Fatee Thao
@fateethao
Results-driven insurance and real estate sales professional delivering tailored client coverage.
United StatesWhat I'm looking for
I’m a dynamic, results-driven independent insurance agent with extensive experience in insurance sales, customer service, and real estate. I manage complex client relationships, analyze policies, and deliver tailored solutions across property, casualty, life, health, and commercial insurance.
Since 2015, I’ve sourced and recommended optimal coverage from independent carriers, maintained client records in QuickBooks, and handled contract analysis while liaising with underwriting teams. I also generate leads, create quotes, execute sales and marketing activities, and support seamless real estate closings—always committed to exceptional service and maximizing business opportunities.
Experience
Work history, roles, and key accomplishments
Independent Insurance Agent
Thomas Fierst Insurance Agency
Feb 2021 - Present (5 years 4 months)
Provided comprehensive client support by managing correspondence, invoicing, and policy updates while maintaining client records in QuickBooks and coordinating with underwriting teams. Sourced and recommended insurance products, generated quotes, and managed lead and marketing activities for multi-state commercial, life, health, property, and casualty coverage.
Real Estate Salesperson
Partners Realty
Assisted clients with real estate transactions by advising on next steps and helping ensure smooth closing processes. Supported lead generation and managed client relationships to contribute to team sales goals.
Independent Insurance Agent
M & H Insurance
Oct 2015 - Feb 2021 (5 years 4 months)
Delivered customer service by handling client inquiries, managing policy updates, and communicating with underwriting. Managed lead generation and sales through policy closings across personal and commercial lines, while supporting administrative work and marketing/upselling efforts.
Education
Degrees, certifications, and relevant coursework
Kaplan Professional
Real Estate Salesperson License, Real Estate
2017 -
Completed the Real Estate Salesperson licensing training through Kaplan Professional.
Kaplan University
Property & Casualty and Life & Health Insurance License, Insurance
2011 -
Completed licensing coursework for Property/Casualty and Life/Health insurance through Kaplan University.
Globe University
Associate of Applied Science in Business Administration, Business Administration
2010 -
Earned an Associate of Applied Science in Business Administration from Globe University.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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