Tracey Cox

• Analyzed client needs to recommend suitable coverage options.
• Educated clients on insurance products and policy options to empower informed decision-making.
• Managed renewals and policy updates, ensuring clients maintained optimal coverage.
• Collaborated with underwriters to secure competitive rates for clients.
• Assisted clients in completing insurance applications and documentation.
• Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
• Participated in training sessions to enhance product knowledge and sales techniques.
• Provided guidance and support to less experienced agents during onboarding process.

Fostered teamwork and collaboration among teams, enhancing communication to achieve sales goals.

• Managed access operations for 26 locations across Northern America.
• Led Security team in delivery of badges and access projects.
• Resolved badging and tech problems, improved operations and provided exceptional client support.
• Increased customer satisfaction by resolving tech issues.
• Drove operational improvements which resulted in savings and improved profit margins.
• Saved money by implementing cost-saving initiatives that addressed long-standing problems.
• Collaborated with Northern Americas customers to identify needs and deliver tailored Security & Tech services.
• Resolved conflicts and negotiated agreements that satisfied all parties.