Heather Shaughnessy
Mililani Town,HI
Summary
Focused and dedicated insurance professional with 3 years of experience providing superior customer service and rates for P&C policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
10
10
years of professional experience
Work History
Independent Insurance Agent- Principle
HNS Insurance LLP
Mililani , Hawaii
08.2022 - Current
- Worked collaboratively with colleagues from different departments such as marketing, finance, in order to develop new strategies for selling products.
- Maintained accurate records of client information including contact details, policy numbers, premium payments, claims history.
- Identified cross selling opportunities by assessing existing customer portfolios.
- Provided ongoing support for existing customers through phone calls or emails.
- Provided personalized service to customers to determine their specific insurance needs.
- Identified opportunities for cross-selling additional products or services within existing accounts.
- Responded promptly and effectively to all customer inquiries regarding billing statements or policy updates.
- Assessed customer's risk profile and recommended appropriate insurance plans.
- Processed policy changes, renewals, cancellations, endorsements, and other transactions efficiently and accurately.
- Developed and maintained relationships with clients to ensure they received the best possible insurance coverage.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Achieved repeat business and referrals through personalized services.
Independent Insurance Agent
Hawaii Bonds and Insurance
Honolulu, HI
07.2021 - 08.2023
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Responded to customer inquiries and problems to promote great service.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Achieved repeat business and referrals through personalized services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
CNA, Float Pool
NURSEFINDERS, Honolulu, Hawaii
Honolulu, HI
01.2015 - 01.2019
- Answered signal lights, bells or intercom systems to determine resident needs.
- Facilitated activities of daily living, personal hygiene management, feeding and ambulation.
- Conducted routine checks on patient vitals, blood pressure, blood sugar and heart rate.
- Turned and repositioned residents using proper body mechanics to prevent pressure ulcers.
- Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status.
- Rendered hands-on nursing care under direct RN supervision, adhering to medical center policies and procedures.
- Documented activities and recorded information in EMR system.
- Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
Education
Insurance
Property And Casualty Certificate
Honolulu, HI07-2021
CNA Certification - Nursing Assistance
Sinclair Community College
Dayton, OH10.2011
Skills
- Policy Writing
- Cold Calling
- Customer Service
- New Client Acquisition
- Client Retention
- Client Relations
- Policy Renewals
- Customer Follow-Up
- Insurance Sales Strategy
Timeline
Independent Insurance Agent- Principle
HNS Insurance LLP
08.2022 - Current
Independent Insurance Agent
Hawaii Bonds and Insurance
07.2021 - 08.2023
CNA, Float Pool
NURSEFINDERS, Honolulu, Hawaii
01.2015 - 01.2019
Insurance
Property And Casualty Certificate
CNA Certification - Nursing Assistance
Sinclair Community College
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