STEPHANIE

SHIPMAN

S

S

New Albany, OH *****,

614-***-****

aduv5c@r.postjobfree.com

PROFESSIONAL SUMMARY

Results-driven insurance agent accomplished in promoting insurance products and policy upgrades to diverse demographics. Consistently exceeds targets for customer acquisition, retention and growth. SKILLS

• Client relations • New client acquisition • Relationship building

• Task prioritization • Policy sales • Leadership

• Leads prospecting • Customer service • Ability to multitask EXPERIENCE

Insurance Agent May 2021 - Current

Symmetry Financial Group New Albany, Ohio

Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge.

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• Prospected and scheduled quota of new client appointments per week.

• Interviewed and obtained all required information to quote prospective clients.

• Explained different options to prospective clients and recommended suitable insurance policies.

• Established strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate.

• Responded to customer inquiries and issues, maintaining sound sales practices.

• Set up clients with new policies, calculated premiums and established payment methods.

• Cross-checked and met policy requirements to fast-track request processing.

• Gathered financial resources and needs data from potential clients through interviews.

• Determined client needs before selecting insurers to underwrite policies.

• Selected company by requested coverage type to underwrite policy.

• Earned two promotional levels in the last six months Senior Loan Consultant October 2013 - May 2022

Huntington National Bank Columbus, Ohio

• Maintained current knowledge of changing products and services to provide superior client care. Built and maintained strong working relationships with peers in lending, retail banking and other support areas to maximize team efficiency.

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• Compiled vital financial data on customer assets, salaries and employment statuses.

• Read, analyzed and interpreted credit-related journals, bank lending policies and governmental regulations.

• Coordinated timely closings between staff, clients and external service providers.

• Assessed applicants' loan requirements with in-depth interviews.

• Verified, collected and updated information to maintain complete and accurate loan applications.

• Received and responded promptly to inquiries and requests from customers and other bank personnel.

• Located information or reports needed by underwriters, assisting with approval or denial decisions. Licensed Mortgage Loan Officer January 2010 - October 2013 Huntington National Bank Columbus, Ohio

Communicated with customers throughout loan process, assisting with questions and explaining additional requirements.

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• Educated valued customers about mortgage processes and documentation, including first-time homebuyers.

• Scheduled closing appointments with respective parties, including title companies and attorneys. Maintained high-quality service and supported accuracy, reviewing loan submissions to validate compliance with loan policies, laws and regulations.

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Gathered and entered information for pre-approval and loan process, verifying complete and fully compliant loan disclosure packages.

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• Assisted customers in choosing proper loan program to suit financial needs.

• Analyzed applicant information to determine whether creditworthiness for desired loan program.

• Verified completeness, accuracy and integrity of loan agreements.

• Assisted clients with selecting optimal loan products by explaining rates and terms. Outbound Relationship Sales Specialist February 2006 - January 2010 Huntington National Bank Columbus, Ohio

• Placed outbound calls to customers for sales and to offer additional support.

• Handled research and documentation with good prioritization and multitasking abilities.

• Grew sales volume by expertly managing conversations and overcoming objections.

• Reached out to warm leads to share information about new products and services with scripted approaches.

• Kept callers focused on products and benefits with skilled call management.

• Delivered fast and friendly service to handle questions and service complaints.

• Listened to customer requests and specifications and made suggestions to appropriately fulfill needs. Personal Banker April 2005 - February 2006

Huntington National Bank Columbus, Ohio

• Upsold customers on credit cards and other value-added options.

• Handled account management needs for new and existing customers.

• Secured passwords, keys and teller drawers, complying with internal security policies and procedures.

• Applied product and procedural knowledge to mitigate and solve customer problems.

• Developed new deposit and loan business to grow branch and increase profitability.

• Identified sales opportunities for bank services, working toward strategic sales goals.

• Called customers and prospects to promote bank, products and services.

• Established new accounts with expert processing of applications and records management requirements.

• Recommended close-match bank financial products and services to meet client needs.

• Maintained compliance with banking industry regulations, employment laws and organization policies. EDUCATION

Columbus State Community College, Columbus, Ohio

Diploma

Gahanna Lincoln, Gahanna, Ohio

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