Summary
Overview
Work History
Education
Skills
Timeline
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Gail Shefcyk

Killingworth,CT

Summary

Accomplished Insurance Agent and Financial Planner at Primerica, renowned for exceptional customer service and financial planning expertise. Leveraged strong communication skills to build client relationships and tailor insurance solutions. Demonstrated professionalism and ethics, enhancing client satisfaction and retention. Proficient in data entry, ensuring accurate client information management.

Overview

9
9
years of professional experience

Work History

Insurance Agent / Financial Planner

Primerica
03.2008 - 09.2009
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Researched multiple life insurance plans tailored for each client.
  • Guided clients into proper life insurance and/or annuities based on their financial needs.
  • Processed all client information into database.

Sales Associate / Management Trainee

FootPrints
03.2006 - 05.2007
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Processed customer profile and multiple orthopedic inventory items into database.
  • Acted as Purchase Agent when needed.
  • Worked with customers on their specific specialty product needs.
  • Office management trainee with administrative duties to work independently in the office and throughout the store departments.

Mortgage Loan Officer

Andy Ross Group Brokerage
05.2003 - 03.2006
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.

Assistant Manager

Middlesex Hospital Gift Shop
06.2000 - 03.2003
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Inventory Purchase Agent. Responsible on purchasing all new items.


Education

High School Diploma -

Morgan High School
Clinton, CT

Skills

  • Customer service
  • Professionalism and ethics
  • Quotes and sales
  • Data Entry
  • Financial Planning
  • Microsoft - Word - Excel

Timeline

Insurance Agent / Financial Planner

Primerica
03.2008 - 09.2009

Sales Associate / Management Trainee

FootPrints
03.2006 - 05.2007

Mortgage Loan Officer

Andy Ross Group Brokerage
05.2003 - 03.2006

Assistant Manager

Middlesex Hospital Gift Shop
06.2000 - 03.2003

High School Diploma -

Morgan High School

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Gail Shefcyk