Daniel Shelton
Bassett,VA
Summary
Experienced Account Manager skilled in account management, customer service, and policy analysis. Proven ability to foster strong client relationships and ensure policy compliance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
Bearing Insurance
Danville, VA
03.2025 - Current
- Managed client accounts, ensuring comprehensive coverage and policy compliance.
- Developed and maintained strong client relationships through effective communication and service delivery.
- Processed insurance applications, endorsements, and renewals with attention to detail and accuracy.
Commercial Lines Customer Service Agent
Cothran Schoonover Insurance
Collinsville, VA
11.2023 - 01.2025
- Managed client inquiries and provided timely solutions for policy-related questions.
- Assisted clients in understanding coverage options and policy terms, enhancing customer satisfaction.
- Maintained accurate records of client interactions and policy changes within the agency management system.
- Processed payments and addressed billing account inquiries.
Barista/Barista Trainer
Starbucks
Rocky Mount, VA
06.2022 - 09.2023
- Crafted high-quality beverages following standardized recipes and customer preferences.
- Provided exceptional customer service, ensuring a welcoming environment for all patrons.
- Trained new baristas on operational procedures and best practices for efficiency.
- Managed inventory levels, ensuring timely restocking of supplies and minimizing waste.
Education
High School Diploma -
Bassett High School
Bassett05-2022
Skills
- Record keeping
- Document management
- Policy analysis
- Account management
- EPIC proficiency
- PLCS Designation
- CBIA Designation
- Teamwork and collaboration
- Customer service
Certification
- Personal Lines Coverage Specialist (PLCS)
- Certified Builders Insurance Agent (CBIA)
Timeline
Commercial Lines Account Manager
Bearing Insurance
03.2025 - Current
Commercial Lines Customer Service Agent
Cothran Schoonover Insurance
11.2023 - 01.2025
Barista/Barista Trainer
Starbucks
06.2022 - 09.2023
High School Diploma -
Bassett High School