Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Barbara Tupy

Summary

Insurance professional dedicated to streamlining operations and coaching staff members in their knowledge and efficiencies while serving clients.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Operations Supervisor

American Insurance Services
02.2021 - Current
  • Improved operational efficiency by creating and streamlining processes and implementing time-saving strategies.
  • Enhanced team productivity by providing ongoing training to staff members, utilizing internal audits to ensure consistency.
  • Managed daily operations for optimal performance, ensuring smooth workflows and timely completion of tasks.
  • Contributed to long-term strategic planning discussions within the leadership team to help shape future direction for the business.
  • Managed and maintained carrier appointments, carrier portal access, agency management system, phone systems, and internal IT.
  • Provided service to large commercial clients within the agency.
  • Conducted semi-annual and annual renewal reviews for commercial clients, including claims reviews, Experience Modification reviews, insured schedule reviews, and coverage proposals.

Commercial Lines Account Manager & Trainer

Indianhead Insurance Agency / Ansay & Associates
08.2016 - 01.2021
  • Provided training and mentorship to junior account managers, enhancing overall team performance and service quality levels.
  • Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
  • Conducted Workers Compensation Experience Modification analysis for commercial producers and clients.
  • Provided service to commercial clients, working closely with the producers to ensure optimal service and coverage.

Personal Lines Customer Service Representative

American Insurance Services
08.2015 - 08.2016


  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Selling and servicing Personal Lines property and casualty insurance policies.
  • Advising clients on insurance needs to better protect themselves.
  • Answering phones, processing payments, and processing claims.

Personal, Health, & Accident Customer Service

Cresco Insurance Agency
08.2012 - 08.2015
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Selling and servicing property, casualty, health, & accident insurance policies.
  • Advising clients on insurance needs to better protect themselves.
  • Answering phones, processing payments, and processing claims.

Education

High School Diploma -

Homeschooled
Cresco, IA
05.2006

Skills

  • Performance monitoring
  • Staff Supervision
  • Customer Relations
  • Compliance Management
  • Product Knowledge
  • Microsoft Word
  • Excel
  • Applied Epic
  • AMS 360
  • PL Rater
  • Epic Quotes
  • Fast & efficient typing skills

Certification

  • Certified Insurance Counselor (CIC), National Alliance
  • Minnesota & Wisconsin licenses in Property & Casualty, Health & Accident, and Life Insurance

Timeline

Operations Supervisor

American Insurance Services
02.2021 - Current

Commercial Lines Account Manager & Trainer

Indianhead Insurance Agency / Ansay & Associates
08.2016 - 01.2021

Personal Lines Customer Service Representative

American Insurance Services
08.2015 - 08.2016

Personal, Health, & Accident Customer Service

Cresco Insurance Agency
08.2012 - 08.2015

High School Diploma -

Homeschooled

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Barbara Tupy