Victoria Tuttle
Citrus Heights,CA
Summary
Resourceful Insurance Specialist offering expertise in problem-solving, insurance product knowledge, and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
6
6
years of professional experience
Work History
Policy Delivery Specialist (Promoted)
Pinney Insurance
11.2023 - Current
- Issuing and delivery of policy to clients, policy activation and customer service support for clients, worked on NIGO forms for policy, worked with team members to provide policy fulfillment.
- Coordinated and routed all incoming and outgoing mail for agency
- Delivered 12-15 policies daily
- 93%+ Average Issued to Placed Ratio.
- Helped agent with phone support, application fulfillment, delivery requirements for policy providers
- Worked with 40+ insurance carries for fulfillment and delivery.
- Enhanced team productivity by streamlining processes and implementing time-saving strategies.
- Assisted clients with understanding complex insurance policies, effectively addressing concerns or questions.
Agency Coordinator
Pinney Insurance
06.2021 - 11.2023
- Independent contributor, high volume phones, business email, issuing of insurance policies, office reception, customer service, agent liaison, responsibility for front desk, filing, faxing, processing HIPAA data, sorting mail, works independently, review and creation of analytics reports, administrative tasks, promoting positive work environment, working under pressure in fast-paced work environment, customer quality assurance, recording and distribution of commission checks to agents, assist with contract termination, problem solving initiatives.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Maintained a high level of confidentiality when handling sensitive client information.
- Managed incoming calls efficiently, directing inquiries to appropriate personnel for timely responses.
Team Supervisor
Vitality Bowls Restaurant
05.2018 - 06.2021
- (Started as a team member and worked up to supervisor role.) Supervision, scheduling, cashier, food prep, customer service, answering phones in a professional manner, responsibility of opening and/or closing the store, promoting positive work environment, working under pressure in a fast-paced work environment, money handling and settlement
- Team leadership role.
Education
Degree in Business Management, Modern Business -
Sierra College
Rocklin, CA08.2021
High School Diploma -
Oakmont High School
Roseville, CA06.2016
Skills
- Customer Relations
- Documentation Management
- Quality Assurance
- Sales Support
- Organization and Multitasking
- Case Documentation
- Insurance processes
- Policy understanding
- Client Education
- Agency Integrator, Paperclip, Microsoft Office Suite, Zoom, Slack
References
Available Upon Request
Timeline
Policy Delivery Specialist (Promoted)
Pinney Insurance
11.2023 - Current
Agency Coordinator
Pinney Insurance
06.2021 - 11.2023
Team Supervisor
Vitality Bowls Restaurant
05.2018 - 06.2021
Degree in Business Management, Modern Business -
Sierra College
High School Diploma -
Oakmont High School
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