Danielle Shepherd
Cloverdale,IN
Summary
Highly motivated and personable insurance professional with nearly two decades of experience across customer service, sales, policy management, and claims handling. Known for exceptional communication, empathy, and the ability to build trust quickly with clients. Brings strong problem-solving skills, attention to detail, and a proactive approach to supporting agents and clients in fast-paced, goal driven agency environments.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Zufall – Forsman Allstate Agency
03.2018 - Current
- I provide high-level customer service, assisting clients with policy changes, payments, coverage explanations, and claim support. I conduct comprehensive insurance reviews to ensure clients maintain accurate and appropriate coverage. I handle all surplus lines while remaining compliant and manage all claims scenarios from first notice of loss through resolution. I handled all in-house marketing. Additionally, I assist the agent with all assigned tasks to support daily agency operations and maintain strong client retention through proactive service and clear communication.
Licensed Sales Producer
Forsman Allstate Agency
11.2016 - 03.2018
- During my time at the Forsman Agency, I quoted and sold auto, home, and specialty insurance policies while educating customers on their coverage options. I assisted with renewals, policy servicing, and risk assessments, and managed all claims scenarios from start to finish, ensuring clients received timely support and resolution.
Howard Family Allstate Agency
05.2011 - 10.2016
- I delivered exceptional customer service in a high-volume producing agency, identifying customer needs and recommending appropriate coverage solutions. I managed all policy changes, billing inquiries, and account documentation, strengthened agency performance through cross selling and upselling opportunities, and handled all claims. I handled all of our marketing. I also assisted the agent with all needs as he opened a second location running the primary agency.
Education
Diploma - Honors
Cloverdale High School
01.2002
Skills
- Customer Relations
- Coverage Analysis
- Sales and Quoting
- Surplus Lines Writing
- Problem Resolution
- Attention to Detail
- Team Collaboration
- Strong Communication
- Claim Handling & Resolution
- Marketing
Certification
- Indiana Property and Casualty Insurance License
- Indiana Life and Health Insurance License
Timeline
Zufall – Forsman Allstate Agency
03.2018 - Current
Licensed Sales Producer
Forsman Allstate Agency
11.2016 - 03.2018
Howard Family Allstate Agency
05.2011 - 10.2016
Diploma - Honors
Cloverdale High School