Michael Shannon
Orlando
Summary
Results-driven insurance agent with over 12 years of experience in quotes, sales, and client needs analysis. Known for building strong relationships and delivering tailored insurance solutions that exceed client expectations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Agent
AAA Life Insurance
Omaha, NE
01.2025 - 02.2026
- Developed personalized insurance solutions for clients, enhancing their financial security.
- Conducted thorough policy reviews to ensure compliance with industry regulations and client needs.
- Utilized CRM software to manage client interactions and streamline communication processes.
- Delivered exceptional customer service by addressing inquiries and resolving issues promptly.
- Participated in training sessions to enhance knowledge of new policies and industry trends.
Insurance Agent
QuoteManage
Denver, CO
07.2020 - 01.2025
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Educated clients on product offerings, improving understanding of insurance benefits and options available.
- Maintained accurate documentation of client interactions and policy changes for auditing purposes.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
Insurance Agent
Mancine Enterptises
Altamonte Springs, FL
01.2018 - 03.2020
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Insurance Agent
Pioneer American
Orlando, FL
09.2016 - 12.2017
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Insurance Agent
Senior Solutions
Sanford, FL
03.2015 - 08.2016
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
Insurance Agent
American Senior Benefits
Altamonte Springs, FL
03.2014 - 03.2015
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Utilized CRM software to manage client relationships.
- Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
Education
Associate of Science - General Studies
Valencia College
Orlando, FL08-1985
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client needs analysis
- Life insurance
Certification
12 years
Timeline
Insurance Agent
AAA Life Insurance
01.2025 - 02.2026
Insurance Agent
QuoteManage
07.2020 - 01.2025
Insurance Agent
Mancine Enterptises
01.2018 - 03.2020
Insurance Agent
Pioneer American
09.2016 - 12.2017
Insurance Agent
Senior Solutions
03.2015 - 08.2016
Insurance Agent
American Senior Benefits
03.2014 - 03.2015
Associate of Science - General Studies
Valencia College