Shannon Thomas
Baytown,TX
Summary
Insightful licensed P&C and Life & Health Agent bringing 16 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
16
16
years of professional experience
Work History
Licensed Insurance Account Manager
Ellard Insurance Agency LLC
Deer Park, TX
01.2015 - Current
- Calculated quotes and educated potential clients on insurance options.
- Strong focus on growth by writing new business from referrals.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Obtained underwriting approval by completing application for coverage.
- Upsold additional products and services after identifying customer needs and requirements.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Conducted annual reviews of existing policies to update information.
- Process endorsements/changes.
- Texas Notary Public
Licensed Insurance Representative
State Farm
Baytown, TX
02.2010 - 11.2014
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Process endorsements/changes as necessary.
- Texas Notary Public
Licensed Insurance Sales Representative
Farmers Insurance Agency
Mont Belvieu, TX
06.2006 - 02.2010
- Quote and bind policies.
- Process endorsements on existing policies.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Education
Associate of Arts - Social Sciences
Lee College
Baytown, TX12.2005
High School Diploma -
Osceola High School
Osceola, AR06.1990
Skills
- Personable and intuitive
- Proactive and Focused
- Policy Renewals
- Insurance Policy Sales
- Excellent Communication Talents
- Client Prospecting
- Office Supplies and Inventory
- Word Processing
- Records Management Systems
Timeline
Licensed Insurance Account Manager
Ellard Insurance Agency LLC
01.2015 - Current
Licensed Insurance Representative
State Farm
02.2010 - 11.2014
Licensed Insurance Sales Representative
Farmers Insurance Agency
06.2006 - 02.2010
Associate of Arts - Social Sciences
Lee College
High School Diploma -
Osceola High School
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