Tara Stivason
Kittanning
Summary
Dynamic insurance professional with a proven track record at Bill Rush State Farm, excelling in relationship management and strategic planning. Adept at conducting thorough risk assessments and delivering tailored insurance solutions, I leverage my extensive product knowledge to enhance client satisfaction and retention. Committed to achieving client goals through exceptional customer service.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Sales Representative
Bill Rush State Farm
09.2022 - Current
- Assisted clients in identifying insurance needs and suitable coverage options
- Developed knowledge of various insurance products and policies
- Conducted research on market trends and competitor offerings
- Engaged in training sessions to enhance product knowledge and sales techniques
- Provided exceptional customer service to address inquiries and resolve issues
- Maintained a high level of product knowledge, staying current on industry trends and changes in regulations.
- Stayed in touch with clients to assess changing demands and offer new solutions.
- Connected with prospective clients to set appointments.
- Developed comprehensive financial plans for clients, incorporating insurance products as part of a holistic strategy for managing risk.
- Conducted regular policy reviews with existing clients to ensure continued alignment with their evolving needs and risk profiles.
- Conducted thorough risk assessments, identifying potential gaps in coverage and recommending appropriate solutions.
Insurance Account Representative
Cindy MacTaggart State Farm
08.2024 - 05.2025
- Managed client relationships to ensure satisfaction and retention of insurance policies.
- Analyzed coverage options to provide personalized solutions for clients' insurance needs.
- Processed policy applications and renewals with attention to detail and accuracy.
- Educated clients on policy features, benefits, and claims processes effectively.
Office Manager
Christ Rupp Lutheran Church
01.2014 - 10.2023
- Coordinated office operations
- Prepared weekly/monthly documents including a bulletin and newsletter
- Set up and maintained website and social media
- Provided customer service to parishioners and community
Education
High School Diploma -
Elderton High School
Elderton PA06-2003
Skills
- Goal oriented
- Strategic planning
- Relationship management
- Customer service
- Licensed insurance agent
- Product knowledge
- Customer needs assessment
- Customer engagement
- Relationship building
- Property and casualty insurance
- Auto insurance
- Insurance sales
- Life Insurance
Certification
Chartered Life Underwriter
Timeline
Insurance Account Representative
Cindy MacTaggart State Farm
08.2024 - 05.2025
Insurance Sales Representative
Bill Rush State Farm
09.2022 - Current
Office Manager
Christ Rupp Lutheran Church
01.2014 - 10.2023
High School Diploma -
Elderton High School