Tracie McCoy
Chapin
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Learning Coach
Boys Farm
01.2025 - Current
- Integrated cross-curricular elements into lessons, providing students with a well-rounded education and reinforcing connections between subjects.
- Supported struggling learners with targeted instruction, resulting in increased academic achievement.
- Helped students prepare for tests and exams by providing guidance, motivation, and encouragement.
- Tutored diverse groups of students to strengthen subject comprehension, boost confidence, and build important learning skills.
Insurance Account Representative
David Strawhorn Insurnace Agency
08.2024 - 01.2025
- Worked closely with sales teams to generate leads for prospective clients through networking events, referrals from existing customers, or cold calling efforts.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to insurance policies.
- Participated in ongoing professional development opportunities to stay current on industry trends, regulatory changes, and product offerings.
Licensed Insurance Agent
Independent Insurance Agent
07.2019 - 07.2024
- Promoted products and services using upselling and other sales strategies
- Monitored customer feedback and identified areas of improvement
- Analyzed risk factors to recommend appropriate coverage levels
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
Tutor, Director, Area Support Representative
Classical Conversations Of Ballantine
08.2012 - 07.2018
- Recruited tutors, directors for local programs
- Hosted annual 3-day practicum for training and encouraging parents
- Directed summer camps at local practicums
- Served as a mentor, encourager for small groups
- Lead weekly meetings for programs
- Lead monthly Informational meetings
- Created user accounts and assigned permissions
- Enhanced customer satisfaction by resolving technical issues and providing timely solutions
- Demonstrated respect, friendliness and willingness to help wherever needed
Business Development Area Manager
South Carolina Federal Credit Union
07.1998 - 10.2011
- Introduced cost-saving initiatives to reduce losses and increase profit margin
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives
- Resolved conflicts promptly to promote positive environment for customers
- Increased overall accounts by 12% through capitalizing on new potential opportunities and developing and maintaining partnerships with 30 new companies Valued Business Partners
- Managed accounts to retain existing relationships and grow share of business
- Facilitated business by implementing practical networking techniques
- Led a team to achieve company goals and exceed targets consistently, fostering a positive work environment
- Located, developed, and promoted talented employees to cultivate collaborative and hardworking leadership team
- Oversaw budget planning, strategy development, community outreach for organization
- Worked well in a team setting, providing support and guidance
Education
Ambassador Baptist College
Shelby, NCMassage Therapy -
SC Massage Therapy
Columbia, SCSkills
- Financial Needs Assessment
- Customer Account Review
- Teamwork and Collaboration
- Goal Oriented Approach
- Client Service
- Interpersonal Skills
- Attention to Detail
- Professionalism
- Self Motivation
Certification
Health and Life License, 07/01/19 and
Property and Casualty, 08/01/2024
Accomplishments
- 2007 Employee Choice Award from South Carolina Federal Credit Union for achieving 2007 credit union annual goal of 40 financial literacy workshops.
Timeline
Learning Coach
Boys Farm
01.2025 - Current
Insurance Account Representative
David Strawhorn Insurnace Agency
08.2024 - 01.2025
Licensed Insurance Agent
Independent Insurance Agent
07.2019 - 07.2024
Tutor, Director, Area Support Representative
Classical Conversations Of Ballantine
08.2012 - 07.2018
Business Development Area Manager
South Carolina Federal Credit Union
07.1998 - 10.2011
Massage Therapy -
SC Massage Therapy
Ambassador Baptist College
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