Sara A. Stiltner
Statesville,NC
Summary
- In search of a position that utilizes my experience to grow sales by efficient execution of retail merchandising activities while providing superior customer service, for maximum business retention.
- 9 years experience in a retail setting to include merchandising.
- Licensed P & C Insurance Professional
- 11 months experience in an Insurance Call Center(Remote)
- 5 years experience in an Independent Insurance Agent's office
- Over 9 years experience adjusting property and casualty claims
- 5 years experience reviewing, and paying, health insurance claims.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Representative
Auto Club Insurance Company of Florida(AAA)
Tampa, FL
05.2023 - Current
- Call center Customer Service Representative working from home servicing AAA Insured Members
- Duties include: Answering questions and advising members on their AAA personal lines coverage for the states of Tennessee, Georgia, and Florida; Assisting with policy changes; Policy reviews; Collect payments; Look for referral opportunities to other lines of business, AAA memberships, AAA credit card.
Volunteer
The Christian Mission
Mooresville, NC
05.2022 - 05.2023
- Assist clients who have been designated as people in need with household/clothing needs
- This role is in a retail setting, and requires showing empathy to clients while enforcing rules imposed by management and program leaders
- Demonstrated you can be kind, helpful, friendly, and respectful while still guiding clients to adhere to program regulations.
Receptionist/ Insurance Agent/Customer Service
Sawyer Insurance and Financial Services
Mooresville, NC
09.2017 - 03.2022
- Manage one of two office locations for this Independent Insurance Agency
- Duties include: Answering the phone; Manage walk-in traffic; Complete Commercial and Personal Insurance Policy changes; Meet with clients for policy reviews to determine needed policy changes and look for upsell opportunities; Process mail and payments as required; Assist other agents in the quoting process for homeowners, automobile, and umbrella insurance policies; Manage the Agent/Owner's schedule.
Receptionist/Insurance Agent
Snider Insurance Group, LLC
Statesville, NC
09.2016 - 09.2017
- Duties included: Answering the phone in a receptionist role to assist customers with questions and insurance policy changes; Process Certificates of Insurance; Assisted other agents as needed with quotes for new business on Auto, Homeowners, and Umbrella Policies.
Cashier/Customer Service Coordinator
TJ Maxx
Mooresville, NC
01.2012 - 09.2016
- Responsibilities included cashier duties, customer service, and merchandising.
Education
Bachelor's Degree - Business Administration with a dual major in Business Management and Marketing
Franklin University(Accredited University)
01.1986
Skills
- Merchandising
- Upselling
- Writing Skills
- Account Management
Certification
- Insurance Claims Adjuster License, 1993-2016
- Property and Casualty Insurance Agent License, 2016, Present
Additional Information
Email that was sent to me from a AAA member:
Dear Sara, You are an outstanding customer service representative. You stuck with my mother and I through some complex changes in the transition in her policie numbers, online access and the rates increases this year. You really went the extra mile, clearly care about the customer you speak with and know the AA system and offerings. I appreciate your skill and kindness this morning.
Comments from my supervisor:
Always very professional, always in control of the call, always have the customer's best interest in mind, always work to complete call resolution.
Personal Information
Title: Licensed P & C Insurance Professional focused on team support
Timeline
Insurance Representative
Auto Club Insurance Company of Florida(AAA)
05.2023 - Current
Volunteer
The Christian Mission
05.2022 - 05.2023
Receptionist/ Insurance Agent/Customer Service
Sawyer Insurance and Financial Services
09.2017 - 03.2022
Receptionist/Insurance Agent
Snider Insurance Group, LLC
09.2016 - 09.2017
Cashier/Customer Service Coordinator
TJ Maxx
01.2012 - 09.2016
Bachelor's Degree - Business Administration with a dual major in Business Management and Marketing
Franklin University(Accredited University)
- Insurance Claims Adjuster License, 1993-2016
- Property and Casualty Insurance Agent License, 2016, Present
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