Tressa King

• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
• Maintained computer and physical filing systems.
• Updated reports, managed accounts, and generated reports for company database.

-Encouraged customer retention by analyzing customer needs and thoroughly explaining options

-Expanded business with more than 2000 new issued policies and over a million in premium income over two years

-Customized various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property and medical insurance

-Built solid relationships with customers through active listening and professional skills to provide exemplary service

-Organized, documented and processed daily deposits to comply with policy and procedure

-Identified and prevented various "human" errors saving company time and money while alleviating customer dissatisfaction

-Executed bank reconciliations, ensuring accuracy of all transactions and organized cash movements between offices and bank

-Implemented routine reviews to assure that insurance coverage and products were appropriate for the insureds current needs

-Navigated company specific CRMs for marketing and sale. Guaranteeing accuracy of customer accounts and business profitability

• Fostered strong relationships with carrier representatives to stay informed on new offerings and underwriting guidelines, improving the ability to match clients with appropriate coverage options.
• Capitalized on upsell opportunities with offers of insurance support and additional insurance policy options.
• Monitored industry trends to stay current on emerging risks, allowing proactive identification of potential gaps in client coverage.
• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
• Updated reports, managed accounts, and generated reports for company database.
• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
• Managed office operations while scheduling appointments for department managers.
• Streamlined office operations by implementing efficient filing systems and organizational strategies.
• Assisted in the recruitment process, conducting interviews and on boarding new employees to promote a seamless integration into the team dynamic.
• Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
• Coached new hires on company processes while managing employees to achieve maximum production.
• Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
• Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
• Managed compliance to keep organization operating within legal and regulatory guidelines.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Defined clear targets and objectives and communicated to other team members.
• Established performance goals for employees and provided feedback on methods for reaching those milestones.
• Identified and communicated customer needs to supply chain capacity and quality teams.
• Leveraged data and analytics to make informed decisions and drive business improvements.
• Managed senior-level personnel working in marketing and sales capacities.
• Controlled resources and assets for department activities to comply with industry standards and government regulations.
• Calculated quotes and educated potential clients on insurance options.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
• Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
• Established trust with clients through transparent communication regarding policy costs, coverage, exclusions, limitations, endorsements or riders available upon request.
• Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
• Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
• Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
• Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
• Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
• Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
• Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
• Promoted products and services using upselling and other sales strategies.
• Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
• Provided coverage option information to assist clients in protecting assets.
• Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
• Upsold additional products and services after identifying customer needs and requirements.
• Developed customized presentations for prospective clients that highlighted relevant products and benefits based on their unique needs.
• Reduced claim disputes by clearly explaining policy provisions to clients at the time of sale and during policy renewals.
• Increased agency efficiency by implementing standardized processes for policy administration, data entry, and client communication.
• Developed sales leads from direct referrals, networking and targeted marketing campaigns.
• Exceeded corporate quotas for monthly policy sales.
• Set aggressive targets for employees to drive company success and strengthen motivation.
• Developed detailed plans based on broad guidance and direction.
• Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
• Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
• Successfully managed budgets and allocated resources to maximize productivity and profitability.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Assisted in organizing and overseeing assignments to drive operational excellence.
• Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
• Established team priorities, maintained schedules and monitored performance.
• Optimized workspace usage by reorganizing floor plans according to team needs and office layout constraints.
• Improved employee retention rates by fostering a positive work environment and providing growth opportunities through training programs.
• Improved safety procedures to promote employee well-being and safety and protect company from potential liability.
• Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
• Delivered performance reviews, recommending additional training or advancements.
• Organized travel arrangements for executives by researching cost-effective options while accommodating individual preferences.
• Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
• Evaluated employee records and productivity and submitted evaluation reports.
• Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
• Reported to senior management on organizational performance and progress toward goals.
• Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
• Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
• Coordinated special projects and managed schedules.