Shamir Long

Provided expert guidance on IUL product to align with client goals for family protection and savings.

• Ranked as top agent for policy sales and annual premium over past three months.
• Delivered constructive feedback to mentees on uncovering client needs for IUL policies.

• Contacted prospective customers to present information and explain available services.
• Offered policy guidance and management to promote asset protection.
• Provided death benefits by delivering policy proceeds and reassessing client needs.
• Developed appropriate quotes based on risk information.

• Exceeded company sales goals for new policies every year (2000+ auto/motorcycle) while giving professional advice based on the customers' requests and company guidelines.
• Maintained exceptional knowledge of contract guidelines for sales on all of the policies sold to ensure compliance.
• In 2015, top 10 in the region. In 2016, #1 in the region in sales and highest report card in the region. In 2017, #1 in the region, #4 in the nation, and 3rd highest report card in the region selling $30 million worth of policies.
• Created a record of highest sales in the region ever in a year and highest amount of sales within a month that to date, still stands.
• Mentored 3rd and 4th quartile agents to help them improve their sales numbers and report card metrics.
• From 2019-2022, transferred to a local office where I was in charge of selling and servicing all property & casualty policies (to include auto, motorcycle, ID theft, homeowners, condo,, dwelling, renter's, flood, boat, umbrella, etc).
• In 2022, trained 5 new hires in sales using the same templates from my previous supervisor experience.
• Developed and coordinated trainings to help individuals learn company policies and procedures and job tasks.
• Provided constructive feedback and positive reinforcement to keep trainees motivated.
• Evaluated individuals regularly for progress or growth potential to guide decisions regarding advancement and additional training.
• Implemented and facilitated successful training programs to increase employee engagement, retention and productivity.
• Created tests, exercises and role-plays for courses to verify competency.
• Used lean six sigma to identify trends of agents performance as well as problem solve for the office based on drastic company changes

• Cross trained and coached employees to develop technical and customer service skills for 25+ states.
• Maintained exceptional knowledge of contract guidelines for servicing auto policies.
• Resolved customer inquiries and complaints requiring management-level escalation.
• Consolidated data from the performance tracker and live and recordered phone calls into actionable metrics to simplify and highlight areas of concern and opportunity for each of my agents.
• Used Lean Six Sigma experience in identifying the best approach when coaching agents in their current position as well as when helping them achieve their respective goals.
• Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
• Worked successfully with diverse group of coworkers for the business plan yearly to review current and previous year goals and results to create the next year's goals for the department as a whole and for agents individually.

• Arranged for repairs to restore service and schedules for customers vehicles
• Determined types or amounts of equipment, vehicles or personnel to meet work orders or specifications.
• Entered information on computerized systems to verify locations and notify nearest responders.
• Maintained exceptional knowledge of contract guidelines for roadside service for all claims.
• Mentored junior team members in efficiency and accuracy in handling customer inquiries regarding their roadside service.
• Used Lean Six Sigma as a Yellow Belt to determine and eliminate performance gaps between the roadside service department and the claims department.
• Created a performance tracker for multiple departments while also analyzing data to identify and eliminate departmental performance gaps.