Shannon Harris
De Pere,United States
Summary
Results-driven Account Manager with extensive experience in the insurance industry. Expertise in problem-solving and client education, successfully driving customer satisfaction and sales growth. Ready to leverage skills in service delivery to support organizational objectives.
Overview
1
1
Certification
22
22
years of professional experience
Work History
Personal Lines Department Head/Account Manager
Bayland Insurance Group, LLC
Suamico, WI
08.2023 - 08.2026
- Responded quickly to customer needs to support service delivery.
- Delivered strong service during in-person and phone conversations.
- Helped customers with questions and requests to improve satisfaction.
- Supported coworkers by contributing to team collaboration.
- Used software tools to streamline processes and improve operational performance.
- Created social media campaigns to raise brand awareness and meet customer needs.
Licensed Sales Producer
Oak & Shield Insurance Services (remote)
O'Fallon, MO
03.2023 - 06.2023
- Drove outbound property and casualty sales success through consistent prospecting.
- Built insurance plans tailored to varied client needs.
- Applied CRM tools to monitor leads and streamline sales pipeline activity.
- Delivered strong results in outbound property and casualty sales role.
- Advanced sales pipeline visibility through accurate CRM tracking of leads.
CSR/Insurance Producer
captive agencies
Green Bay, Wisconsin
10.2021 - 03.2023
- Guided clients in selecting suitable insurance policies to meet specific needs.
- Serviced existing agency business with a strong focus on customer satisfaction.
- Educated clients on claims processes and policy details.
- Outside and Inside Sales
- Lines of business: Life, Medicare Supplements, Auto, Home, Umbrella, Specialty.
Claims Adjuster
Jewelers Mutual
Neenah, Wisconsin
07.2019 - 07.2021
- Reviewed insurance claims for jewelry and related items.
- Checked policy coverage and identified claim eligibility.
- Collected information from third parties to help determine claim acceptance.
- Routine claim investigation and fraud prevention.
Client Service and Claims
Ameriprise Auto & Home Insurance
De Pere, Wisconsin
04.2004 - 07.2019
- Worked with coworkers from different backgrounds to support goals and resolve product and service issues.
- Helped improve customer satisfaction by answering problems with knowledgeable, friendly service.
- Responded to complaints filed with Insurance Commissioner.
- Met or exceeded quality standards consistently.
- Routinely promoted throughout Client Service and Claims. Titles included: client service associate, rewrite associate, client service technical supervisor, auto claims adjuster, and total loss adjuster.
Education
Bachelor of Arts - Interdisciplinary Studies
University of Wisconsin, Green Bay
Green Bay, WI05-2014
Skills
- Sales strategy
- Customer education
- Policy analysis
- Customer relationship management
- Service excellence
- Problem solving
- Effective communication
- Active listening
- Client retention
- Insurance product expertise
- Cross-promote products
- Quotes and sales
Certification
- Wisconsin Insurance License, Property, Casualty, Life & Health. NPN 7438442
- Associate in Personal Insurance
- Associate in Claims
- Associate in Insurance Services
Timeline
Personal Lines Department Head/Account Manager
Bayland Insurance Group, LLC
08.2023 - 08.2026
Licensed Sales Producer
Oak & Shield Insurance Services (remote)
03.2023 - 06.2023
CSR/Insurance Producer
captive agencies
10.2021 - 03.2023
Claims Adjuster
Jewelers Mutual
07.2019 - 07.2021
Client Service and Claims
Ameriprise Auto & Home Insurance
04.2004 - 07.2019
Bachelor of Arts - Interdisciplinary Studies
University of Wisconsin, Green Bay