Taylor Fortinberry
Brandon
Summary
Accomplished individual with a proven track record of exceeding aggressive sales objectives. Known for strong interpersonal skills and the ability to gain and maintain relationships in the community.
Overview
10
10
years of professional experience
Work History
Agent Staff
Jamie Creel Shelter Insurance
08.2023 - Current
- Enhanced customer satisfaction by providing exceptional service and support in a timely manner.
- Streamlined the communication process for increased efficiency within the team through effective collaboration and information sharing.
- Boosted sales performance by identifying cross-selling opportunities and promoting additional products to clients.
- Developed strong relationships with clients, resulting in repeat business and client referrals.
Agent
Alfa Insurance
10.2021 - Current
- Informed clients of policies and procedures
- Resolved caller issues quickly and thoroughly
- Obtained client information by answering telephone calls
- Advised customers about new products and assisted customers in determining best [Type] product for needs
- Quoted prices and credit terms to prepare sales contracts
- Organized and coordinated meetings and conference calls with various individuals.
Finance Manager
Blackburn Motor Company
01.2023 - 08.2023
- Increased financial efficiency by streamlining and automating financial reporting processes.
- Enhanced budget management by implementing expense tracking and cost reduction strategies.
- Optimized cash flow with diligent monitoring of accounts receivable and payable.
- Improved financial forecasting accuracy, utilizing advanced analytical models.
Agent Team Member
State Farm
06.2014 - 10.2021
- Informed clients of policies and procedures
- Resolved caller issues quickly and thoroughly
- Obtained client information by answering telephone calls
- Advised customers about new products and assisted customers in determining the best way to protect their family and financial goals
- Assisted callers to achieve organizational goals
- Compiled lists of potential clients to develop and expand book of business.
Education
Bachelor of Arts - Communication
The University of Alabama
Tuscaloosa, AL05.2009
Associate of Arts - Communication
Southwest Mississippi Community College
Summit, MS05.2007
Skills
- Critical Thinking
- Problem Solving
- Leadership
- Goal Setting & Achieving
- Product Education
- Communication
- Insurance Customization
- Dependable
- Punctual
- Multitasking
Accomplishments
- Agent of the District January 2021
- Helping grow State Farm book from 0 to 6 million in 7 year period
- Growing Alfa Insurance Book of business from 1.2 million to 1.6 million in 6 month period
- College golf State Champion 2006
Timeline
Agent Staff
Jamie Creel Shelter Insurance
08.2023 - Current
Finance Manager
Blackburn Motor Company
01.2023 - 08.2023
Agent
Alfa Insurance
10.2021 - Current
Agent Team Member
State Farm
06.2014 - 10.2021
Bachelor of Arts - Communication
The University of Alabama
Associate of Arts - Communication
Southwest Mississippi Community College
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