Shannon Helfrich
New Orleans,LA
Summary
Professional with significant experience in insurance industry, equipped to deliver impactful solutions. Strong focus on team collaboration, adaptability, and achieving tangible results. Skilled in risk assessment, client relationship management, and policy analysis. Known for reliability and flexibility to meet evolving needs.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Independent Insurance Broker
SMH Security
01.2023 - Current
- Company Overview: Group/Individual Health & Life Benefits Coordination
- Accident, Health and Life Insurance licensed in LA & OH
- Thorough knowledge of Medicare, group health and supplemental benefits
- Group/Individual Health & Life Benefits Coordination
Membership Growth Consultant
JenCare Senior Medical
01.2022 - Current
- Company Overview: VIP primary and specialty healthcare for Medicare-eligible seniors
- Develop strong relationships with Medicare insurance brokers, social/case workers, veterans’ organizations, Unity and affiliate housing authorities to keep JenCare Medical Centers as their top provider choice for primary senior healthcare
- Collaborate with internal medical teams to properly assign and schedule first appointments of at least 15 new patients per month
- VIP primary and specialty healthcare for Medicare-eligible seniors
Enterprise Business Representative Manager & Enterprise Account Executive
Taulia
01.2020 - 12.2022
- Company Overview: cloud-based platform for supply chain finance and supplier management
- Leader to new marketing team of international EBRs purposed to create leads with Fortune 500 companies for account executives
- Conduct all hiring and develop training program for all newly onboarded reps coaching each to build Director and C suite level qualified appointments for their Account Executives
- In late 2021, I took a direct enterprise sales position for 6 months, selling working capital solutions to finance executives of Fortune 500 companies generating over $25 million in cashflow my customers
- Cloud-based platform for supply chain finance and supplier management
Director of Membership & Special Events
New Orleans Athletic Club (NOAC)
01.2017 - 12.2020
- Company Overview: private social and athletic club located in the New Orleans French Quarter
- Managed a member enrollment team, implementing innovative club policies and sales strategies to increase membership by 30% within the first 6 months
- Instructor for HIIT and spin cycle classes
- As the sole manager of the venue, my responsibilities included but were not limited to design, overseeing construction, vendor relations and contracts, creating a price structure, developing a marketing strategy and meeting or exceeding an 80% net profit on rentals within the first 18 months of open
- Private social and athletic club located in the New Orleans French Quarter
Founder
Perfect Formula Consultants
01.2009 - 12.2017
- Company Overview: fitness/wellness consulting business, targeting finance professionals and firms in the Chicago Loop
- The first venture of PFC was to conceive, design, build out, market, sell, staff and manage all day-to-day operations for a unique high intensity class-based gym which sold within 8 months of launch
- Moving forward, each project was unique building gyms and designing exercise and wellness strategies to match the needs of the businesses and individuals requiring fitness programs
- Fitness/wellness consulting business, targeting finance professionals and firms in the Chicago Loop
Education
Bachelor of Arts -
Missouri State University
Skills
- Strong negotiation skills
- Rapport building
- Consultative sales techniques
- Large account management
- Customer needs assessment
- Account management
- Teamwork and collaboration
- Problem-solving
- Excellent communication
- Critical thinking
Certification
- LA, TX & OH Life, Accident & Health License
- AML 2025
- AHIP 2025
Timeline
Independent Insurance Broker
SMH Security
01.2023 - Current
Membership Growth Consultant
JenCare Senior Medical
01.2022 - Current
Enterprise Business Representative Manager & Enterprise Account Executive
Taulia
01.2020 - 12.2022
Director of Membership & Special Events
New Orleans Athletic Club (NOAC)
01.2017 - 12.2020
Founder
Perfect Formula Consultants
01.2009 - 12.2017
- LA, TX & OH Life, Accident & Health License
- AML 2025
- AHIP 2025
Bachelor of Arts -
Missouri State University
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