Reiki, Holistic Healing, Certified Reiki Practitioner
Tyffaney Fonseca
Personal Lines Insurance
New Bedford,MA
Summary
Professional and adaptable employee with 16+ years experience in the insurance field, who has gained outstanding knowledge across diverse office platforms. Outgoing and organized with talents ranging from Marketing, personal lines assistant and newly acquired reception duties. Integrity driven with a commitment to the agency mission. Excellent communicator willing to take on diverse tasks with efficiency and reliability. Skilled at attaining daily objectives, multitasking in a fast paced environment while offering leadership in community endeavors.
Knowledgeable of EFC, EFT and agency billed payments & procedures. Works effectively with cross-functional offices while ensuring operational and service excellence.
Overview
16
16
years of professional experience
2
2
Certifications
Work History
Receptionist Supervisor
Paul & Dixon Ins. Agency
New Bedford, United States
06.2022 - Current
- Optimized organizational systems for payment collections and recordkeeping.
- Improved office operations by automating client correspondence, record tracking, data communications and VOIP.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Monitor front areas so that questions could be promptly addressed.
- Organize spaces, materials and catering support for internal and client-focused meetings.
- Conduct scanning of insurance documents into emails & staff receiving boxes.
- Stamp Registry Of Motor Vehicles dealership paperwork.
- Create Auto & Homeowners binder documents.
- Correspond with mortgage lenders regarding proof of insurance for clients.
Marketing & Asst. Account Manager
Paul & Dixon Ins. Agency
New Bedford, United States
08.2006 - Current
- Worked closely with in-house design team to develop visuals for content.
- Maintain inventory of marketing literature, archive files and sample files.
- Identified appropriate marketing channels and target customers for campaigns.
- Completed in-depth reviews of market conditions and customer preferences.
- Created documentation outlining research findings for use by project managers, customers and other marketing staff to make accurate decisions about future plans.
- Met with vendors to assess products, inquire about services and negotiate pricing.
- Updated customer database and generated lists and counts for direct marketing projects.
Education
Liberal Arts And General Studies
Bristol Community College
New Bedford, MA 09.2022 -
Art History
Univesity Of Massachusetts Dartmouth
N. DartmouthHospitality & Tourism Management
Univerity Of Massachusetts Amherst
Amherst, MASkills
Credit and collections
Documentation and control
Policy and procedure modification
Strategic planning
Workflow planning
Scheduling
Written Communication
Attention to Detail
Interpersonal Communication
Analytical and Critical Thinking
Cultural Awareness
Good Telephone Etiquette
Dependable and Responsible
Accomplishments
- Collaborated with Planning Committee members as the chairwoman of the agency's Community Outreach Committee with designing the agency's quarterly donation program for both internal & external recipients.
- Achieved Certified Professional Insurance Agent (CPIA) designation.
- Received an award for designing the agency's community outreach slogan/title that is now copy written within our agency quarterly magazine.
Certification
CPIA- Certified Professional Insurance Agent
Interests
Timeline
Liberal Arts And General Studies
Bristol Community College
09.2022 -
Receptionist Supervisor
Paul & Dixon Ins. Agency
06.2022 - Current
Marketing & Asst. Account Manager
Paul & Dixon Ins. Agency
08.2006 - Current
Art History
Univesity Of Massachusetts Dartmouth
Hospitality & Tourism Management
Univerity Of Massachusetts Amherst