Tami Evans Email & Phone Number

Elkhart, In, Us

United States

Personal Lines Insurance Sales

Phoenix, Arizona, United States

As a licensed Senior Personal Lines Insurance Advisor, I have gained extensive experience in organization, product knowledge, leadership, coaching, course facilitation, communication skills, learning, and team building. Adept at securing new customers, determining insurance needs, leading teams, negotiating and closing business, nurturing beneficial customer relationships, excellent dispute resolution skills. Skilled in developing and delivering high-impact sales presentations while applying customer-focused sales tactics to win new business and close sales. Skilled in course facilitation, training, and coaching.Responsibilities included:-Worked with members by phone to introduce, understand, issue and review multiple insurance products. This resulted in consistently performing at or above my peers in new product issues.-Minimized escalations and grievances by leveraging excellent communication, interpersonal, and negotiation skills to address concerns and assure positive experience/feedback-Maintained specified Average Phone Handle Time (AHT) and overall phone adherence-Exceeded Member Satisfaction Survey metrics-Provided coaching, feedback, and mentoring to achieve desired business results by actively listening to representative’s phone calls, identifying areas of concern, and conducting meetings to drive improvements-New Hire Class Course Facilitation

Phoenix, Az

Trained the Retirement Plan (401 k) Advice Specialists (in both Phoenix, AZ and Cleveland, OH) to utilize Charles Schwab’s Retail Division software programs and processes to gather prospect information for Retail Branch offices to utilize which allowed them to explain the benefits of having the Participant’s assets all in one location, to open new accounts, and to successfully transfer assets to the firm. Responsible for reporting that included Outbound Campaign Call outcomes and monthly incoming asset results per representative and by team. Created documentation and tables utilizing this data and to be forwarded to leadership. Reviewed daily Mutual Fund trades reports (for Retirement Plan Participants) to search for errors and worked with internal teams and a 3rd party vendor via email and phone to rectify any errors found.

Phoenix, Arizona, United States

Handled inbound sales calls from prospective and existing clients. Worked with prospects and clients to identify their investment needs in order to match company products and services appropriately. Responsible for identifying and cross-selling additional services. Planned and executed follow upoutbound calls for sales leads generated from Schwab.com and Client Service groups. Managed andresponded to all email inquiries from prospective clients from Schwab.com. Provided oversight and resolved all new account setup, asset consolidation, and operational issues. Provided expert knowledge in products and services, systems usage, account processes and procedures to other team members.▪ Delivered $66 million in net new assets (NNA) to the firm in 2008.▪ Converted 674 new households to Schwab services. An average of 2-3 prospects per dayestablishing accounts with Schwab.▪ Selected to participate in the quality assurance of the new Online Chat software application.Result: Participated in the user acceptance testing and pilot of the application prior to full rollout.Ensured that the new application increased productivity and sales for the company.▪ Annual Excellence in Service Award Winner for 2006.▪ Participated in the pilot group for assessing the client relationship tool called MARS (Siebelsystem). Provided feedback on the functionalities which resulted in critical enhancements to theapplication.▪ Provided peer support/assistance in manager’s absence, the evaluation and distribution of allemails generated on Schwab.com from prospective clients. Ensured that there was an equitabledistribution of the emails to the team based on sales potential. Reviewed and approved emailsfrom teammates to outside prospective clients to check for compliance and appropriate level ofbusiness communication.

Phoenix, Az

Handled inbound calls from clients inquiring about local seminar events. Provided expert knowledgeregarding the content of the workshops. Enroll, reschedule, and cancel attendees for scheduledworkshops. Managed on-site event enrollment and registration.

Phoenix, Az

Handled inbound emails from prospective and existing clients. Provided response through email oroutbound calls. Worked with clients to identify their investment needs in order to match company products and services appropriately. Responsible for identifying and cross-selling additional services. Provided oversight and resolved all new account setup, asset consolidation and operational issues. Provided expert knowledge in product and services, systems usage, account processes and procedures to other team members.▪ Consistently ranked in the top 3 for asset conversion through management of high volume ofemails. Handled more than 4,800 emails annually with assets ranging from $30 million to $40million.▪ Nominated by management as the recipient of Excellence in Service Award for 3rd Quarter 2004.

Greeted and welcomed guests upon arrival, registered guests into the computer, verified reservations, addresses, and guest’s credit information. Responsible for up-selling guests to higher level rooms based on availability. Accepted payment for guests' accounts both at the time of registration and at checkout. Maintained a house bank, made deposits, and reconciled daily reports of receipts. Issued keys to and controlled entrance of safety deposit boxes. Answered guest calls, tracked all guest requests and issues. Ensured timely completion and follow through with guest. Provided support to Daytime Reservations Group by booking reservations during evening hours.

Phoenix, Arizona, United States

Ensured efficient guest registration, check out and telephone service. Observed, coached, and provided new and ongoing training for all Front Desk staff to ensure that established procedures were completed. Ensured appropriate public relations techniques were utilized, courteous and professional conduct were maintained, proper identification and credit were established for all transactions. Organized staff schedules and breaks. Conducted interviews and hired employees. Assisted in the Y2K conversion.

San Francisco, California, United States

Assisted the Department Head in the management of the Food and Beverage function within the hotel including the restaurant, room service and bar areas. Maintained high standards of quality, service and merchandising to maximize profits. Assisted in the selection, hiring, training and development of team members, oversight of departmental administration, and implementation of effective control of inventory and labor costs. Ensured guest satisfaction and resolved guest requests and issues. In manager’s absence was Manager on Duty.