Tatica Oketa
Financial Services Professional at Self Employed | Benton Harbor, Michigan, United States
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Tatica Oketa is a seasoned Financial Services Professional who has successfully transitioned from a robust managerial role in the call center environment to self-employment, where she leverages her extensive experience to provide tailored financial solutions. With a strong focus on college planning, retirement planning, and investment strategies such as 401(k) plans and IRA rollovers, Tatica is dedicated to helping her clients navigate the complexities of financial decision-making. Her expertise extends to life insurance, mortgage protection, and funeral insurance, ensuring that her clients are well-prepared for both expected and unexpected life events.
In her current role, Tatica emphasizes the importance of relationship building and customer satisfaction, utilizing her exceptional written communication skills to foster trust and transparency with her clients. She is adept at employing effective performance measures to track progress and ensure that her clients’ financial goals are met or exceeded. Her background in customer service management equips her with the tools necessary to create a positive client experience, while her leadership skills enable her to guide clients through the often daunting financial landscape with confidence.
Tatica's proficiency in financial accounting and tax preparation further enhances her ability to provide comprehensive financial advice. She is committed to continuous learning and development, staying abreast of industry trends to offer the most relevant and effective strategies to her clients. By combining her managerial experience with her financial expertise, Tatica Oketa stands out as a trusted advisor in the financial services industry, dedicated to empowering individuals and families to achieve their financial aspirations.
Financial Services Professional at Self Employed in January 2019 to Present
Financial Services Professional at Symmetry Financial Group in May 2024 to Present
Customer Service Representative at GEICO in June 2013 to June 2024
Licensed Insurance Agent at Geico Auto Insurance in March 2013 to June 2024
Customer Service Supervisor at Xerox in January 2013 to December 2017
Manager at Instant Tax Service in November 2002 to June 2009
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Healthcare Delivery
Customer Service Representatives
Employment Practices Liability
Income Tax
Corporate Tax
Cryptocurrency
Business Planning
Financial Accounting
Generally Accepted Accounting Principles (GAAP)
Business Process
Business-to-Business (B2B)
Contract Review
Business Support
Renewals
Insurance Industry
Employee Learning & Development
Written Communication
Team Leadership
Phone Etiquette
Customer Satisfaction (CSAT)
Training and Development (HR)
Customer Satisfaction
Customer Relationship Management (CRM)
Reliability
Medicare
Customer Experience Management
Organization Skills
Customer Support
Presentation Skills
Accounting Standards
New Business Development
Easily Adaptable
Relationship Building
Direct Sales
Independent Thinking
Cold Calling
Insurance
Decision-Making
Team Motivation
Appointment Scheduling
Finance
Microsoft Office
Employee Training
Creative Problem Solving
Teamwork
Customer Service Management
Brokerage
Data Analysis
Business Analysis
Account Management
Analytical Skills
Financial Analysis
Coaching
Tax Preparation
Accounting
Computer Literacy
Typing
Scheduling
Critical Thinking
Problem Solving
Customer Service
Management
Leadership
Microsoft Word
Interpersonal Skills
Communication
Microsoft Excel
Microsoft PowerPoint
Clear Communications
Data Entry
Administration
Consumer Services
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Discover more about Self EmployedWhat is Tatica Oketa email address?
Email Tatica Oketa at [email protected]. This email is the most updated Tatica Oketa email found in 2026.
How to contact Tatica Oketa?
To contact Tatica Oketa send an email to [email protected]. (updated on October 30, 2024)
What company does Tatica Oketa work for?
Tatica Oketa works for Self Employed
What is Tatica Oketa's role at Self Employed?
Tatica Oketa is Financial Services Professional
What is Tatica Oketa's Phone Number?
Tatica Oketa's phone (313) ***-*210
What industry does Tatica Oketa work in?
Tatica Oketa works in the Insurance industry.
Tatica Oketa Email Addresses
Tatica Oketa Phone Numbers
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