Tiffiney Pitman
Middleburg,FL
Summary
Dynamic insurance agent with a strong focus on sales strategies and customer service. Experienced in guiding clients through tailored policy selections, enhancing client satisfaction and loyalty through effective communication and timely follow-ups.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Insurance Agent
Direct Auto - Allstate
Middleburg, FL
12.2023 - Current
- Guided clients in selecting tailored insurance policies that met their specific needs.
- Explained policy terms and conditions to ensure client understanding.
- Informed clients about optional coverages and additional benefits to enhance their insurance protection.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Conducted regular follow-ups to maintain client relationships and satisfaction.
- Addressed customer inquiries promptly, enhancing service quality and client satisfaction.
- Utilized CRM systems to manage client information and track interactions.
Insurance Agent
North FLA Insurance
Jacksonville, Florida
04.2023 - 12.2023
- Educated customers on policy details and coverage options to enhance understanding and informed decision-making.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Conducted regular follow-ups with clients to ensure satisfaction and address concerns.
- Resolved customer inquiries and issues through clear communication strategies, improving overall client satisfaction.
- Processed new applications and promptly updated client information to ensure accuracy and compliance.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Processed payments received from clients promptly according to established procedures.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Achieved repeat business and referrals through personalized services.
Home Warranty Claim Authorization
Fidelity National Home Warranty
remote, FL
2022 - 2023
- Completed day-to-day duties accurately and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Identified needs of customers promptly and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Remote Medical Claims Customer Service
Blue Cross Blue Shield
Remote, FL
08.2020 - 12.2021
- Utilized Availity chat system to provide doctors' office back staff with assistance to resolve claims, billing issues and process ls. Provide necessary information to advise, track or resolve payment issues to get claims resolved in a timely manner. Utilizing exceptional accuracy in tying and the ability to research a claim history accurately and often in a rushed production environment while accessing 4-7 different pieces of software while observing HIPPA compliancy.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
Education
GED -
Middleburg High School
Middleburg, FL06-1986
Skills
- New client acquisition
- Quotes and sales
- Sales strategies
- Policy writing
- Client retention
- Customer service
- Problem solving
- Time management
- Effective communication
Certification
- 2044 Property and Casualty License
- 214 Life and Annuity License
Timeline
Insurance Agent
Direct Auto - Allstate
12.2023 - Current
Insurance Agent
North FLA Insurance
04.2023 - 12.2023
Remote Medical Claims Customer Service
Blue Cross Blue Shield
08.2020 - 12.2021
Home Warranty Claim Authorization
Fidelity National Home Warranty
2022 - 2023
GED -
Middleburg High School