TSTyler Smith
@tylersmith2
Customer-service driven insurance and financial advisor focused on retention.
United StatesWhat I'm looking for
I am a results-oriented customer service professional with experience in insurance sales, financial advising, retail management, and client enrollment. I consistently exceed sales targets and improve customer satisfaction through data-driven strategies and process improvements.
In my recent role as a licensed insurance agent I implemented new sales techniques, optimized sales performance, and reduced average call handling time while maintaining service quality. I have also advised clients on debt solutions, streamlined enrollment processes, and led retail teams to surpass sales goals.
I lead with a focus on client retention, clear communication, and collaborative team leadership. I bring strong analytical skills, coaching experience, and a track record of developing practical solutions that improve conversion rates and long-term client outcomes.
Experience
Work history, roles, and key accomplishments
Licensed Insurance Agent
American Health Marketplace
Sep 2023 - Present (2 years 5 months)
Analyzed client needs and recommended tailored health insurance plans, consistently exceeding sales targets while improving customer retention and reducing average call handling time.
Financial Advisor
Milestone Solutions
Apr 2023 - Dec 2023 (8 months)
Advised clients on debt solutions and negotiated with creditors, streamlining debt resolution processes and reducing default rates while maintaining high client satisfaction.
DICounter Manager
Dillard's, Inc.
Jan 2022 - Apr 2023 (1 year 3 months)
Led a counter team to exceed sales targets, organized product launches and tutorials that increased customer engagement and store sales, and fostered a collaborative team environment.
SEFacilitated Medicare Advantage enrollments and streamlined enrollment processes, reducing processing time and improving customer satisfaction and retention.
Education
Degrees, certifications, and relevant coursework
JUJackson State University
Bachelor of Science, Business
2016 - 2018
Activities and societies: Women's tennis team captain; leadership, mentoring, and athletic commitments alongside coursework.
Completed a Bachelor of Science in Business while serving as women's tennis team captain and balancing athletics with academics.
ACASA College
Associate of Science, Accounting
2014 - 2016
Earned an Associate of Science in Accounting with coursework preparing for roles in accounting and finance.
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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