SHANNON RICHARDSON

• Maintained high standards of customer service by building relationships with clients.
• Identified potential risks in client businesses and recommended appropriate insurance coverage.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
• Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
• Cross-sold insurance products to existing clients to reach sales targets.
• Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
• Collected premiums on or before effective date of coverage.
• Calculated premiums and established payment methods for sales.
• Finalized sales and collected necessary deposits.

• Developed customized insurance solutions to meet clients'' specific needs and financial objectives.
• Proactively monitored industry trends to identify potential opportunities for expanding the company''s service offerings.
• Collaborated with underwriters to negotiate favorable terms on policies, ensuring client satisfaction and retention.
• Performed accounting functions by preparing and calculating premiums.

RCS rails to maintain detailed records of clients and associated policies.

• Mentored junior team members, sharing industry knowledge and best practices for career development and growth.
• Managed a diverse book of business consisting of various personal lines coverages, consistently meeting sales targets and revenue goals.

• Assisted Clements Europe Limited assumption of lease and operations of office and provision of insurance services on RAF Lakenheath.
• Served as onsite operational supervisor to promote smooth transition for GEICO customers.
• Train Clements staff on computers and other systems used to offer insurance sales and services management.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
• Finalized sales and collected necessary deposits.
• Handled outbound and inbound sales-related calls to qualify individuals interested in purchasing insurance coverage.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

• Sought out new clients and developed client relationships through networking, direct referrals.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Handled outbound and inbound sales-related calls to qualify individuals interested in purchasing insurance coverage.
• Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
• Quoted and calculated premium rates for policies.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Finalized sales and collected necessary deposits.
• Collected premiums on or before effective date of coverage.

• Sold and fitted Dresses for brides-to-be.
• Maintained up-to-date knowledge of store sales, payment policies and security standards.
• Processed accurate credit, debit, check and cash sales transactions for customer orders.
• Stocked merchandise, clearly labeling items and arranging according to size or color.
• Created inviting environment for customers by maintaining store organization and cleanliness.
• Used product knowledge, sales abilities and customer relations skills to drive substantial sales increases.
• Managed efficient cash register operations.
• Developed strong rapport with customers and created positive impression of business.
• Manged opening and closing of store.

• Developed and deployed marketing collateral to promote properties and drive sales.
• Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
• Maintained efficient office operations by handling errands and administrative functions.
• Coordinated appointments to show marketed properties.
• Generated leads for sales and rental properties through referrals.
• Managed calendars to strategically coordinate meetings, appointments and events.
• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.

• Verified paperwork accuracy and checked for completion prior to processing.
• Organized, reviewed and filed paperwork for secure recordkeeping.
• Responded to requests for information from various individuals by providing documents.
• Processed registrations with attention to compliance with operational policies.
• Ordered supplies based on stock quantities, expected usage and budget limitations.
• Registered individuals for services.
• Collected, organized and entered students data.
• Updated computer system with latest information to keep records current and accurate.