Summary
Overview
Work History
Education
Skills
Timeline
Receptionist
Trish Monday

Trish Monday

INSURANCE AGENT
Canyon Lake,TX

Summary

Knowledge with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence. Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.

Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.

Overview

15
15
years of professional experience

Work History

Insurance Agent

Liberty National (globe Life)
02.2024 - 09.2024
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.

Field Organizer

New Canvassing Experience
08.2023 - 12.2023

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  • Transcribed data and organized spreadsheets to record pledges, phone calls, and canvassing.
  • Collaborated with other organizers on strategy development, improving coordination between regional teams.
  • Participated in strategy development and planning to grow organizing program and advance campaigns.
  • Generated reports to evaluate program success and make modifications.
  • Wrote e-mails, promoted events via social media and drafted phone scripts to recruit volunteers.

Amazon Delivery Driver

Josken Solutions
09.2022 - 05.2023
  • Delivery driver for amazon
  • Delivered packages 12hrs a day 4x a week
  • Loaded vans with 200-300 packages
  • Organized loads by stops
  • Communicated with dispatch throughout the day
  • Delivered packages in a safe and timely manner
  • Improved customer satisfaction by ensuring timely and accurate deliveries of products.
  • Read maps, followed oral, and written instructions and used GPS technology to make deliveries.
  • Operated vehicle safely in highly congested areas with no traffic violations.

Caregiver/Personal Assistant

Civitas Senior Living
03.2022 - 09.2022
  • Cared for residents
  • Helped residents with their daily needs
  • Worked with the kitchen
  • Worked as wait staff as well
  • Cleaned rooms
  • Bathed residents
  • Worked with Alzheimer's patients in memory care
  • Assisted clients with activities of daily living, promoting independence and quality of life.
  • Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
  • Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.

In Home Care Provider

Home Instead
10.2021 - 03.2022
  • In home care
  • Took care of patients in their homes
  • Worked with hospice
  • Changed catheters, feeding tubes, colostomy bags etc
  • Worked with patients that were bed bound, paralyzed, ALS, MS, etc.
  • Would bathe and feed patients
  • Cooked their meals , cleaned their homes
  • Took my patients shopping and to doctors appointments if needed
  • Would usually have 2-3 patients a day that I would tend to in their homes
  • Assisted patients with personal requirements for housekeeping and grooming assistance.
  • Improved patient comfort by providing compassionate and attentive care in their homes.
  • Demonstrated adaptability when faced with changes in client health conditions or schedules, adjusting care plans accordingly to maintain optimal support levels.

Delivery Driver

Instacart Shoppers
01.2021 - 10.2021
  • Used app to get orders for customersshopped and picked up orders and delivered them
  • I would work with customers via the app to make sure their needs were met and that they were happy with the service
  • Had have good customer service and communication skills every day
  • Navigated cities and neighborhoods to deliver the orders
  • Always done quickly safely and in a timely manner

In Home Caregiver

Visiting Angels
08.2019 - 04.2020
  • Left job due to pandemic
  • In home care
  • Took care of patients in their homes
  • Worked with hospice
  • Changed catheters, feeding tubes, colostomy bags etc
  • Worked with patients that were bed bound, paralyzed, ALS, MS, etc.
  • Would bathe and feed patients
  • Cooked their meals , cleaned their homes
  • Took my patients shopping and to doctors appointments if needed
  • Would usually have 2-3 patients a day that I would tend to in their homes
  • Ensured a safe and clean home environment by performing light housekeeping tasks such as laundry, vacuuming, and dusting.
  • Provided patients with assistance in completing daily tasks, reducing daily burden on family members.
  • Traveled to clients' homes to complete healthcare services and promote continuity of care.
  • Contributed to an overall positive caregiving experience by offering emotional support during challenging or difficult times.

