Shannon Merrell
Weatherford,TX
Summary
Dynamic insurance broker with a proven track record at Symmetry Financial, excelling in claims handling and sales presentations. A proactive team player, I effectively supported brokers and enhanced customer service experiences, leveraging my knowledge of life and health insurance to drive client satisfaction and policy understanding.
Experienced with assessing client needs and conducting thorough policy reviews. Utilizes negotiation and market analysis to secure optimal insurance coverage for clients. Knowledge of regulatory compliance and risk management ensures quality and reliability in all advisory services.
Overview
18
18
years of professional experience
Work History
Insurance Broker
Symmetry Financial
06.2025 - Current
- Assisted clients in understanding insurance policies and coverage options.
- Supported brokers in preparing quotes and policy documentation.
- Learned insurance software to manage client information efficiently.
- Collaborated with team members to enhance customer service experiences.
Receptionist Administrator
Ark Contracting Services
03.2022 - 05.2025
- Managed front desk operations, providing exceptional customer service and support to all visitors.
- Coordinated appointment scheduling using office management software to ensure efficient workflow.
- Assisted in maintaining office supplies, monitoring inventory levels for optimal functionality.
- Handled incoming calls professionally, directing inquiries to appropriate staff members as needed.
- Supported administrative tasks including data entry and document organization for streamlined processes.
- Answered incoming calls, directing clients to individuals addressing specific needs.
Office Manager
M5 Enterprises LLC
09.2014 - 03.2022
- Managed daily office operations, ensuring efficiency and organization across departments.
- Coordinated scheduling and logistics for meetings and events, optimizing resource allocation.
- Oversaw inventory management, maintaining optimal stock levels of office supplies and equipment.
- Implemented office policies and procedures, enhancing workflow consistency and compliance.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Assistant Rural Carrier
US Postal Service
10.2017 - 02.2018
- Delivered mail and packages efficiently to rural customers, ensuring timely service and customer satisfaction.
- Assisted in sorting and organizing incoming mail for optimal delivery routes and improved operational efficiency.
- Operated postal vehicles safely while adhering to traffic regulations and postal service guidelines.
- Collaborated with team members to streamline delivery processes, enhancing overall workflow productivity.
Commissioned Security Officer
Tricorp Security
09.2009 - 01.2014
- Monitored premises to ensure safety and prevent unauthorized access.
- Conducted regular patrols to identify and resolve security risks promptly.
- Responded to incidents, providing first aid and coordinating with emergency services as needed.
- Maintained detailed reports on daily activities, incidents, and observations for management review.
- Collaborated with law enforcement and emergency responders to facilitate investigations and resolutions.
- Evaluated existing security infrastructure periodically, recommending improvements for enhanced protection where necessary.
Loss Prevention Officer/Sales Associate
Walmart
05.2007 - 09.2009
- Monitored surveillance systems to detect and prevent theft incidents.
- Collaborated with local law enforcement to address security breaches effectively.
- Conducted thorough investigations into suspected fraudulent activities, ensuring compliance with legal protocols.
- Trained and mentored junior staff on loss prevention techniques and procedures.
- Developed and implemented strategic loss prevention initiatives that enhanced store security measures.
Education
High School Diploma -
Springtown High School
Springtown, TX05-1988
Skills
- Proactive team player
- Driven
- Claims handling
- Sales presentations
- Life and health insurance
- Underwriting principles
Timeline
Insurance Broker
Symmetry Financial
06.2025 - Current
Receptionist Administrator
Ark Contracting Services
03.2022 - 05.2025
Assistant Rural Carrier
US Postal Service
10.2017 - 02.2018
Office Manager
M5 Enterprises LLC
09.2014 - 03.2022
Commissioned Security Officer
Tricorp Security
09.2009 - 01.2014
Loss Prevention Officer/Sales Associate
Walmart
05.2007 - 09.2009
High School Diploma -
Springtown High School
Army Veteran
I served in the Army for 4 years and am a combat veteran who served during Desert Storm. 1988-1992
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