Rebecca Shannon
York,PA
Summary
Strategic Sales Leader with over five years of insurance experience and over ten years of sales experience.
Overview
11
11
years of professional experience
Work History
Sales Executive
AssuredPartners
South Lancaster, PA
07.2023 - Current
- Developed customized business insurance plans that met the needs of clients while maximizing cost efficiency.
- Educated clients on the complexities of their business insurance policies so they can make informed decisions about their coverage options.
- Identified new business opportunities through market research, cold-calling, and networking events.
Membership Director
Out Door Country Club
York , PA
10.2021 - Current
- Increased revenue by applying marketing strategies within budget.
- Built sales goals to reflect desired growth and membership targets.
- Conducted market research and reported on competitors.
Sales Leader
State Farm
Lancaster, PA
07.2020 - 05.2021
- Used CRM database to track referrals, sales, and appointment data.
- Trained and developed new team members to improve product knowledge and selling abilities. Set and achieved team and individual sales goals on a monthly, quarterly, and annual basis.
- Built and maintained relationships with peers, customers, and upper management to drive team success.
Client Account Manager
State Farm Kevin Swanson Ins Agency
Parkton, MD
09.2017 - 07.2020
- Empowered team to exceed personal and team sales quotas.
- Provided quality customer service while cultivating client satisfaction and loyalty.
- Optimized sales volume by managing accounts and building rapport with repeat customers.
Location Manager
TrimLine Weight Loss Centers LLC
York, PA
08.2014 - 10.2017
- Interviewed, onboarded, developed, and oversaw daily activities of administrative office personnel.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Conducted individual consultations with clients to determine their health and wellness goals.
Health and Wellness Director
Penn-Mar Human Services
Freeland, MD
02.2013 - 05.2015
- Mentored talented team of direct support staff.
- Scheduled and coordinated events and activities.
- Planned, organized or led exercise routines, athletic events, and outings.
Education
Associate of Arts -
Tallahassee Community College
Tallahassee, FL06.2004
Skills
- Sales Techniques and Goal setting
- Key Account Generation
- Needs Analysis
- Business Consulting
Timeline
Sales Executive
AssuredPartners
07.2023 - Current
Membership Director
Out Door Country Club
10.2021 - Current
Sales Leader
State Farm
07.2020 - 05.2021
Client Account Manager
State Farm Kevin Swanson Ins Agency
09.2017 - 07.2020
Location Manager
TrimLine Weight Loss Centers LLC
08.2014 - 10.2017
Health and Wellness Director
Penn-Mar Human Services
02.2013 - 05.2015
Associate of Arts -
Tallahassee Community College
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