Tyler Gilliam
Edwardsburg,MI
Summary
Experienced insurance professional with superior attention to detail and highly ethical nature. Dedicated to developing and maintaining meaningful client relationships while providing and advising on optimal coverage options. Focused and analytical with passion for customer satisfaction and team goal achievement. Well-rounded and hardworking leader willing to take on new or increased level of responsibilities to enhance team success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Specialist
Notre Dame Federal Credit Union
09.2020 - Current
- Maintained high standards of customer service by building relationships with clients.
- Utilized EZLynx to document and track client account details.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Completed continuing education courses and workshops to gain additional insurance industry knowledge.
- Analyzed client needs and risk factors to recommend appropriate coverage levels.
- Calculated quotes and educated potential clients on insurance options.
Member Service Representative
Circle Federal Credit Union
05.2015 - 01.2020
- Promoted products or services to each customer to consistently achieve sales targets.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Identified sales opportunities and referred customers to branch partners.
- Demonstrated increased knowledge of company products.
Front End Supervisor
Martin's Super Markets
06.2013 - 08.2015
- Resolved escalated customer disputes.
- Mentored team members.
- Assisted customers by answering questions and fulfilling requests.
- Helped customers complete purchases, locate items and join reward programs.
- Trained new cashiers with positive and encouraging techniques to maximize performance.
Education
Some College (No Degree) - Business
Southwestern Michigan College
Dowagiac, MIHigh School Diploma -
Ross Beatty High School
Cassopolis, MI06.2012
Skills
- Customer and client relations
- Account review and analysis
- Relationship development
- Problem solving strength
- Account management
- Product knowledge
- Quoting and Sales
- Data Entry
Certification
- Property & Casualty License
Timeline
Insurance Specialist
Notre Dame Federal Credit Union
09.2020 - Current
Member Service Representative
Circle Federal Credit Union
05.2015 - 01.2020
Front End Supervisor
Martin's Super Markets
06.2013 - 08.2015
Some College (No Degree) - Business
Southwestern Michigan College
High School Diploma -
Ross Beatty High School
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