Shannon Sheaffer
Newhall,CA
Summary
Results-oriented and self-motivated individual with over 15 years of insurance sales and policy management experience. Passionate about ensuring client satisfaction and driving team success. Seeking a remote position to leverage sales expertise and marketing background to achieve company objectives. Skilled in utilizing effective client outreach systems to drive sales and deliver exceptional customer service. Thrives both independently and in collaborative team environments. Proficient in providing tailored solutions that meet individual coverage needs and align with company goals. Demonstrates a comprehensive understanding of insurance policies and regulations, offering informed recommendations for appropriate protection options. Committed to cultivating loyal customer relationships and delivering high-quality service to support organizational success.
Overview
15
15
years of professional experience
Work History
Life Insurance Agent
Symmetry Financial Group
02.2022 - Current
- Developed and financed agency to build loyal client base through capitalizing on SFG lead program
- Met agency quotas through a high-volume dialing system over 100 calls per day while providing exceptional customer service
- Self-managed time and tasks for a smooth and profitable operation, remotely
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 50%.
Life Insurance Agent
Assurance
04.2023 - 04.2024
- Operated company's Business Information System to assist warm transfers of potential clients interested in insurance services
- Effectively offered and sold policies that sufficiently met clients' needs
- Cultivated customer relationships to provide customized life insurance solutions
Life Insurance Specialist & Property and Casualty
AutoClub of Southern California
04.2009 - 01.2022
- Bound insurance policies such as Auto, Homeowners and Umbrella Insurance; Term, Universal, Index Universal, Whole Life and Guaranteed Issue Whole Life insurance
- Habitually maintained high closing ratio
- Educated clients on annuity products such as Immediate, Deferred and Index Annuities while customizing products to best fit client’s retirement and investment needs
- Conducted annual policy reviews to preserve client base
- Regularly conducted Life Insurance Needs Analysis
- Created a seamless and effective referral system through referral partners
- Conducted numerous training seminars to educate and assist fellow associates in recognizing referral cues and increase their personal referral goals
Education
CA Life Insurance License
CA Accident & Health or Sickness, Life
Bachelor of Science - Marketing
California State University, Northridge
08.2008
CA Property And Casualty License
Skills
- Proficient in all Microsoft Office, AS400 DOS, WebEx, and Salesforce
- Experienced with digital communication tools such as but not limited to: Zoom, Skype, Microsoft Teams, Dropbox, DocuSign and Assuresign
- Effective verbal and written communication among co-workers and clients
- Time and task management with in place systems
- Comfortable with asking proactive questions along with offering problem-solving solutions
- Embraces change and learning opportunities with a growth mindset
- In-depth product knowledge
- Building Relationships
Accomplishments
- Million Dollar Round Table Member (multiple years)
- Diamond Elite and Diamond Award (top 20 agents in company nationwide, multiple years)
- Quality Award (multiple years)
- President’s Elite Award (recognized top 5% agents nationwide)- achieved 2012
- Agent of the Year – achieved 2012
- Qualified for numerous top producer summits throughout my career acknowledging top 10% agents for performance
Timeline
Life Insurance Agent
Assurance
04.2023 - 04.2024
Life Insurance Agent
Symmetry Financial Group
02.2022 - Current
Life Insurance Specialist & Property and Casualty
AutoClub of Southern California
04.2009 - 01.2022
CA Life Insurance License
CA Accident & Health or Sickness, Life
Bachelor of Science - Marketing
California State University, Northridge
CA Property And Casualty License