Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Timeline
Generic

Shannon Borgmann

Troy,MO

Summary

Dynamic, forward thinking Recruiting Specialist successful in the marketing and development of qualified candidates in the insurance industry for agency ownership. Adept at quickly learning new technologies and a strong background in sales and project management .

Overview

16
16
years of professional experience
1
1
Certification

Work History

Agency Recruitment and Development Specialist

Shelter Insurance
09.2022 - Current
  • Collaborated with senior management of an industry leading, multi billion dollar company to develop strategies to identify and connect with qualified candidates for agency leadership roles in the insurance and financial services industry
  • Secured, planned and led in person meetings with business and community leaders to build candidate referral networks and attended job fairs / hiring events to identify and recruit new candidates
  • Utilized social media, job posting boards, and ATS /Workday while using diversity and inclusion best practices to identify potential candidates
  • Reviewed resumes, phone screened, scheduled and conducted in person interviews, background checks and assessed depth of candidates natural market inventories for potential marketing opportunities and business development
  • Prepared, presented and discussed agency compensation plan packages and licensing requirements with candidates before working with them on business plan development so candidates can be moved forward to targeted selection interviews with leadership teams for final selection process into agency ownership.
  • Enhanced candidate pool by proactively sourcing qualified applicants through various channels, such as social media, job boards, and networking events.
  • Developed strong referral partnerships with community leaders and centers of influence in targeted areas .
  • Developed strong client relationships through consistent communication and attentive service.
  • Analyzed marketing data and trends to identify opportunities for improvement.

Licensed Insurance Broker

DAS Insurance/ USA Mortgage
03.2021 - 09.2022
  • Worked under the direction of USA Mortgage / DAS Acquisitions executive leadership team to develop and launch a successful "in house " startup insurance brokerage firm.
  • Collaborated with human resources to source , hire ,develop ,license and appoint new property & casualty insurance producers.
  • Worked with a consulting team to secure carrier partnerships with 22 leading companies in the property and casualty insurance industry.
  • Developed and implemented lead pipelines segments from mortgage lender referral partners to establish best practices and workflow.
  • Implemented marketing strategies to integrate lead sources from all branches in the Missouri and Arkansas, Ohio and Texas regions as non-resident producers.
  • Increased client satisfaction by providing personalized insurance advice and policy recommendations.
  • Developed strong relationships with clients resulting in a high level of trust and multiline policy conversion to drive profitability and retention with a monthly written premium typically $24,000-$30,000.
  • Assisted in training new brokers on company procedures, product offerings, sales techniques, and compliance requirements.

Agency Development Manager

Dan Schade American Family Insurance
10.2020 - 03.2021
  • Managed business/ agency operations, monitored agency sales growth / retention metrics .Optimize day-to-day operations of client services, policy management, and sales of new policies and financial products .
  • Maintained licensing requirements with state insurance compliance as well American Family's best practices and procedures .
  • Updated and implemented new business processes and strategies to improve profitability and customer satisfaction post COVID-19 lockdown..
  • Developed strong relationships with key clients, resulting in increased client satisfaction and retention rates while cross selling to drive new business and premium growth through referrals and quote conversion.
  • Evaluated market trends to identify new opportunities for business growth and managed marketing campaign logistics utilizing Atlas platform for postcard and quote mail campaigns.

Licensed Property and Casualty Insurance Producer

State Farm Mutual Automobile Insurance Company
08.2018 - 10.2020
  • Specialized in consultative selling and designated agency claims liaison , managing 25-30 incoming calls / emails from customers and responding to internet marketing leads for new business prospects.
  • Worked closely with a tenured, successful agent to manage and maintain an established book of business while working to market and promote new business opportunities .
  • Coordinated and managed travel plans and agenda to support, assist, and accompany agent to political action committee meetings and networking events.
  • Attended Economic Development meetings and supported agent in preparing presentations with business leaders and community members to promote civic engagement and development.
  • Worked closely with the local Chamber of Commerce to market, attract, and develop business partnerships bringing employment opportunities, commerce, and support of community outreach programs to the area.
  • Enhanced project efficiency by streamlining production processes and implementing time-saving strategies.
  • Established strong relationships with clients, resulting in repeat business and increased referrals.

Hotel Opening Team Management/Human Resources Assistant

Ameristar Casino Resort Spa St. Charles
10.2007 - 02.2009
  • Enhanced onboarding experience for new hires by creating comprehensive orientation materials and training programs along with personal development workshops ,performance check-ins and coaching sessions to deliver the 4 Diamond level of excellence in gaming resort and spa experience.
  • Participated in recruitment and selection process for hotel operations / front desk and housekeeping staff . Worked beside Hotel Director and Executive Housekeeper to develop and train 24 hour staffing of a 400 room all suite 4 Diamond rated resort hotel and on premise spa with consistent market share and excellent J.D Powers ratings .
  • Cultivated relationships with high value gaming guests as an Ambassador Host and identified customers based on gaming habits ,spending patterns and previous history to give them access to complimentary upgrades ,access to luxury amenities ,special events and personalized services and experiences.
  • Collaborated with department managers on workforce planning strategies to identify staffing needs within their departments to accurately prepare and staff for near capacity occupancy and sell out events.
  • Supported talent acquisition efforts by screening resumes, scheduling interviews, and performing reference checks for prospective candidates.

Education

Hotel Restaurant Management -

University of Missouri
Columbia, MO
01.1993

Skills

  • Account / Sales Management
  • Business Development/ Project Management
  • Recruitment Marketing / Talent Acquisition
  • Industry Networking / Passive Candidate Engagement
  • Business Acumen/ Active listening
  • Behavioral Interviewing /Candidate Assessment
  • Product Knowledge / Relationship Selling
  • Effective Communication / Interpersonal Skills
  • Client Service / Retention
  • Sales / Expense Reporting
  • Sales and Management Software ( Workday, AMS, CRM and Agency Zoom )

Accomplishments

State and National Records Women's Powerlifting ADFPF ,USPA ,USAPL


Certification

  • Property and Casualty License, 10/2018, 04/2024
  • Life and Health Insurance, 12/2018, 04/2024
  • Driver's License

Affiliations

  • Competitive powerlifting
  • Volunteer with non-profit children's charities
  • Traveling

Timeline

Agency Recruitment and Development Specialist

Shelter Insurance
09.2022 - Current

Licensed Insurance Broker

DAS Insurance/ USA Mortgage
03.2021 - 09.2022

Agency Development Manager

Dan Schade American Family Insurance
10.2020 - 03.2021

Licensed Property and Casualty Insurance Producer

State Farm Mutual Automobile Insurance Company
08.2018 - 10.2020

Hotel Opening Team Management/Human Resources Assistant

Ameristar Casino Resort Spa St. Charles
10.2007 - 02.2009

Hotel Restaurant Management -

University of Missouri

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Shannon Borgmann