Insurance Agent Customer Service

PROFESSIONAL

SUMMARY

SKILLS

EXPERIENCE

SS SHAYLA SHIPLEY

Cameron, MO 64429 816-***-**** **********@*****.*** Dynamic Commercial Insurance Agent with a proven track record at MB & Associates, excelling in policy analysis and client assessment. Successfully tailored insurance programs, enhancing customer satisfaction and retention. Adept at claims management and leveraging adaptability to meet diverse client needs, driving significant growth in competitive markets.

• Policy analysis • Claims management • Client assessment

• Quotes and sales • Account management • Customer service

• Licensed insurance agent • Adaptability

March 2010 - Current

Commercial Insurance Agent

MB & Associates Cameron, MO

• Manage the placement and quoting of new and renewal commercial accounts.

• Developed relationships with customers to assist with all their insurance needs.

• Quoted multiple companies to find the most competitive rates.

• Reported claims and provided proof of insurance when customers needed.

• Processed endorsements and change requests.

• Maintained accurate records on Agency Management System.

• Used Excel to organize upcoming renewals.

Reviewed clients' existing coverage and recommended appropriate products to meet their needs.

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Assisted clients with claims processes, ensuring timely resolution and accurate claim payments.

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Tailored insurance programs specifically designed for each client's unique risk profile and budget constraints.

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Analyzed risk factors and determined suitable insurance policies for businesses in various industries.

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Conducted annual policy reviews to identify changes in client circumstances that may impact coverage requirements.

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Educated clients about importance of proper risk management strategies and how insurance can help mitigate potential losses.

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Generated leads through cold calling, referrals from satisfied customers, or strategic partnerships within community.

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January 2007 - March 2010

Credit Analyst

The Cooperative Finance Association Kansas City, MO

• Evaluate all applicants' loans greater than $250,000. Review new and existing loan requests in an accurate and timely manner and analyze credit reports and supporting documentation.

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• Collect debt verifications and determine the account's creditworthiness.

• Complete cash flow, debt service and collateral analysis.

• Identify changes in financial information and determine the cause of the change. Review and maintain reports and perform financial statement analysis for new and existing customers.

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Write reports and recommendations for new and existing customers for loan committee approval.

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• Work closely with and provide analytical support to Portfolio Managers. Compile worksheets using Excel and Access for Portfolio Managers for their renewal process.

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Conducted thorough research on industry trends and market conditions to support credit decisions.

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Analyzed financial statements and credit reports to assess creditworthiness of loan applicants.

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Utilized various software programs to streamline data collection, analysis, and reporting processes.

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April 2005 - Current

Manager of Marketing and Sales

Galloping B Ranch Turney, MO

• Assisted in delivering and picking up horses from various locations.

• Increased the sales of American Quarter Horses by 75%.

• Developed a website to advertise all aspects of Galloping B Ranch.

• Design ads for all horses for sale and at stud.

• In charge of calculating and accepting payments for breeding services. Improved the production sale profits by 20% through handling and caring for sale horses.

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• Active in developing sale catalog and bios for each sale horse. Communicate via e-mail, telephone, and face to face with current and future customers.

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Developed and implemented annual marketing plan, including targeted campaigns, on-site promotional events and resource requirements.

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• Monitored website traffic and adjusted marketing tactics accordingly.

• Developed sales and marketing strategies to increase product visibility. EDUCATION

• Created and implemented social media campaigns to engage customers. December 2006 Bachelor of Science Degree - Agriculture Business Northwest Missouri State University, Maryville, MO

• Graduated with 3.66/4.0 GPA

• Dean's List All Semesters

Graduated Phi Eta Sigma, National Honor Society,

NSCS - National Society for Collegiate Scholars

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• Obtained Lane Frost Memorial Scholarship.

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