Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tiffani Sheehan

Sidney,Mt

Summary

Dynamic insurance agent with a proven track record at Tiffani Sheehan Farmer’s Agent, excelling in client needs analysis and upselling. Skilled in regulatory compliance and operations management, I foster strong client relationships while efficiently managing policy renewals, ensuring optimal coverage and satisfaction. Committed to continuous learning and delivering exceptional customer service.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Insurance Agent

Tiffani Sheehan Farmer’s Agent
07.2016 - 05.2025
  • Assisted clients in understanding insurance policies and coverage options.
  • Developed proficiency in policy management software for efficient client service.
  • Conducted research on market trends to support client needs and preferences.
  • Provided administrative support by maintaining accurate client records and documentation.
  • Engaged in continuous learning about insurance products and industry regulations.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.

Manager

Mangy Moose
02.2014 - 03.2016

Inventory management

display and stocking

customer service

cash handling


Education

High School Diploma -

Plains High School
Plains, MT

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Client needs analysis
  • New client acquisition
  • Upselling
  • Regulatory compliance
  • Industry regulations
  • Operations management
  • Marketing strategies
  • Property examination
  • Data entry

Certification

P & C License

life Insurance License

Surety Bond License

Flood License

Health Insurance License

licensed in Idaho and Montana

Timeline

Insurance Agent

Tiffani Sheehan Farmer’s Agent
07.2016 - 05.2025

Manager

Mangy Moose
02.2014 - 03.2016

High School Diploma -

Plains High School
Tiffani Sheehan