Trinity Thomas
Phoenix,AZ
Summary
A motivated and personable professional with experience in sales, customer service, and client support. Skilled at building relationships, listening to client needs, and helping people make informed decisions. Experienced in working in fast-paced environments, managing multiple priorities, and learning quickly.
Overview
7
7
years of professional experience
Work History
Independent life Insurance Agent
Self-Employed/ Independent Contractor
Phoenix, AZ
11.2023 - Current
- Provide professional life insurance education and guidance to individuals and families.
- Conduct client needs assessments to determine appropriate coverage solutions.
- Assist clients with policy applications, documentation, and onboarding processes.
- Develop and manage client relationships through referrals, networking, and follow-ups.
- Operate independently, with full responsibility for sales performance, client acquisition, and retention.
PCT
HonorHealth
Phoenix, AZ
08.2022 - 12.2023
- Provided compassionate support to patients and families during treatment processes.
- Documented patient information accurately in electronic health records systems.
- Collaborated with multidisciplinary teams to ensure quality patient care delivery.
Certified Nursing Assistant
Polson Health and Rehabilitation
Polson, Montana
04.2019 - 08.2021
- Documented patient care activities in electronic health records.
- Communicated effectively with patients and families regarding care plans.
- Ensured compliance with HIPAA regulations regarding confidentiality of information.
- Time management
Education
High School Diploma -
Polson Highschool
Polson, MT06-2021
Bachelor of Science - Pre- PA
Grand Canyon University
Phoenix, AZSkills
Sales and business development
- Needs assessment and consultations
- Policy application support
- Sales performance management
- Customer relationship management
- Email marketing
- Strong interpersonal skills
Healthcare and education
- Clinical risk assessment
- Direct patient care
- Patient care and education
- CPR training
- Teamwork and collaboration
- Analytical skills
- Professionalism
- Adaptability and flexibility
Timeline
Independent life Insurance Agent
Self-Employed/ Independent Contractor
11.2023 - Current
PCT
HonorHealth
08.2022 - 12.2023
Certified Nursing Assistant
Polson Health and Rehabilitation
04.2019 - 08.2021
High School Diploma -
Polson Highschool
Bachelor of Science - Pre- PA
Grand Canyon University