Lead weekly local book club
Tracie McCoy
Insurance Agent
Chapin,SC
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Independent Insurance Agent
07.2019 - Current
- Promoted products and services using upselling and other sales strategies.
- Monitored customer feedback and identified areas of improvement.
- Analyzed risk factors to recommend appropriate coverage levels.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Tutor, Director, Area Support Representative
Classical Conversations Of Ballantine
08.2012 - 07.2018
- Collaborated with cross-functional teams to identify and resolve recurring product issues.
- Provided technical support to customers, troubleshooting technical issues and providing solutions.
- Trained new support representatives, ensuring a consistent level of service quality across the team.
- Created user accounts and assigned permissions.
- Enhanced customer satisfaction by resolving technical issues and providing timely solutions.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Business Development Area Manager
South Carolina Federal Credit Union
07.1998 - 10.2011
- Introduced cost-saving initiatives to reduce losses and increase profit margin.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Resolved conflicts promptly to promote positive environment for customers.
- Increased overall accounts by 12% through capitalizing on new potential opportunities and developing and maintaining partnerships with 30 new companies Valued Business Pardners.
- Managed accounts to retain existing relationships and grow share of business.
- Facilitated business by implementing practical networking techniques.
- Led a team to achieve company goals and exceed targets consistently, fostering a positive work environment.
- Located, developed, and promoted talented employees to cultivate collaborative and hardworking leadership team.
- Oversaw budget planning, strategy development, community outreach for organization.
- Worked well in a team setting, providing support and guidance.
Education
Ambassador Baptist College
Shelby, NC 05.2001 -
Massage Therapy
SC Massage Therapy
Columbia, SC 05.2001 -
Skills
Financial Needs Assessment
undefinedCertification
Health and Life License
Interests
Volunteer at local church: teaching children's Sunday School, prepare and serve weekly meal
Junior Achievement
Accomplishments
2007 Employee Choice Award from South Carolina Federal Credit Union for achieving 2007 credit union annual goal of 40 financial literacy workshops.
Timeline
Licensed Insurance Agent
Independent Insurance Agent
07.2019 - Current
Health and Life License
07-2019
Tutor, Director, Area Support Representative
Classical Conversations Of Ballantine
08.2012 - 07.2018
Ambassador Baptist College
05.2001 -
Massage Therapy
SC Massage Therapy
05.2001 -
Business Development Area Manager
South Carolina Federal Credit Union
07.1998 - 10.2011
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