Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sean Shaughnessey

Liberty,MO

Summary

Accomplished Insurance and Financial Services Entrepreneur with a proven track record, adept in Salesforce CRM and multiple carrier quoting systems. Expert in client acquisition, revenue generation, and wealth preservation, consistently exceeding sales targets. Renowned for building strong client relationships and delivering tailored insurance and financial solutions.


Commercial insurance professional equipped with significant industry experience and history of providing tailored insurance solutions. Expertise in risk assessment and client relationship management, with reputation for adaptability and reliability.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Commercial Insurance Agent

Mylo LLC
04.2022 - 10.2024
  • Received inbound phone calls and electronic quote submissions.
  • Leveraged advanced analytical skills to evaluate and compare policy options, ensuring clients received the best possible value for their insurance investments.
  • Advised business owners on risk management strategies to mitigate potential losses while maintaining cost-effective coverage levels.
  • Collaborated with underwriters to negotiate favorable policy terms and pricing for clients, ensuring comprehensive coverage at competitive rates.
  • Presented complex insurance concepts in a clear, accessible manner to help clients make informed decisions about their coverage needs.
  • Maintained a high level of professionalism and ethics, adhering to all applicable regulations and industry standards.

Insurance Agent

Farmers Insurance Group
06.2020 - 03.2022
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Enhanced client portfolio value by recommending personalized insurance solutions based on individual risk assessments.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurance related.

Insurance and Financial Services Entrepreneur

S.P. Shaughnessey & Company
07.2008 - 05.2020
  • Established a successful startup by researching market opportunities, creating a business plan, and executing my own operations strategy.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.
  • Spearheaded community outreach initiatives, building brand awareness and contributing positively to local community.
  • Organized seminars and workshops to educate existing and prospective clients about wealth management topics relevant to their interests.
  • Spearheaded the creation of marketing materials to showcase the team''s expertise and value proposition, attracting new clients and strengthening relationships with existing ones.
  • Built strong relationships with clients through regular communication, understanding their financial goals, and offering tailored advice.
  • Developed comprehensive financial plans for clients to achieve long-term objectives, such as retirement planning and education funding.
  • Managed investment portfolios for optimal performance by actively monitoring market trends and adjusting asset allocations accordingly.
  • Implemented tax-efficient life insurance strategies, maximizing after-tax income while decreasing client risk.
  • Navigated sensitive family dynamics when creating multi-generational wealth management plans that addressed the needs of all involved parties.
  • Collaborated with other financial professionals, including accountants and attorneys, to provide holistic wealth management services.
  • Increased assets under management by consistently acquiring new high-net-worth clients through targeted marketing efforts and referrals.

Education

Bachelor of Arts - American History

University of Missouri
Columbia, MO

Skills

  • Salesforce CRM
  • Pipeline Management
  • Microsoft Office Suite
  • Multiple Carrier Quoting Engines
  • Strategic Thinking
  • Business Law
  • Client Acquisition & Revenue Generation
  • Underwriting Knowledge
  • Wealth Preservation & Estate Planning
  • Tax-Advantaged Insurance & Annuity Planning
  • Retirement & Business Succession Planning
  • Alternative Investments

Certification

  • Licensed Insurance Agent/Broker (Property and Casualty, Life, Health) - Missouri Department of Insurance.
  • Property and Casualty Licenses - All other states.
  • Securities Licenses Series 3/7/24/63/65 - Financial Industry Regulatory Authority (FINRA - Expired).
  • Chartered Retirement Planning Counselor - College for Financial Planning - April 2007.
  • Annuities Training Certificate- Various Providers.
  • Certified Wealth Strategist - Cannon Financial Institute - July 2010.

Timeline

Commercial Insurance Agent

Mylo LLC
04.2022 - 10.2024

Insurance Agent

Farmers Insurance Group
06.2020 - 03.2022

Insurance and Financial Services Entrepreneur

S.P. Shaughnessey & Company
07.2008 - 05.2020

Bachelor of Arts - American History

University of Missouri

Similar Profiles

CREATE PROFILE
Sean Shaughnessey