Taylor Thom
Bozeman,MT
Summary
Dynamic Licensed Insurance Producer with proven success at Carey Leep Agency, now Tamara Majszak Agency. I work hard to enhance client satisfaction through personalized consultations and effective risk assessments. I am skilled in personal and commercial lines insurance sales strategy and client relationship management. I consistently exceeded performance expectations while fostering strong client loyalty and driving agency growth. I take pride in being extremely knowledgeable, efficient, resourceful, proactive, and motivate.
Overview
6
6
years of professional experience
Work History
Licensed Insurance Producer
Tamara Majszak Agency
03.2025 - Current
During my time here I was an:
all lines retention, new business, CRM system, and product specialist. I wrote, maintained, serviced, and renewed policies in Excess and Surplus lines and for Farmers Insurance. I created policies and procedures to provide broader service and support to our book of over 2800 policies.
Licensed Insurance Producer
Carey Leep Agency
10.2020 - 02.2025
During my time here I was an all lines retention, new business, CRM system, and product specialist. I wrote, maintained, serviced, and renewed policies in Excess and Surplus lines and for Farmers Insurance. I created policies and procedures to provide broader service and support to our book of over 2800 policies.
Accounts Receivable Manager, Office Manager
Harrington Pepsi
07.2019 - 10.2020
Maintained accounts, company delivery drivers, daily deliveries, office staff, and reduced number of past due accounts.
Education
High School Diploma -
C M Russel High School
Great Falls, MT05-2014
Skills
- Client relationship and account management
- Licensed property, casualty, life, and health insurance agent
- Strong problem-solving abilities
- Personal and Commercial lines retention, servicing, and new business specialist
- Excess and Surplus lines specialist
Timeline
Licensed Insurance Producer
Tamara Majszak Agency
03.2025 - Current
Licensed Insurance Producer
Carey Leep Agency
10.2020 - 02.2025
Accounts Receivable Manager, Office Manager
Harrington Pepsi
07.2019 - 10.2020
High School Diploma -
C M Russel High School
Similar Profiles
Erika CorralErika Corral
Insurance Producer at Tamara Heinig Insurance AgencyInsurance Producer at Tamara Heinig Insurance Agency
Lana BaileyLana Bailey
Disability Caregiver and Support Worker at Tamara NguyenDisability Caregiver and Support Worker at Tamara Nguyen
Manmita BarthakurManmita Barthakur
Chief of Staff at Tamara Leisure ExperiencesChief of Staff at Tamara Leisure Experiences
Tyler BohannonTyler Bohannon
Business Development Manager at Bridger PhotonicsBusiness Development Manager at Bridger Photonics
Michael TenneyMichael Tenney
Animal Care Specialist at ArmyAnimal Care Specialist at Army