Jill Shively
Woodland Hills
Summary
Adept at maintaining regulatory compliance while fostering team collaboration to achieve strategic objectives. Committed to continuous professional development and enhancing operational efficiency.
Experienced with assessing client needs and conducting thorough policy reviews. Utilizes negotiation and market analysis to secure optimal insurance coverage for clients. Knowledge of regulatory compliance and risk management ensures quality and reliability in all advisory services.
Insurance professional with comprehensive background in risk management and client advisory services. Known for delivering tailored insurance solutions and fostering long-term client trust. Valued for collaborative approach, adaptability in dynamic environments, and strong commitment to achieving results through effective communication and problem-solving.
Experienced insurance professional equipped to deliver outstanding results. Skilled in risk assessment, policy management, and client relations, ensuring optimal coverage solutions. Strong team collaborator with focus on adaptability and effective communication. Known for reliability and achieving targets in dynamic environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Broker
Self-employeed
01.2020 - Current
- Prepared detailed written reports outlining investigation results.
- Maintained accurate records of all claims files including notes from meetings, correspondence sent and received.
- Verified liability extent with reviews of police reports, medical treatment histories and other records.
- Developed comprehensive insurance plans tailored to client needs, enhancing satisfaction and retention.
- Conducted in-depth market analysis to identify competitive offerings, informing strategic decision-making.
- Collaborated with underwriting teams to assess risk profiles, ensuring accurate policy placements.
- Mentored junior brokers on industry best practices, fostering professional growth and knowledge sharing.
- Streamlined client onboarding processes, improving efficiency and reducing turnaround time for policy issuance.
- Implemented customer relationship management systems to enhance client communication and service delivery.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
Medicare Insurance Agent
Blue Shield of CA
12.2016 - 01.2020
- Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
- Answered questions and responded to inquiries to deliver high level of service to patients.
- Granted, modified, denied, or terminated assistance based on key information and eligibility determination.
- Educated clients on Medicare options, ensuring informed decisions aligned with individual healthcare needs.
- Facilitated enrollment processes, enhancing customer satisfaction through streamlined communication.
- Developed and maintained relationships with healthcare providers to ensure comprehensive service delivery.
- Analyzed client data to identify trends, optimizing policy recommendations for improved outcomes.
- Trained new agents on compliance regulations and sales techniques, fostering a knowledgeable team environment.
- Led initiatives to improve operational efficiency in claims processing and customer support systems.
State Farm Agency Owner
State Farm
01.2014 - 12.2016
- Prepared staff work schedules and assigned team members to specific duties.
- Executed performance reviews to encourage improved productivity for team members.
- Created effective business plans to focus strategic decisions on long-term objectives.
- Delegated work to staff, setting priorities and goals.
- Processed referrals and promoted company services and products to increase sales.
- Pursued continuing education and training programs to increase professional development.
- Appraised inventory levels on frequent basis, ordering new merchandise to keep quantities well-stocked.
- Developed and implemented strategic marketing initiatives to enhance brand visibility and customer engagement.
- Led a team of agents in delivering exceptional customer service and achieving high satisfaction ratings.
- Analyzed market trends to identify growth opportunities and adjust service offerings accordingly.
- Managed operational workflows, ensuring compliance with regulatory requirements and company policies.
Education
Bachelor of Arts -
University of Phoenix
07-2015
Skills
- Report writing
- Risk assessment
- Data analysis
- Regulatory compliance
- Customer service
- Claim investigation
- Detail orientation
- Decision making
- Communication skills
- Record keeping
- Problem solving
- Team building
- Proactive team player
- Sales presentations
- Driven
- Claims handling
- Life and health insurance
- Policy coverage expert
- Commission-based sales
Certification
- P& C license, Life & Health license, Property Claims Adjuster Licenses in Florida, Texas and Oklahoma
Timeline
Insurance Broker
Self-employeed
01.2020 - Current
Medicare Insurance Agent
Blue Shield of CA
12.2016 - 01.2020
State Farm Agency Owner
State Farm
01.2014 - 12.2016
Bachelor of Arts -
University of Phoenix