Tyler Patoka

Client Services Coordinator at Voyage Wealth Architects
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Contact Information
us****@****om
(386) 825-5501
Location
Lake Elmo, Minnesota, United States, US
Languages
  • English Full professional proficiency
Skills

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Bio

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Credentials

  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    State of Minnesota
    May, 2022
    - Nov, 2024
  • Property and Casualty Licensing in Wisconsin
    Wisconsin Office of the Commissioner of Insurance (OCI)
    Oct, 2020
    - Nov, 2024

Experience

  • Voyage Wealth Architects
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Services Coordinator
      • May 2022 - Present

  • Marshfield Insurance Agency Inc.
    • United States
    • Insurance
    • 1 - 100 Employee
    • Commercial Insurance Agent
      • Oct 2020 - May 2022

      • Increased agency productivity by helping facilitate the transition of a merger between two agencies. • Proactively communicate with clients, underwriters, and members of my team to identify potential gaps in coverage that put clients’ businesses at risk. • Analyze and explain the most viable options for clients to ensure financial security and ease of mind. • Create and enhance professional relationships through cold-calling, referrals and existing relationships. • Increased agency productivity by helping facilitate the transition of a merger between two agencies. • Proactively communicate with clients, underwriters, and members of my team to identify potential gaps in coverage that put clients’ businesses at risk. • Analyze and explain the most viable options for clients to ensure financial security and ease of mind. • Create and enhance professional relationships through cold-calling, referrals and existing relationships.

  • Stevens Point Area Public School District
    • Assistant Track and Field Coach
      • Mar 2018 - Oct 2020

      • Organize personal workouts for athletes• Collaborate with coaches and athletes to enhance development • Organize personal workouts for athletes• Collaborate with coaches and athletes to enhance development

  • Sentry
    • United States
    • Insurance
    • 700 & Above Employee
    • Finance Associate
      • Jan 2020 - May 2020

      - Analyze accounting and operational data, document results- Analyze payment data and produce reports- Manage bank account cash balances, record cash activity, and analyze bank charges- Communicate with internal departments and external sources on cash management issues - Analyze accounting and operational data, document results- Analyze payment data and produce reports- Manage bank account cash balances, record cash activity, and analyze bank charges- Communicate with internal departments and external sources on cash management issues

  • Sentry
    • United States
    • Insurance
    • 700 & Above Employee
    • Special Investigations Intern (SIU)
      • May 2019 - Aug 2019

      • Researched information requests for internal investigators • Analyzed and interpreted data to share with file handlers• Used predictive analytics fraudulent models to assess the riskiness of claims• Trusted with identifying, sorting, and utilizing sensitive data • Collaborated with other interns for our internship case competition • Researched information requests for internal investigators • Analyzed and interpreted data to share with file handlers• Used predictive analytics fraudulent models to assess the riskiness of claims• Trusted with identifying, sorting, and utilizing sensitive data • Collaborated with other interns for our internship case competition

  • WSI (Warehouse Specialists, LLC)
    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 300 - 400 Employee
    • Warehouse Associate
      • May 2016 - Aug 2018

      • Inventory management• Inspected and processed inventory for shipping • Inventory management• Inspected and processed inventory for shipping

Education

  • University of Wisconsin-Stevens Point
    Master of Business Administration - MBA, MBA in Applied Leadership and Decision Making
    2019 - 2020
  • University of Wisconsin-Stevens Point
    Bachelor of Business Administration - BBA, Finance and Management
    2016 - 2019
  • Stevens Point Area Senior High
    High School Diploma, Business Management and Marketing
    2014 - 2016

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