Tracy Allen
Arlington,TX
Summary
Life & Health Insurance Agent/ Seasoned Account Manager with more than 30 years experience in fast-paced call center . Excellent customer service and telephone skills. Great track record in problem solving and working directly with clients to resolve issues and create a win situation for all parties involved. I am looking to bring my customer service skills jn the a
Insurance industry as a Life & Health Agent My passion for time management and organisation skills along with my focus and attention to detail would be an asset to any company .
Overview
12
12
years of professional experience
Work History
Box Office Associate
Arlington Improv
Arlington, Tx
01.2024 - 08.2025
- Verified validity of tickets prior to admission into events or venues.
- Updated customers' profiles in accordance with their preferences or requests.
- Greeted customers and provided information regarding ticketing services.
- Maintained an accurate record of all transactions including receipts, refunds, exchanges.
- Assisted in resolving customer inquiries and complaints in a timely manner.
- Monitored ticket sales to ensure accuracy of inventory and pricing.
- Provided support for online purchases through website or mobile applications.
- Processed cash, credit card and check payments for tickets purchased.
- Managed the box office phone line and responded to incoming calls promptly.
- Greeted and assisted customers to foster positive experiences.
Appointment Setter- Remote
Time Wise Final Expense
Arlington, Tx
01.2023 - 12.2023
- Collaborated with Financial Advisors to develop customized plans that meet customers' individual goals for Final Expense coverage.
- Generated reports detailing current trends in Final Expense insurance sales activity.
- Participated in training sessions designed to keep staff informed about new products and services offerings from carriers.
- Followed up with clients regularly to ensure they were satisfied with their coverage levels and provide additional guidance when necessary.
- Developed relationships with key stakeholders within the industry, such as insurers, brokers, agents, and advisors, to enhance business opportunities.
- Responded promptly to customer inquiries about policy terms, premium payments, and claims processing procedures.
- Developed strategies to increase sales of Final Expense products by targeting specific customer segments.
Appointment Generator - Remote
Remax Realty
Boston, ME
03.2021 - 03.2022
- Developed and maintained relationships with potential customers through phone conversations.
- Ensured that all customer data is kept confidential at all times.
- Maintained a positive attitude while dealing with difficult situations involving customers.
- Responded to emails, telephone calls, and face-to-face inquiries from customers regarding appointment settings.
Inside Sales Representative
American Eagle Builder Supply
Arlington, Tx
04.2013 - 03.2020
- Maintained accurate records of all customer interactions and transactions.
- Adhered to company policies when scheduling appointments for customers.
- Utilized existing software applications to manage schedules, track progress, and maintain records of client interactions.
- Documented all activities related to appointment setting processes.
Skills
- Communication
- CPR
- Sense of Urgency
- Problem Solving
- Customer Service Excellence
- Time Management
- Adaptability
- Empathy
- Problem Solving
Groups
- Toast master international
- Toast masters is a non profit educational organization that builds confidence and teaches public speaking
Timeline
Box Office Associate
Arlington Improv
01.2024 - 08.2025
Appointment Setter- Remote
Time Wise Final Expense
01.2023 - 12.2023
Appointment Generator - Remote
Remax Realty
03.2021 - 03.2022
Inside Sales Representative
American Eagle Builder Supply
04.2013 - 03.2020