Shannon Graves

• Work remotely from a home office daily overseeing a team while ensuring proper tax & compliance guidelines are met, that include but are not limited to account processing and top performing client services
• Works directly with underwriters, compliance and SL tax team on a daily basis to get taxes filed and paid timely & seamlessly
• Strives for the most efficient & consistent processes possible
• Assisted in creating SL tax procedures & processes for a newly centralized SL tax department
• Vast experience in SL taxes with mergers & broker of record transfers
• Currently the SL Tax Team’s cross trainer.

• Work in the insurance office daily to ensure proper operational administrative duties, that include but are not limited to account processing and top performing client services
• Works directly with underwriters, compliance and other service teams on a daily basis to get taxes filed and ensure issue of new business is compliant
• Responsible for filing and paying the states in a timely manner
• Worked with offsite manager to oversee the tax team for our location including departmental training.

• Property, Casualty, Business & Life Insurance
• Manage the insurance office daily to ensure proper operational administrative duties, account processing, top performing customer service & sales
• Works directly with underwriters on a daily basis to analyze insurance changes or issue new business
• Responsible for supervision & training of office staff & agents
• Recruiting & marketing assistance.

(Office relocated out of the area) Managed insurance office daily to ensure proper operational administrative duties,

• Account processing and top performing customer service. Responsible for supervision & training of office staff & agents. Recruiting & marketing assistance.
• Supervised in providing excellent customer service to callers requiring assistance for Life and Health policies.

• Promoted to a manager’s position supervising 10+ staff
• Foster an environment in which guests enjoy high levels of service and employees are motivated to deliver top performance
• Manage front-end operations to ensure friendly and efficient transactions at checkout
• Maintained computer and physical filing systems.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
• Coached new hires on company processes while managing employees to achieve maximum production.
• Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.

Expired as of 4/30/2021

Concentration in accounting and business studies

Training: Completed online/in-class courses to achieve associates degree in accounting.