Insurance Agent Operations Manager
Resume:
Tonya Caldwell
Insurance Agent
Smiths Grove, KY 42171
****************@*****.***
Unemployed.. took personal time off as of August 2021. Willing to relocate to: Bowling Green, KY
Authorized to work in the US for any employer
Work Experience
Insurance Agent
Affordable INSURANCE Quotes. com-Nashville, TN
April 2020 to August 2021
Negotiate contracts between insurance carriers and potential customers Receive payments for policies written
De-escalate calls concerning problems
Complete follow up procedures in regards to additional information needed by the carriers Recruiting of potential agents
Business Development
CSR
Adam Darby State Farm-Nashville, TN
October 2019 to April 2020
Insurance Agent
Contemporary Staffing Solutions (CSS)-Brentwood, TN August 2019 to October 2019
Licensed Health Insurance Agent
CSR
Adam Darby State Farm-Bellevue, TN
May 2019 to July 2019
• Answering inbound calls, usually 50-80 per day
• Cross-selling products, such as life and mortgage protection
• Assisting customers with claims or claim questions
• Making changes to policies ( endorsements ) per the insured's request
• Taking payments in person or over the phone
CSR
Royce Williams Allstate-Nashville, TN
July 2018 to April 2019
• Answering inbound calls, 30-50 per day
• Making changes to policies ( endorsements ) per the insured's request
• Taking payments in person or over the phone
• Cross-selling products
• Performed daily close out and made deposit
• Earned my Tennessee Property & Casualty License within a month of starting here. Night Operations Manager
ResCare- Magnolia Academy-Nashville, TN
June 2018 to July 2018
Nashville, TN 6/2018 - 7/2018 House Mother
• Made sure of general welfare, attitude and safety of students residing in the home
• Helped with homework when needed
• Made sure chores were completed per the home rules
• Over saw the cooking as the students were in charge of this.
• Took students on outings
Nashville Building Services Nashville, TN 2/18/5/18 Night Operations Manager
• Supervisor of a 45 person crew in an industrial cleaning company
• Adhered to company policy pertaining to shutting down the buildings
• Made nightly rounds to insure the crew was performing their duties as assigned
• Handing out checks
• Administered disciplinary actions when necessary House Manager
Five Star Transitional-Nashville, TN
July 2016 to September 2017
• Worked hand in hand with case managers to ensure behavioral expectations were met
• Dispensing medication, making documentation per state compliance
• If resident requested spending money, I would give it to them, then have them sign off on it
• Over saw 6 ladies with different mental disorders to ensure a safe and healthy living environment CSR
Empyrean Benefit Solutions-LaVergne, TN, US
September 2016 to December 2016
• Answering inbound calls during health care annual enrollment, with an average of 50-90 calls per day, depending on which companies were enrolling
• Making outbound calls when necessary to do follow ups with insureds
• Completed documentation of calls in CRM
• Transferring calls to Tier 2 reps when necessary
• Mailing documents when requested
CSR
Chilkoot-Gateway Insurance Agency-Skagway, AK
July 2012 to June 2016
• Answered incoming calls, responded to emails and faxes
• Created invoices for policies that were to be made directly to the office
• Received premium payments, made deposits and performed daily close out when necessary
• Quotes for personal and commercial lines
• Passed licensing exams for the Sate of Alaska
• Bonded Notary
Education
High school or equivalent
Cave City High School
Skills
• CRM
• MICROSOFT OFFICE
• OUTLOOK
• WORD
• Customer Service
• Customer Care
• Call Center
• CSR
• Customer Support
• Health Insurance
• Auto Insurance
• Insurance Sales
• Cold Calling
• Office Management
• Salesforce
• Accounts Payable
• Account Management
• Upselling
• Personal Assistant Experience
• Accounts Receivable
• Payroll
• Inside Sales
• Medicare
• Bookkeeping
• Microsoft Excel
• Computer skills
• Accounting
• QuickBooks
• Leadership
• Data entry
• Front Desk
• Negotiation
• Sales
• Organizational Skills
• Human Resources
• Retail Sales
• Multi-line phone systems
• Caregiving
• Senior care
• Cash handling
• Clerical experience (10+ years)
• Invoiceing (10+ years)
• CPR certified (Less than 1 year)
• Typing
• Organizational skills
• Computer skills
• Communication skills
• Clerical experience
• HIPAA
• Accounts receivable
• Customer service
• Front desk
• Anatomy knowledge
• Windows
• Documentation review
• Document management
• Upselling
• Cash register
• Data collection
• Operating systems
• Inside sales
• Salesforce
• Sales
• Google Suite
• CRM software
• Adobe Acrobat
• SharePoint
• Basic math
• Insurance sales
• Cold calling
• Negotiation
• Leadership
• Vital signs
• Cash handling
• Recruiting
• Quality control
• Analysis skills
• Insurance verification
• Microsoft Excel
• Microsoft Office
• Microsoft Word
• Microsoft Outlook
• Medicare
• Business development
• Retail sales
• Computer literacy
• Telemarketing
• Assembly
• Manufacturing
• Research
• Office experience
• Office management
• Customer relationship management
• Customer support
• Time management
• Math
• Account management
• Cash management
• Administrative experience
• Direct sales
• Outbound sales
• Data entry (10+ years)
Certifications and Licenses
Adult First Aid/CPR/AED
February 2023 to February 2025
Non-CDL Class C
Driver's License
Additional Information
A valid Health Insurance License
Contact this candidate