Colleen M. Shepardson
Selkirk,United States
Summary
Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
34
34
years of professional experience
Work History
Administrative Assistant and Insurance Agent
Dale E. Walts -Albany Annuity Agency
10.2000 - Current
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Created and maintained databases to track and record customer data.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance.
- Assisted development and implementation of new administrative procedures.
- Attained License to sell life insurance, annuities, disability insurance, long term care insurance.
- Handle customer problems/issues, type correspondence. Recognized for quality customer service; making complex processes easy, comfortable and effortless
- Help manage service expectations of 800+ clients.
New Business Coordinator
The Griffin Agency (MassMutual)
06.1990 - 09.1995
- Managed day-to-day responsibilities for busy, fast-paced insurance agency.
- Data entry of new business life insurance applications for 15-20 insurance agents.
- Maintained communication with Agents and Underwriters in Home Office.
Education
Associate of Applied Science - Accounting
SUNY Cobleskill
Cobleskill, NY12.1984
High School Diploma -
Notre Dame - Bishop Gibbons High School
Schenectady06.1982
Skills
- Office Administration
- Document Control
- Spreadsheets
- Computer Proficiency
- Customer Service
- Insurance Sales/Service
- Accounting Skills
- Spreadsheet Development and Management
Licenses
New York State Life and Health Insurance - April 2013 to current
Long Term Care Insurance - Current
Timeline
Administrative Assistant and Insurance Agent
Dale E. Walts -Albany Annuity Agency
10.2000 - Current
New Business Coordinator
The Griffin Agency (MassMutual)
06.1990 - 09.1995
Associate of Applied Science - Accounting
SUNY Cobleskill
High School Diploma -
Notre Dame - Bishop Gibbons High School
Similar Profiles
Dylan SkalkaDylan Skalka
Manager at Walts AerialManager at Walts Aerial
Victoria DiMartinoVictoria DiMartino
Hostess/Busser at Mac and WaltsHostess/Busser at Mac and Walts
Alec WoodsAlec Woods
Front End Bagger/Carry Out at Walts Food CentersFront End Bagger/Carry Out at Walts Food Centers