KIMBERLY SHEFFNER
Huntington Beach,CA
Summary
Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Insurance Agent
AFLAC and Colonial Life
Huntington Beach, CA
06.2011 - Current
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Maintained accurate records of all insurance transactions using computer software systems.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Scheduled meetings with prospective clients to discuss available products and services.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
Insurance Agent
United Health Care
Santa Ana, CA
06.2009 - 02.2011
- Inbound and outbound calls
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Provided customers with information regarding plan features, pricing, and availability.
Teller/Manager
US Bank
Westminster, CA
09.2004 - 06.2009
- Ensured adherence to bank policies and procedures by all tellers.
- Resolved escalated customer issues in accordance with established protocols and standards.
- Developed best practices for handling customer inquiries quickly and efficiently.
- Reviewed customer account information for accuracy prior to processing transactions.
- Developed and implemented a customer service training program for new tellers.
- Monitored daily cash levels to ensure accurate balancing of accounts at the end of each day.
Teller/Manager
Bank of America
Newport Beach, CA
08.2002 - 09.2004
- Ensured adherence to bank policies and procedures by all tellers.
- Resolved escalated customer issues following established protocols and standards.
- Developed and implemented a customer service training program for new tellers.
- Monitored daily cash levels to ensure accurate balancing of accounts at the end of each day.
- Created reports detailing transactions, deposits, withdrawals, and other banking activities for management review.
- Managed teller staff schedules while ensuring adequate coverage at all times.
- Performed regular audits of teller transaction records to identify discrepancies or errors.
Cashier/Customer Service Manager
Goodwill Inc
Willmar, MN
03.2000 - 07.2002
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Resolved customer complaints professionally in accordance with company policy.
- Issued receipts, refunds, credits or change due to customers.
- Kept records of purchases; maintained orderly appearance of checkout area; restocked supplies as needed.
Customer Service Manager/Cashier
Albertsons
Las Vegas, NV
10.1987 - 03.2000
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Resolved customer complaints professionally following company policy.
- Money handling and cash Audit for cashier and safe
Education
Some College (No Degree) - General
Orange Coast College
Costa Mesa, CASkills
- Policy Renewals
- Customer follow-up
- Leads Prospecting
- Client Relations
- Lead Development
- Client Retention
- Account Management
- Customer Service
- Life Insurance
- Cash Handling
Accomplishments
- Top Performer many years
Certification
- Insurance License
Timeline
Insurance Agent
AFLAC and Colonial Life
06.2011 - Current
Insurance Agent
United Health Care
06.2009 - 02.2011
Teller/Manager
US Bank
09.2004 - 06.2009
Teller/Manager
Bank of America
08.2002 - 09.2004
Cashier/Customer Service Manager
Goodwill Inc
03.2000 - 07.2002
Customer Service Manager/Cashier
Albertsons
10.1987 - 03.2000
Some College (No Degree) - General
Orange Coast College
Similar Profiles
KISWANA GAINESKISWANA GAINES
Customer Care Specialist at American Family Life Assurance Company Of Columbus (AFLAC)Customer Care Specialist at American Family Life Assurance Company Of Columbus (AFLAC)
Cheri A. SchonCheri A. Schon
Independent Insurance Advisor at AFLAC Voluntary Benefits/Independent Life ProducerIndependent Insurance Advisor at AFLAC Voluntary Benefits/Independent Life Producer
HOPE C. HOLLANDHOPE C. HOLLAND
Benefits Advisor Professional at AFLAC (American Family Life Assurance Company)Benefits Advisor Professional at AFLAC (American Family Life Assurance Company)
ELISE DEFFENBAUGHELISE DEFFENBAUGH
Sales and Education Executive at Salt & StoneSales and Education Executive at Salt & Stone
Oscar HernandezOscar Hernandez
Advanced Manufacturing Engineer at Becton DickinsonAdvanced Manufacturing Engineer at Becton Dickinson