Kalyn Shaffer
Noblesville,IN
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Helping clients understand and choose the right insurance products for their needs.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Account Representative
Angie Sutton State Farm
Noblesville, IN
02.2025 - Current
- Explained complex insurance terms and coverage options.
- Property and casualty as well as life insurance sales.
- Developed strategies to cross-sell additional products to existing clients.
Financial Representative
Northwestern Mutual
Indianapolis, IN
06.2024 - 02.2025
- Provided timely responses to customer inquiries about financial products and services.
- Developed financial plans for clients
- Organized meetings with potential clients to discuss their financial goals and objectives.
EFDA
Aspen Dental
Kokomo, IN
09.2018 - 06.2024
- Passed instruments to dentist, gently sprayed water, suctioned fluids and mixed materials to support dentists during procedures.
- Selected and prepared tools used for procedures by sanitizing and arranging.
- Maintained dental lab equipment by sanitizing surfaces and organizing tools, and instruments.
- Assisted dentist in management of medical or dental emergencies.
- Made impressions and took impressions for mouthguards.
- Placed and removed matrices and temporary separating devices.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Identified needs of customers promptly and efficiently.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Student Loan Specialist
Navient Solutions
Fishers, IN
08.2017 - 09.2019
- Assisted with completion of documentation such as FAFSA paperwork, answered questions and delivered key information.
- Received and posted payments to loan accounts.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Service Desk Associate
Menards Distribution Center
Carmel, IN
05.2014 - 11.2017
- Routed, tracked and managed client's service desk tickets from inception to close and documented issues and results.
Education
EFDA - Dental Assisting
Dental By Lynn
Fishers, IN06.2018
Dental Assistant - Dental Assisting
Indianapolis Dental Assisting School
Indianapolis, IN05.2018
High School Diploma -
Noblesville High School
Noblesville, IN06-2015
Skills
- Chair-side duties
- X-ray proficiency
- Physical examination knowledge
- Crowns specialist
- First aid trained
- Disinfecting rooms and equipment
- Patient counseling
- Restorative dentistry
- Medical records management
- Exam room setups
- Dental staff support
- Restorative procedures
- Sterilization techniques
- Calm Under Pressure
- Teamwork and Collaboration
- Verbal Communication
- Dependable and Responsible
- Communication
- Recordkeeping
- Friendly, Positive Attitude
- Insurance sales
- Policy writing
- Financial planning
- Cross-selling strategies
- Claims processing
- Insurance products
- Property insurance
Certification
- Expanded Functions Dental Assisting License
- Life and Health License
- Property and Casualty License
Timeline
Insurance Account Representative
Angie Sutton State Farm
02.2025 - Current
Financial Representative
Northwestern Mutual
06.2024 - 02.2025
EFDA
Aspen Dental
09.2018 - 06.2024
Student Loan Specialist
Navient Solutions
08.2017 - 09.2019
Service Desk Associate
Menards Distribution Center
05.2014 - 11.2017
EFDA - Dental Assisting
Dental By Lynn
Dental Assistant - Dental Assisting
Indianapolis Dental Assisting School
High School Diploma -
Noblesville High School