TIA TRUFANT
Ft. Lauderdale,USA
Summary
Detail-oriented administrative and customer support professional with extensive experience in intake, benefits verification, underwriting, scheduling, and high-volume client communication. Licensed Life, Health, & Variable Annuity agent in 23 states, with a proven ability to analyze information, resolve issues, manage confidential data, and support customers with accuracy and empathy. Skilled in scheduling, logistics coordination, CRM management, and cross-functional collaboration. Known for exceptional communication, strong follow-through, rapid learning of new systems, and the ability to excel in both phone-based and chat-only support environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Independent Health Advisor
Trufant Health Advisors
Sunrise, FL
07.2025 - Current
- Contact prospective customers to market and sell health insurance and supplemental products using company-provided, purchased, and self-generated leads.
- Conduct detailed interviews with prospective and existing clients to evaluate their financial situation, health status, and current coverage, determining specific insurance needs.
- Explain plan features, benefits, limitations, and cost structures to help clients understand how different options affect their healthcare and finances.
- Customize insurance solutions to fit individual needs, assist clients with applications, and process enrollments from start to finish.
- Maintain strong client relationships by managing policy renewals, resolving inquiries, addressing complaints, and assisting with claims when needed.
- Ensure full compliance with state and federal insurance regulations while maintaining accurate electronic and paper documentation.
- Stay current with healthcare industry updates and participate in ongoing training to enhance product knowledge, compliance awareness, and sales techniques.
Account Manager
SquareDash
Ft. Worth, TX
10.2022 - 05.2023
- Managed day-to-day account support for a large portfolio of contractors, ensuring smooth platform usage and timely resolution of service issues.
- Provided proactive platform guidance and coached contractors on strategies to maximize their available credit lines and improve cash flow.
- Oversaw accounts receivable collections for contract advances, ensuring timely repayment and maintaining accurate financial records.
- Managed accounts receivable processing for property owners, ensuring proper invoicing, documentation, and follow-up.
- Collaborated cross-functionally with operations and product teams to escalate platform issues and improve user experience.
- Delivered high-level customer service, building strong relationships with contractors, property owners, and internal teams.
- Stealth Startup (Fintech)
Underwriter/Customer Advocate/Notary Public
Captain
Louisville, KY
02.2022 - 04.2023
- Vetted 60+ contractors prior to enrollment in the Receivable Purchase Program.
- Underwrote $30M+ in claims within 12 months, assessing eligibility based on financial soundness and operational capacity.
- Analyzed financial statements and business documents to ensure accuracy, completeness, legal compliance, and adherence to company policies.
- Performed comprehensive risk assessments of funding applicants, evaluating scalability, capacity, performance history, and key risk indicators.
- Documented loan and claim denials and recorded the specific rationale for declining applications.
- Monitored, recorded, and escalated contractor noncompliance with funding covenants.
- Developed and implemented underwriting and claims policies tailored to a high-growth Fintech startup environment.
- Performed both traditional and remote online notarizations, ensuring accuracy and legal compliance.
- Researched and resolved customer complaints, providing detailed feedback to leadership to improve processes and reduce repeat issues.
- Documented all interactions, updates, and findings in HubSpot, ensuring accurate recordkeeping.
- Collaborated closely with operations and sales teams to refine onboarding processes based on real-time data from contractor and homeowner interactions.
- Supported leadership with special projects to drive operational improvements and company growth.
- Escalated material findings to leadership in a timely and appropriate manner.
- Stealth Startup (Fintech)
Administrative Assistant/Human Resources/Production Assistant
One Source Exteriors
Nashville, TN
10.2018 - 02.2022
- Entered all employment applications into the payroll system and verified HR documentation for accuracy and compliance.
- Processed weekly payroll for roofing crews and administrative staff.
- Acted as the gatekeeper for all employee, customer, and vendor files, ensuring accuracy, confidentiality, and proper organization.
- Applied for LLCs, EINs, and Workers’ Compensation coverage for sales teams operating in Florida.
- Prepared and submitted documentation required for roofing permits across WY, LA, AL, MT, and 30+ jurisdictions in Florida.
- Recorded all Notices of Commencement and maintained jurisdictional compliance files.
- Submitted Workers’ Compensation reports to the Wyoming Department of Workforce Services on behalf of the company’s qualifier.
- Prepared reports for Owens Corning to ensure proper credit for material purchases.
- Coordinated with the production manager to build jobs, including placing orders with suppliers and scheduling deliveries.
- Managed all job invoices, processed payments for materials, and maintained accurate cost-tracking spreadsheets for each storm location.
- Entered all contracts into Skynova and maintained detailed electronic and physical customer folders.
- Assisted sales teams by securing housing accommodations in storm deployment areas.
- Applied for insurance supplements for each job, including drafting supplement documentation, submitting to adjusters, and conducting persistent follow-up until funds were disbursed.
Human Resources Manager
My Affordable Roof
Naples, FL
06.2018 - 10.2018
- Managed the full employee lifecycle, including hiring, onboarding, disciplinary actions, and terminations.
- Processed weekly payroll for all statewide employees, ensuring accuracy and timely submission.
- Tracked and maintained complete employee records while ensuring strict confidentiality and compliance with company policies.
- Fostered positive employee relations and contributed to employee satisfaction and retention by promoting a supportive work environment.
- Assisted the Vice President with special projects and high-priority operational tasks.
- Responded promptly to all Better Business Bureau (BBB) complaints statewide to maintain company accreditation and protect brand reputation.
Permit Coordinator/Production Assistant
My Affordable Roof
Naples, FL
12.2017 - 10.2018
- Managed the full permitting process for 300+ residential roofing projects, preparing complete permitting packages for submission to county and municipal agencies.
- Coordinated with production managers to create and maintain permit and construction schedules across multiple jurisdictions.
- Demonstrated strong time management and organizational skills in a fast-paced, high-volume environment requiring constant multitasking.
- Supported setup and execution of residential roofing projects, job sites, and production workflows.
- Assisted managers and roofing crews with work orders and translated documentation into Spanish to accelerate project completion.
- Delivered high-level customer service with consistent follow-up and resolution.
- Promoted within six months due to exceptional performance, communication, and leadership.
Education
Bachelor of Science - Business Administration
University of Central Florida
Orlando, FL12.2001
Skills
- Salesforce and HubSpot
- VanillaSoft and TextDrip
- Xactimate and AccuLynx
- Skynova and Loom
- Microsoft Outlook
- Spanish and Japanese
- Verbal and written communication
- Client-facing professionalism
Certification
- Life & Health Insurance License, AL, AR, CO, FL, GA, IL, IA, KS, KY, LA, MD, MI, MO, MS, NC, NV, OH, OK, SC, TN, TX, VA, WI, Active and Appointed
- Variable Annuity Authority, FL, TX, LA
References
Available upon request.
Timeline
Independent Health Advisor
Trufant Health Advisors
07.2025 - Current
Account Manager
SquareDash
10.2022 - 05.2023
Underwriter/Customer Advocate/Notary Public
Captain
02.2022 - 04.2023
Administrative Assistant/Human Resources/Production Assistant
One Source Exteriors
10.2018 - 02.2022
Human Resources Manager
My Affordable Roof
06.2018 - 10.2018
Permit Coordinator/Production Assistant
My Affordable Roof
12.2017 - 10.2018
Bachelor of Science - Business Administration
University of Central Florida