Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Open To Work

Tracy Tolliver

Seattle,WA

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Claims RepresentativeClaims AdjusterInsurance Claims SpecialistNotary Public

Work Type

Full Time

Location Preference

RemoteHybrid
Location: Seattle, WA, US
Open to relocation: Yes

Salary Range

$50000/yr - $200000/yr

Important To Me

Career advancementWork-life balanceCompany CultureWork from home optionFlexible work hoursPaid time offStock Options / Equity / Profit Sharing401k matchPaid sick leavePersonal development programsTeam Building / Company Retreats4-day work weekHealthcare benefits

Summary

Customer oriented insurance professional with a track record in sales and service, looking to leverage my diverse set of skills to support and maintain company operations. Although my expertise fall in sales my passion lies in service. I find a higher purpose in assisting others with whatever they need because as The Lord say " Do good, and lend, hoping nothing in return; and your reward will be great." Which is why I'm seeking the transition to insurance claims.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Telesale Agent

CNO Financial
Carmel, IN
09.2025 - Current
  • Implemented upselling techniques to increase product revenue.
  • Reached sales goal on a monthly basis.
  • Developed knowledge of CNO products to better assist customers.
  • Probed for customer needs and overcame objections based on those needs.
  • Educated customers on CNO products, explaining features and benefits of Guaranteed acceptance life insurance and answer FAQ.
  • Notated customer interactions and transactions in C3, keeping records of all interactions for the next agent.
  • Verified HIPPA on every call.
  • Reviewed account details with the owner, only after HIPPA is verified.
  • Remained professional when dealt with challenging clients, by calmly and respectfully addressing their concerns and maintaining company policies and integrity.
  • Developed freindly rapport with clients by maintaining a professional demeanor and ensuring a positive customer experience with each interaction. Ensuring CNO's Code of Conduct

Advocate/Contacter

Origin8Cares
03.2025 - 06.2025
  • Engaged potential clients through outbound calls to promote financial products and services.
  • Utilized CRM software to track interactions, manage leads, and streamline sales processes.
  • Answered calls, took messages, and transferred calls to correct individuals.
  • Delivered scripted sales pitch to potential customers, adjusting pitch to meet needs of specific individuals and businesses.
  • Followed up with customers to further sales.
  • Prescreened leads and set up appointments for outside sales team.

Loan Signing Agent

Traveling Notary Services
Seattle, WA
06.2024 - 10.2024
  • Conducted loan signings that complied and satisfied legal requirements.
  • Verified borrower identification via ID or DL and documented borrower(s) signature(s) and time/date of signing.
  • Educated clients on loan terms, conditions, and the signing process to help them understand what they are signing.
  • Consistently double checked documents to maintain quality control measures to minimize errors in notarized documents, ensuring high standards of service delivery.
  • Completed successful loan signings for an array of loans including; mortgages, refinances, and home equity lines of credit.

Process Server

ABC Legal
07.2020 - 08.2024
  • Processed legal documents in compliance with state and federal regulations.
  • Notated service progress and issues.
  • Printed documents from attorneys, court clerks, and magistrates.
  • Provided proof of service via affidavit.
  • Enforced ethical standards by maintaining confidentiality of sensitive client information.
  • Handled conflict resolution professionally when encountering confrontational situations, maintaining my composure under pressure.
  • Documented IRATE persons

Education

GED -

Shoreline Community College
Shoreline
11-2011

Skills

  • Verbal and Written Communication
  • Multi-Tasker
  • Empathetic and Patience
  • Professional Problem Solver
  • Detail Oriented and Organized
  • Reliable and punctual
  • Document Handling/Verification
  • Goal oriented
  • CRM software proficiency
  • Customer service and engagement
  • Inbound and outbound calls
  • Call control
  • Upselling and cross selling

Certification

  • Life and Disability-active
  • Notary Public- active
  • Process Server- not renewed

Timeline

Telesale Agent

CNO Financial
09.2025 - Current

Advocate/Contacter

Origin8Cares
03.2025 - 06.2025

Loan Signing Agent

Traveling Notary Services
06.2024 - 10.2024

Process Server

ABC Legal
07.2020 - 08.2024

GED -

Shoreline Community College

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Tracy Tolliver