Insurance Agent Financial Planning

*** * ******* **, ************, UNITED STATES, ***64 •

***********@*****.*** • 979-***-****

TERRY DAVIS

Insurance Agent

PROFESSIONAL SUMMARY

Insurance Agent with extensive expertise in financial planning and customer relations, offering personalized strategies to enhance clients' financial stability. Skillfully navigates complex financial scenarios, delivering tailored solutions that foster trust and long-term relationships. Passionate about empowering clients through empathetic service and innovative financial management techniques.

EMPLOYMENT HISTORY

INSURANCE AGENT Mar 2023 - Present

The Fitz Group Dallas, TX

CHEF Jul 2019 - Present

Kountry kravinz Madisonville, TX

COSMETOLOGIST May 2009 - Present

Jagged Edge Barber & Beauty Shop Bryan, TX

ASSISTANT MANAGER Feb 2016 - May 2019

Walmart Associates Inc Huntsville, TX

Guide families in financial planning, ensuring personalized strategies for life transitions. Facilitate investment and mortgage security, enhancing clients' financial stability. Deliver empathetic customer service, building trust and fostering strong client relationships. Conduct detailed financial assessments, providing tailored insurance solutions for peace of mind. Navigate complex financial scenarios, offering customized solutions to diverse client needs. Analyzed complex financial scenarios, delivering tailored solutions that addressed diverse client needs and improved overall satisfaction.

Manage food truck operations and event catering, delivering authentic Southern cuisine. Create exceptional home-cooked meals, enhancing event experiences with unique flavors. Develop diverse menus for festivals, weddings, and corporate events, ensuring customer satisfaction. Oversee ingredient sourcing and kitchen management, maintaining high quality standards. Adapt recipes and cooking techniques to meet client preferences, achieving consistent positive feedback. Provide personalized styling enhancing client satisfaction and loyalty. Create custom haircuts and styles boosting repeat bookings. Specialize in perms, relaxers, and braids for diverse client needs. Foster a welcoming atmosphere improving client comfort. Enhance client confidence through tailored beauty services. Led team to enhance customer service, ensuring efficient operations during peak times. Increased sales through strategic product displays and store readiness. Trained associates on product knowledge and safety, improving customer satisfaction. Conducted interviews and onboarding, selecting candidates aligned with team goals. Managed night shifts, maintaining store operations and addressing challenges effectively. Supervised daily operations, ensuring optimal store readiness and enhancing customer experience, leading to noticeable improvements in sales.

Trained and mentored associates on customer engagement strategies, fostering a supportive team culture that improved service quality.

Analyzed sales data to design effective product displays, resulting in marked gains in customer interest and increased foot traffic.

OFFICE MANAGER Jan 2009 - May 2015

Brown's Bail Bonds Madisonville, TX

POSTMASTER Apr 1991 - Oct 2008

US Postal Service Coppell, TX

COOK Dec 2006 - May 2008

Serendipitys Fine Coffee and Ice Cream Navasota, TX EDUCATION

WORKED TOWARDS A BACHELOR'S DEGREE IN CRIMINOLOGY AND CORRECTIONS / POLITICAL SCIENCE

Sam Houston State University Huntsville, TX

PARALEGAL STUDIES

Woodlands Paralegal Institute The Woodlands, TX

COSMETOLOGY

Manuel And Theresa Bryan, TX

COURSES

TEXAS BAIL BONDS RULES AND REGULATIONS Present

Professional Bail Bonds of Texas

SKILLS

Customer Service, Office Management, Administrative Support, Leadership, Financial Management, Microsoft Excel, Microsoft Word, Typing, Payroll, Scheduling, Training, Customer Relations, Team Management, Public Speaking, Negotiation Skills, Event Planning, Risk Assessment, Problem Solving, Data Analysis, Project Management. LANGUAGES

English (Native).

Oversaw defendant file management, ensuring accuracy and compliance. Facilitated court reporting, enhancing legal process efficiency. Streamlined jail release procedures, improving turnaround time. Handled financial operations, maintaining precise account records. Tracked non-compliant defendants, optimizing legal adherence. Streamlined office operations by optimizing document management, leading to noticeable gains in efficiency and reduced processing time for bonding paperwork.

Conducted thorough reviews of court requirements and bonding conditions, ensuring compliance and minimizing the risk of defendant non-compliance.

Managed payroll and schedules, enhancing operational efficiency and accuracy. Led rural route inspections, ensuring compliance and optimizing delivery routes. Oversaw training and safety, fostering a secure and knowledgeable workforce. Directed mail sorting and processing, improving service speed and reliability. Supervised hiring and disciplinary actions, maintaining a cohesive team environment. Oversaw daily mail operations, ensuring timely delivery and achieving substantial improvements in customer satisfaction scores.

Trained and mentored staff in best practices, fostering a supportive environment that enhanced team productivity and morale.

Prepared diverse menu items with precision, enhancing customer satisfaction. Streamlined kitchen operations, boosting efficiency and service speed. Crafted high-quality dishes, consistently praised by patrons. Managed salad bar and buffet line, ensuring fresh, appealing presentations. Executed timely preparation of diverse menu items, significantly enhancing customer satisfaction and repeat business. Implemented a streamlined kitchen workflow, reducing order delivery times and improving overall service efficiency. REFERENCES

Tyeshia Scott, Walmart 936-***-****); Theresa Rodriguez, Manuel & Theresa School of Hair 979-***-****); Lois Brown, Brown Bail Bonds (************@*****.***, 936-***-****); Prince Fite, Madisonville ISD (*****@****************.***, 936-***-****). ADDITIONAL INFORMATION

PUBLIC SERVICE

Madisonville City Council

Elected official since May 2021. Attended annual Texas Municipal League completing several hours of municipal training. Contributed to city improvements including distinguished rewards for most improved municipal airport in 2024. CERTIFICATIONS

Insurance Adjuster (State of Texas, 2024)

Insurance Agent (State of Texas, 2023)

Notary Public (State of Texas, 2013)

Cosmetology License (State of Texas, 2009)

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