Tanya Wieberg
Laurie,MO
Summary
Dynamic insurance professional with a proven track record at American Family Insurance, excelling in customer service and sales expertise. Adept at building strong client relationships and delivering tailored insurance solutions, resulting in increased client retention and satisfaction. Proficient in CRM software, leveraging analytical problem-solving skills to enhance operational efficiency.
Dynamic individual with hands-on experience in the Insurance Industry and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals. Diligent Associate/Manager with solid background in retail sales and customer engagement. Demonstrated success in driving store sales and enhancing customer satisfaction through effective communication and product knowledge. Proven ability to utilize problem-solving skills and teamwork to meet customer needs and achieve sales targets.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sales Associate
American Family Insurance
02.2025 - Current
- Assisted clients in understanding coverage options, enhancing customer satisfaction and retention.
- Utilized insurance software to manage client data and documentation accurately.
- Conducted preliminary risk assessments to identify potential policy issues for resolution.
- Collaborated with underwriters to facilitate the approval of insurance applications promptly.
- Resolved client inquiries regarding policy details and claim statuses effectively.
- Monitored industry trends to support continuous improvement of service offerings.
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Followed up on denials, late payments, extensions and other special circumstances.
- Maintained high standards of customer service by building relationships with clients.
- Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
- Streamlined policy management by regularly updating client information and tracking policy changes.
- Acted as subject matter expert, answering internal, and external questions and inquiries.
- Researched and resolved routine and complex issues.
- Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
- Contributed to team performance by sharing industry knowledge and assisting colleagues in complex cases.
- Strengthened client relationships through consistent follow-ups, ensuring timely renewals and retention.
- Proactively addressed potential risks by conducting thorough reviews of clients'' policies for coverage gaps.
- Played an active role in community events as a representative for the company which increased brand awareness.
- Increased sales revenue with persuasive presentations of insurance products tailored to clients'' needs.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Utilized CRM software to manage client relationships.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
Insurance Agent
Assurance
06.2021 - 05.2023
- Developed tailored insurance plans to meet client needs and provide optimal coverage.
- Conducted thorough policy reviews to ensure compliance with industry regulations and standards.
- Built strong client relationships through effective communication and personalized service strategies.
- Utilized CRM software to track client interactions and streamline policy management processes.
- Trained new team members on best practices for client engagement and policy administration processes.
Owner
Warrior Fitness
04.2016 - 04.2019
- Developed and implemented comprehensive fitness programs tailored to diverse client needs.
- Managed daily operations, ensuring optimal functionality of gym equipment and facilities.
- Trained and mentored staff on customer service excellence and fitness protocols.
- Analyzed client progress and adjusted programs to enhance individual performance outcomes.
- Cultivated strong relationships with clients, fostering community engagement and retention.
- Oversaw marketing initiatives to increase brand awareness and membership growth.
- Evaluated industry trends to adapt services and maintain competitive edge in the market.
- Streamlined administrative processes, improving efficiency in scheduling and billing operations.
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Trained and motivated employees to perform daily business functions.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
Education
No Degree - Insurance Industry
Self Study
Home09-2019
Maries R2
Belle, MO05-1994
Skills
- Customer service
- Teamwork and collaboration
- Time management
- Problem-solving skills
- Listening skills
- Multi-tasking strength
- Problem-solving
- Excellent people skills
- Reliable and punctual
- Goal oriented
- Salesforce proficiency
- Negotiation expertise
- Sales team leadership
- Recruitment
- Performance reviews
- Cross-selling strategies
- CRM software
- Sales performance reporting
- Sales calls
- Analytical problem solver
- Direct sales
- Product knowledge
- Empowers high-performing sales teams
- Sales team training
- Lead generation
- Strategic planning
- Staff management
- Sales operations
- Social media savvy
- Pipeline management
- Positive and upbeat
- Goals and performance
- Employee motivation
- Business development and planning
- Key account management
- Client relationship management
Certification
Property and Casualty License
Life and Health License
Annuity License
Timeline
Sales Associate
American Family Insurance
02.2025 - Current
Insurance Agent
Assurance
06.2021 - 05.2023
Owner
Warrior Fitness
04.2016 - 04.2019
No Degree - Insurance Industry
Self Study
Maries R2
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