Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
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Chris Shorter

Chris Shorter

License Insurance Agent
Houston,Texas

Summary

Dynamic Licensed Insurance Agent with over five years of specialized experience and a robust background in customer service spanning more than a decade in the private sector. Expertise in medical insurance advisory, complemented by hands-on roles as a Nurse Aide and Patient Liaison, ensures a comprehensive understanding of client needs and healthcare processes. Proficient in managing loan office operations and facilitating seamless business functions, backed by QuickBooks Online certification to streamline day-to-day operations for optimal efficiency. Committed to delivering exceptional service, fostering strong client relationships, and driving business success.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Teleperformance
08.2025 - Current
  • Developed customized insurance solutions to meet client needs and enhance satisfaction.
  • Educated clients on policy options, coverage limits, and claims processes to ensure informed decisions.
  • Analyzed market trends to identify opportunities for new products and services that align with customer demands.
  • Cultivated strong relationships with clients through proactive communication and exceptional service delivery.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.

Licensed Insurance Broker

Ladybug House of Insurance & Notary Services
02.2023 - Current
  • Developed tailored insurance solutions to meet diverse client needs.
  • Evaluated policy options and provided expert recommendations to clients.
  • Built and maintained strong relationships with clients, ensuring satisfaction and retention.
  • Conducted comprehensive market analysis to identify trends and opportunities for growth.
  • Streamlined the insurance application process for clients, reducing time spent on paperwork and improving overall efficiency.
  • Conducted thorough risk assessments for potential clients, identifying potential exposures and recommending appropriate coverage levels.

Everse
09.2004 - Current
  • Contract Company that contracts us out to vendors to work, I have worked on projects with UHC in the open enrollment season, HR Block tax session, CVS pharmacy as a Benefit Verification rep.

LadyBug House of Insurance and Notary Service
02.2004 - Current
  • As a Broker, I work for the clients that I serve. I provide full service with expert advice when it comes to insurance. Setting in on closing for mortgages and doing CPA work for small businesses. I also a Mobile Notary, taken care of Well and Trust going to the hospital of the ill for the families that I serve.

Licensed Insurance Agent

Everise
09.2024 - 08.2025
  • Streamlined application processes by implementing system improvements, reducing processing time for clients.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
  • Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.

Education

QuickBooks Online Certification -

Intuit Corp.
05.2025

XCEL Online - undefined

05.2020

GED -

The Board of Edu in Toledo,Ohio
Toledo, Ohio, OH
09-1996

No Degree - Pre For Insurance State Exam

Excel Online Insurance School
Houston, TX
03-2020

Board of Insurance For Texas - Adjuster Certification

Texas All Lines Adjuster
Houston, TX

Skills

  • Strong Knowledge of Health insurance detailing with Medicaid and Medicare compliance and regulation
  • Excellent communication skills, both verbal and written
  • Attention to detail when it comes to making sure that the regulations and compliance are met
  • Certification QuickBooks Online
  • License Insurance General Lines of Insurance for Texas
  • Notary for the State of Texas
  • CPR Certification
  • STNA
  • Insurance product expertise
  • Adjuster Exam schedule to take Nov 7 2025

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved [Issue] which led to [Results].
  • Achieved [Result] through effectively helping with [Task].
  • Assisting Clients in navigating complex and most time overwhelming understand medicare and medicaid world of health insurance. While making sure that the plans tailor fit the clients needs and they gain the understand they need to make an inform decision for their healthcare needs.
  • I still use the same approach when speaking with clients when looking for life insurance but on this end I do it as a broker so represent over one hundred insurance companies products and look for the best deal for my clients.

Certification

I have my general License for the State of Texas

I also have my Notary License for the State of Texas


Interests

  • Enjoy participating in [activity] for overall physical and mental well-being
  • I participate in low-impact exercises to strengthen core muscles

Timeline

Licensed Insurance Agent

Teleperformance
08.2025 - Current

Licensed Insurance Agent

Everise
09.2024 - 08.2025

Licensed Insurance Broker

Ladybug House of Insurance & Notary Services
02.2023 - Current

Everse
09.2004 - Current

LadyBug House of Insurance and Notary Service
02.2004 - Current

XCEL Online - undefined

QuickBooks Online Certification -

Intuit Corp.

GED -

The Board of Edu in Toledo,Ohio

No Degree - Pre For Insurance State Exam

Excel Online Insurance School

Board of Insurance For Texas - Adjuster Certification

Texas All Lines Adjuster
Chris ShorterLicense Insurance Agent