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, IA05.2006
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