P A T T I R. T A Y L O R

214-***-****

acbn56@r.postjobfree.com

November 2013 - present; Federal Financial Group - San Antonio, TX. Offer

retirement plans, life insurance and annuities.

July 2013 - October 2013; Combined Worksite Solutions - San Antonio, Texas - B2B

employee benefit firm specializing in voluntary benefits like critical illness, cancer,

accident, life and disability through payroll deduction.

November 2012 - July2013; West Business Solutions - San Antonio, TX - Temporary,

Customer Service Specialist

Douglas Johnson, Area Manager 402-***-****)

• Process business orders for AT&T

August 2011 - April 2012 – Temporary, Dillards at Northpark –Dallas, TX

Amanda, Assistant Sales Manager – 214-***-****.

Women shoe sales.

January 2010 - August 2011 - American Classic Agency - Dallas, TX – Independent

Agent

Kevin Lias, Manager, 214-***-****

Sales of life, final expense, annuity, Medicare and long-term care insurance products

December 2009 - March 2010 - Independent Agent with Conseco &AmeriLife –

Dallas, TX

Sales of life, health, final expense, annuity, Medicare, long-term care and

supplemental insurance products

B2B Cold Calling

Individual and group presentations

March 2003 - August 2009 – Director- The Texas Financial Group-Dallas,

representing Northwestern Mutual, Client Relations Center-Dallas, TX - Mike

Crenshaw, Supervisor 972-***-****

At time of hire the department was ranked 32nd out of ~70 offices nationally in premium; I

accepted responsibility for implementing an internal process that resulted in the

advancement of the department to 5 th place nationally with over $250k in premiums

annually.

Received Top 10 Award – Premium & Lives - 2005, 06, 07, 09

Individually responsible for all service calls to and from existing policyholders

Distribute monthly leads to representatives for up-selling and cross-selling

opportunities

Track and compile raw data on sales, premium, and lives to measure departmental

growth

Complete monthly reports to senior management and home office

Ensure proper premium reporting by representatives

Relay sales opportunities from call-in and walk-in clients to representatives

Periodically conducted targeted marketing campaigns to clients

Presentation to new representatives on overview of the department

Mentor and develop under 5-year team members

Developed a "fast-start" program to track leads to help new representatives

Target and recruit internal agents to join our successful team

May 2000 - March 2003 Self-Employed/Contract, Dallas, TX - Executive Assistant to

Carmen McCracken, 214-***-**** Independent Agent.

PERSONAL QUALIFICATIONS:

General Lines Agent #922785, expires 2/28/2015

Computer skills - Microsoft Office, Outlook, Word & Excel; typing speed 60 wpm

Excellent verbal and communication skills; self-motivated and goal driven; team player

and also works well independently; strong project management skills; excellent customer

service & listening skills, problem solving & conflict resolution; organizational & multi-

tasking skill, presentable and intelligent

REFERENCES: Available upon request

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