Audrey R. Shaffer
Lancaster,USA
Summary
Dynamic professional with expertise in life insurance sales, IT project coordination, and data analysis. Skilled in client need assessment, software implementation, and cross-functional collaboration to drive success. Proven track record in enhancing customer loyalty and optimizing system processes. Dedicated to maintaining high compliance standards and delivering tailored solutions.
Overview
13
13
years of professional experience
Work History
Insurance Sales Agent
National Income Life Insurance
New York, New York
08.2025 - 11.2025
- Licensed Life, Accident, and Health Insurance Agent (NY) delivering compliant insurance solutions aligned with client financial objectives
- Conduct Financial Needs Analysis (FNA) to support data-driven policy recommendations, enrollments, and retention
- Execute policy presentations, enrollments, and documentation in accordance with NY DFS compliance and ethical sales standards
- Support sales operations through accurate recordkeeping, process adherence, and workflow coordination
- Participate in sales training, mentorship programs, and performance workshops to enhance product knowledge and operational efficiency
Information System Coordinator
Arc Erie County New York
Williamsville, USA
05.2024 - 06.2025
- Led 25+ concurrent enterprise-level IT projects, aligning technology solutions with business and operational objectives
- Managed project timelines, budgets, risk, and stakeholder communications, ensuring data integrity, security, and compliance
- Applied Agile and Waterfall methodologies to drive efficient delivery and continuous process improvement
- Bridged technical teams, leadership, and business stakeholders to support successful implementations
- Developed and delivered a company-wide, 6-month software training program, supporting operational adoption and system usage
- Conducted system and compliance analysis, improving software policies, procedures, and risk management
- Established KPIs and performance metrics to optimize departmental systems and operational efficiency
A.P Engineer, Data Annotation/Analyst Specialist
Tesla
Buffalo, USA
12.2022 - 04.2024
- Collaborated on data operations workflows supporting Autopilot systems, including coordination of data for mechanical automation and autonomous vehicles
- Executed data processing, auditing, and quality assurance to improve operational efficiency, accuracy, and compliance
- Supported fast-paced, cross-functional engineering teams, adapting quickly to new systems, tools, and project requirements
- Managed multi-state data records and distribution (UT, NY, WA), ensuring process standardization and secure information flow
- Contributed to process improvement initiatives, system workshops, and new project transitions; recognized with multiple Data Labeler of the Week awards
Sales Associate
Shaffer Business Forms
Fresno, USA
02.2013 - 08.2019
- Cultivated strong clientele relations within central and southern California valley.
- Executed marketing strategies for custom printing designs, attracting diverse clientele.
- Maintained accurate inventory records and managed product distribution efficiently.
- Leveraged customer retention techniques to enhance loyalty among clients.
- Served a wide range of clients, from commercial enterprises to privately owned businesses.
Education
Associates Degree - Business & Management
SUNY Niagara
Sanborn, NY06-2021
Maxwell Certification -
High Road Leadership
Buffalo, NYLeadership Cohort
Buffalo, NYSkills
- Systems integration
- Software implementation
- Agile Methodologies
- Project Management
- Client Relations
- Troubleshooting
References
- Jessica Trainor, Special Events and Development Manager, (716) 449-9191
- Adam Baker, Associate Director of Clinical Treatment, (716) 812-1046, baker0389@gmail.com
- David Kaczmarowski, Network Engineer, (716) 609-9819
Volunteer Events
- Ale Trail, 09/01/24, to fundraise for Black Water Acers
- Over the Edger, 08/01/24, to fundraise for individuals with Disabilities
Timeline
Insurance Sales Agent
National Income Life Insurance
08.2025 - 11.2025
Information System Coordinator
Arc Erie County New York
05.2024 - 06.2025
A.P Engineer, Data Annotation/Analyst Specialist
Tesla
12.2022 - 04.2024
Sales Associate
Shaffer Business Forms
02.2013 - 08.2019
Associates Degree - Business & Management
SUNY Niagara
Maxwell Certification -
High Road Leadership
Leadership Cohort