Tosha Threatt
Hopkins,SC
Summary
Detail-oriented Account Manager with a strong focus on customer experience improvement and time management. Skilled in fostering collaboration and delivering tailored solutions, committed to driving operational excellence and client satisfaction.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Customer Care Coordinator
Brian Knight Insurance Agency
Columbia, SC
02.2026 - Current
- Provided exceptional customer support by addressing inquiries and resolving issues efficiently.
- Assisted in processing insurance claims, ensuring accuracy and timely submissions.
- Organized and maintained customer records in the agency's database, enhancing data integrity.
- Collaborated with team members to streamline communication processes, improving response times.
- Managed appointment scheduling for clients, optimizing workflow efficiency within the office.
- Conducted follow-up calls to ensure customer satisfaction and foster long-term relationships.
- Coordinated customer inquiries, ensuring timely and accurate responses to enhance satisfaction.
- Implemented streamlined communication protocols, improving information flow within teams.
Commercial Lines Account Manager
Layer Insurance
Atlanta, GA
03.2025 - 10.2025
- Managed client accounts, ensuring accurate policy information and timely renewals.
- Assisted clients in understanding coverage options and policy terms.
- Collaborated with underwriters to secure competitive quotes for clients.
- Conducted regular follow-ups to address client inquiries and resolve issues.
- Supported the implementation of automated systems for improved efficiency.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Maintained detailed records of client interactions and account activities.
- Managed client relationships, ensuring policy compliance and addressing inquiries effectively.
- Analyzed risk assessments to recommend appropriate coverage options tailored to client needs.
Commercial Lines Account Manager
Marsh & McLennan/ Outdoor Underwriters
Columbia, SC
09.2024 - 02.2025
- Participated in team meetings to discuss client needs and service improvements.
- Developed knowledge of industry regulations and compliance standards.
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
- Provided training and mentorship to junior account managers, enhancing overall team performance and service quality levels.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Managed client relationships, ensuring policy compliance and addressing inquiries effectively.
- Analyzed risk assessments to recommend appropriate coverage options tailored to client needs.
Disaster Recovery Program Associate
SBP
New Orleans, LA
06.2023 - 09.2024
- Coordinated program logistics to streamline operations and enhance service delivery.
- Assisted in developing training materials for community engagement initiatives.
- Managed communication with stakeholders to ensure program alignment and effectiveness.
- Conducted research and analysis to support program development and improvement efforts.
- Supported grant writing efforts by compiling data on program outcomes and needs assessment.
- Built strong relationships with partners and stakeholders, fostering a collaborative environment for program success.
- Developed and implemented program strategies to enhance community resilience initiatives.
- Coordinated cross-functional teams to ensure timely project delivery and stakeholder engagement.
SR. Consultant
Viriya Consulting
Joplin, MO
07.2020 - 04.2023
- Evaluated clients' needs and created plan of action to provide solutions.
- Presented findings and recommendations to executive-level stakeholders, effectively communicating key insights and action plans.
- Developed innovative strategies to address complex business challenges, resulting in increased profitability for clients.
- Delivered high-quality solutions for clients through comprehensive research and analysis of industry trends.
- Developed custom solutions based upon clients' strict requirements.
- Exceeded customer requirements with accurate and deliverable solutions.
- Increased client satisfaction by providing tailored consulting services and effective problem-solving strategies.
- Led cross-functional teams to develop and implement strategic solutions for client challenges.
- Analyzed market trends to identify opportunities for business growth and process improvement.
Account Manager
HUB International Limited
Columbia, SC
03.2018 - 06.2020
- Developed client relationships to enhance satisfaction and retention.
- Collaborated with cross-functional teams to deliver tailored insurance solutions.
- Analyzed client needs to recommend appropriate coverage options and strategies.
- Led strategic initiatives to optimize account performance and profitability.
- Conducted regular reviews of client accounts to ensure compliance and accuracy.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed client relationships, ensuring satisfaction and retention through proactive communication.
- Developed strategic account plans to align services with client goals and industry trends.
Lead Sales Contracting Coordinator
Aflac
Columbia, SC
04.2012 - 06.2016
- Coordinated internal communications to enhance team collaboration and project visibility.
- Managed scheduling and logistics for training sessions, optimizing resource allocation.
- Developed and maintained process documentation to ensure compliance with operational standards.
- Assisted in implementing new software solutions, improving data management efficiency.
- Trained new staff on company policies and systems, fostering a knowledgeable workforce.
- Led cross-departmental initiatives to improve customer service delivery and satisfaction rates.
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Coordinated training sessions for staff to enhance product knowledge and service delivery.
- Managed scheduling and logistics for client meetings and company events.
Education
Bachelor of Science - Business Administration And Management
South University
Columbia, SC12-2026
Skills
- Team building
- Reporting and analysis
- Customer relationship management
- Account updates
- Research and due diligence
- Account management
- Teamwork
- Strong leadership
- Customer experience improvement
- Problem-solving skills
- Time management
Certification
- Licensed Property & Casualty- 2018 Active
- Associate In National Flood Insurance Training - 2011
- Notary- South Carolina - 2018 Active
- Commercial Agents Training - 2020
- Public Assistance and Individual Assistance (FEMA)- 2019
- SILA- AFLAC-2012
Timeline
Customer Care Coordinator
Brian Knight Insurance Agency
02.2026 - Current
Commercial Lines Account Manager
Layer Insurance
03.2025 - 10.2025
Commercial Lines Account Manager
Marsh & McLennan/ Outdoor Underwriters
09.2024 - 02.2025
Disaster Recovery Program Associate
SBP
06.2023 - 09.2024
SR. Consultant
Viriya Consulting
07.2020 - 04.2023
Account Manager
HUB International Limited
03.2018 - 06.2020
Lead Sales Contracting Coordinator
Aflac
04.2012 - 06.2016
Bachelor of Science - Business Administration And Management
South University