In Home Caregiver

Girling Home Health Care
10.2018 - 08.2019
  • Left job because i moved
  • In home care
  • Took care of patients in their homes
  • Worked with hospice
  • Changed catheters, feeding tubes, colostomy bags etc
  • Worked with patients that were bed bound, paralyzed, ALS, MS, etc.
  • Would bathe and feed patients
  • Cooked their meals , cleaned their homes
  • Took my patients shopping and to doctors appointments if needed
  • Would usually have 2-3 patients a day that I would tend to in their homes

Housekeeper

Sodexo
01.2016 - 07.2017
  • Worked on a college campus
  • Cleaned all buildings, gyms, dorms, apartments etc

Owner/Operator

Global freight inc.
09.2012 - 07.2017
  • Contracted with Ryder logistics to haul freight
  • Owned my own semi truck and operated out of my home.Managed my driver and deliveries
  • Worked as a dispatcher working with brokers to acquire loads
  • It was a 24/7 job
  • Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
  • Managed day-to-day business operations.
  • Increased customer satisfaction by providing high-quality services and timely communication.
  • Managed daily operations for optimal efficiency, streamlining processes to reduce costs.

Customer Service Representative

Alpine Access
07.2014 - 01.2016
  • Worked for multiple companies through alpine access as at home customer service rep
  • Geneolgy
  • Com
  • At&t
  • Verizon etc..

Customer Service

Walmart
04.2010 - 09.2012
  • Worked customer service desk
  • Worked in all departments as well
  • Ran register all day
  • Dealt with customers during my 8hr shift
  • Had to have excellent customer service skills working in the largest retail company in the world

in home housekeeping

Owner of business
08.2008 - 03.2010
  • Had my own cleaning business
  • Cleaned vacation cabins and homes for local real estate companies
  • Also did cleaning for short term rental companies

Housekeeping

Best Western
01.2005 - 01.2008
  • Cleaned hotel rooms

Education

No Degree - Insurance

Licensed Insurance Agent (health &life Insurance)
02.2024

certification in certified nurses assistant -

Withlacoochee Technical Institute
Inverness, FL
08.2008

High school diploma -

Lecanto High School
Lecanto, FL
05.2005

Skills

  • Memory Care
  • Tube Feeding
  • Hospice Care
  • Caregiving
  • Customer Service
  • Licensed Insurance Agent
  • Professionalism and Ethics
  • Quotes and sales
  • Customer follow-up
  • Client Relations
  • Policy Knowledge
  • Client needs analysis
  • Account Management
  • Client Retention
  • New Client Acquisition
  • Life Insurance
  • Health insurance
  • Policy Renewals
  • Client Account Management
  • Regulatory Compliance
  • Leads Prospecting
  • Data Entry
  • Client Prospecting
  • Insurance Policy Sales
  • Insurance Practices
  • Policy Changes
  • Customer Engagement
  • Policy Feature Explanations
  • Life Insurance Sales
  • Policyholder Communication
  • Insurance Coverage Verification
  • Client Consultations
  • Document Control
  • Group Presentations

Timeline

Insurance Agent

Liberty National (globe Life)
02.2024 - 09.2024

Field Organizer

New Canvassing Experience
08.2023 - 12.2023

Amazon Delivery Driver

Josken Solutions
09.2022 - 05.2023

Caregiver/Personal Assistant

Civitas Senior Living
03.2022 - 09.2022

In Home Care Provider

Home Instead
10.2021 - 03.2022

Delivery Driver

Instacart Shoppers
01.2021 - 10.2021

In Home Caregiver

Visiting Angels
08.2019 - 04.2020

In Home Caregiver

Girling Home Health Care
10.2018 - 08.2019

Housekeeper

Sodexo
01.2016 - 07.2017

Customer Service Representative

Alpine Access
07.2014 - 01.2016

Owner/Operator

Global freight inc.
09.2012 - 07.2017

Customer Service

Walmart
04.2010 - 09.2012

in home housekeeping

Owner of business
08.2008 - 03.2010

Housekeeping

Best Western
01.2005 - 01.2008

High school diploma -

Lecanto High School

No Degree - Insurance

Licensed Insurance Agent (health &life Insurance)

certification in certified nurses assistant -

Withlacoochee Technical Institute
Trish MondayINSURANCE AGENT