Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Generic

Stephen Tanahey

Charlotte

Summary

Reliable and organized professional pursuing a management position to apply my education, various experiences, and problem-solving abilities with the goal of benefitting and improving the work of my organization

Overview

13
13
years of professional experience
1
1
Certification

Work History

Insurance Account Representative

Denise Ayers State Farm Insurance Agency
08.2015 - Current
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Fielded customer complaints, escalating complex issues to management for resolution.
  • Trained new customer service representatives on best practices, policies and procedures.
  • Advised customers on required information for claim submissions to progress applications.
  • Liaised with insurance carriers to resolve billing errors and discrepancies.

Laborer

Signature Aquatics
05.2014 - 08.2015
  • Performed maintenance and construction on in-ground swimming pools.
  • Earned the responsibility of overseeing several pools to maintain on my own.

Worker

Feeney's Frozen Yogurt
04.2011 - 08.2013

Worked as a cashier and food preper

Education

B.S.B.A - Organizational Management

University of North Carolina At Charlotte
Charlotte, NC
05.2017

Skills

  • Insurance Policy Coverage Knowledge and procedures
  • Property & Casualty and Life & Health insurance sales
  • Customer Service and Assistance
  • Salesforce platform experience
  • Microsoft Office Suite
  • Effective communication skills
  • Conflict resolution

Additional Information

  • Member of UNCC's Men's Rugby Club 2014-2017
  • Current member of Charlotte Men's Rugby Club 2023-Current

Certification

Property & Casualty Insurance License

Life & Accident and Health Insurance License

Timeline

Insurance Account Representative

Denise Ayers State Farm Insurance Agency
08.2015 - Current

Laborer

Signature Aquatics
05.2014 - 08.2015

Worker

Feeney's Frozen Yogurt
04.2011 - 08.2013

B.S.B.A - Organizational Management

University of North Carolina At Charlotte
Stephen Tanahey