisor with a proven track record at Homesteaders Life Company, enhancing producer performance and fostering client relationships. Expert in problem-solving and client relationship management, I developed key procedures boosting efficiency and success. My collaborative approach with account executives significantly propelled sales potential in fast-paced settings.
Overview
32
32
years of professional experience
Work History
Senior Agency Advisor
Homesteaders Life Company
11.2015 - Current
- Delivered supportive and knowledgeable direction to producers needing a license, already licensed, and with a lapsed life license.
- Developed and implemented procedures to foster success and effeciency.
- Collaborated with account executives to help producers perform to their utmost sales potential.
- Worked effectively in fast-paced environments.
Licensing & Compensation Specialist
Homesteaders Life Company
08.2000 - 11.2015
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Performed background investigations to maintain producer compliance
- Worked with complicated hierarchy structures for methods of payment
- Handled customer inquiries regarding pay structure
Customer Service Representative
Homesteaders Life Company
10.1992 - 08.2000
- Responded to customer requests for products, services, and company information.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Earned Customer Service Rep of the year in 1999
Education
Fellow, FLMI - Life Insurance
LOMA
Des Moines, IA07-2019
AIRC - Life Insurance
LOMA
Des Moines, IA05-2012
Fellow, SILA-F -
SILA
Des Moines, IA02-2012
AIAA - Life Insurance
LOMA
Des Moines, IA11-2010
ACS - Customer Service
LOMA
Des Moines, IA05-2010
Skills
- Problem-solving
- Data interpretation
- Conflict resolution
- Goal setting
- Client relationship management
- Customer service
- Relationship building
- Active listening
Affiliations
- SILA
Timeline
Senior Agency Advisor
Homesteaders Life Company
11.2015 - Current
Licensing & Compensation Specialist
Homesteaders Life Company
08.2000 - 11.2015
Customer Service Representative
Homesteaders Life Company
10.1992 - 08.2000
Fellow, FLMI - Life Insurance
LOMA
AIRC - Life Insurance
LOMA
Fellow, SILA-F -
SILA
AIAA - Life Insurance
LOMA
ACS - Customer Service
LOMA
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