TYREESE WELLS
Norristown
Summary
Goal-oriented Insurance Professional experienced in navigating complex policies and addressing client needs during challenging situations. Delivered client-focused solutions through effective communication and relationship management, contributing to business growth and enhanced productivity. Committed to developing tailored insurance strategies and building strong partnerships to achieve organizational objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Agent
Results CX
Norristown, PA
01.2025 - 06.2026
- Developed tailored insurance solutions for diverse client needs.
- Analyzed policy coverage options to enhance client understanding and satisfaction.
- Managed client relationships, ensuring timely communication and support.
- Trained junior agents on best practices and compliance regulations.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Insurance Agent
Ely Insurance
Philadelphia, Pennsylvania
01.2022 - 12.2024
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
Insurance Agent
Family First Life
Philadelphia, PA
01.2021 - 02.2022
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
Insurance Sales Agent
Allstate Insurance Co
Philadelphia, PA
09.2021 - 01.2022
- Upsold products to policyholders and potential new clients.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Pursued continued professional development through insurance workshops, course and webinars.
- Exceeded company sales goals for new policies.
- Followed up with customers to check on changing needs and propose new offerings.
- Made appointments with potential clients to discuss products.
Customer Service Representative
CORPRATE CALL CENTER
Blue Bell, PA
01.2017 - 12.2020
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Handled customer complaints and queries, expediting resolutions to improve customer satisfaction.
- Assisted customers in making payments on accounts and setting up payment plans.
- Informed customers about special pricing opportunities and company offerings, enhancing their understanding of benefits.
- Updated insurance policies and assessed client needs regularly to ensure appropriate coverage and service.
Leasing Agent
Keller Williams
Blue Bell, PA
01.2018 - 11.2019
- Led property tours to showcase amenities to prospective tenants and offered valuable information regarding major features.
- Motivated prospective tenants to complete applications following property tours, enhancing leasing opportunities.
- Contacted tenants regarding renewal notices to ensure timely responses.
- Conducted background checks on applicants.
- Answered calls and responded to inquiries from various parties, using strong active listening and open-ended questioning skills to resolve problems.
- Marketed property to local businesses using targeted collateral, phone outreach, and email communication to increase visibility.
- Tracked and organized correspondence with tenants to streamline communication and ensure timely follow-ups.
Education
Business Administration - Business Administration
Central Piedmont Community College
Charlotte, NC02-2009
GED - undefined
Roxborough High School
Philadelphia, PA06-2003
Skills
- Licensed insurance agent
- Sales support
- Data analysis
- Policy analysis
- Risk assessment
- Insurance underwriting
- Data evaluation
- Process optimization
- Professional ethics
Accomplishments
- Developed relationships with new clients and typically exceeded sales goals
- Consistently maintained high customer satisfaction ratings.
Certification
Licensed LIFE& HEALTH INSURANCE PROPERTY &CASUALTY - [Year]2017
Timeline
Insurance Agent
Results CX
01.2025 - 06.2026
Insurance Agent
Ely Insurance
01.2022 - 12.2024
Insurance Sales Agent
Allstate Insurance Co
09.2021 - 01.2022
Insurance Agent
Family First Life
01.2021 - 02.2022
Leasing Agent
Keller Williams
01.2018 - 11.2019
Customer Service Representative
CORPRATE CALL CENTER
01.2017 - 12.2020
GED - undefined
Roxborough High School
Business Administration - Business Administration
Central Piedmont Community College