Summary
Overview
Work History
Education
Skills
References
Timeline
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Shannon H Coleman

4429 Archibald Way, Raleigh,NC

Summary

Dynamic professional with a proven track record in customer retention strategies and CRM software proficiency, demonstrated at PetPartners Pet Insurance. Skilled in building client relationships, communication and creative solutions. I excel in listening to clients and adjusting/upselling policies to meet their needs. A self-starter and team player, my career spans from specialized pet care to business ownership and management, showcasing a versatile skill set and a positive, results-oriented approach.

Overview

23
23
years of professional experience

Work History

P & C Licensed Retention Agent

PetPartners Pet Insurance
Raleigh, NC
03.2021 - Current
  • Licensed in all 50 states, Guam, Puerto Rico, and the U.S. Virgin Islands.
  • Excelled in policy retention.
  • Assisted customers with inquiries regarding account information, billing, and service-related issues.
  • Adjusted existing policies by adding coverage.
  • Added new pets to existing policies.
  • Sold new individual and multi-pet policies across several brands (PetPartners, AKC Pet Insurance, Felix Cat Insurance and Toto Pet Insurance).
  • Patiently explained products and services to customers.
  • Compassionately worked with policyholders to adjust policies to better fit their needs.

Owner, Pet Care Specialist

2 Poodles & A Kaboodle of Fun
Raleigh, NC
2007 - Current
  • Provided exceptional attention and care for pets.
  • Kept accurate, daily log of pet sitting, dog walking and grooming.
  • Generated new clientele by creating relationships with local vet hospitals.

Commercial Sales / Driver

AutoZone
Raleigh, NC
07.2020 - 02.2021
  • Customer service
  • Forged and cultivated strong relationships with commercial customers within fast-paced and constantly moving environment.

Merchandiser

Home Depot
Raleigh, NC
06.2018 - 11.2020
  • Worked on an 11 person team performing merchandising for all departments.
  • Communicated and coordinated planogram execution with store management.

Owner / Lead Designer

Garden Thyme Designs, LTD
Raleigh, NC
01.2002 - 10.2017
  • Oversaw project execution, phase progress, workmanship and team performance to drive on-time completion of projects.
  • Developed business, marketing and sales plans to promote business.
  • Displayed workmanship, design concepts at trade show.
  • Acted as contract designer for landscape installation companies.

Education

Master of Arts - Landscape Architecture

NCSU College Of Design
Raleigh, NC

Design Studio - Landscape Architecture

Harvard University
Cambridge, MA

Bachelor of Arts - International Politics

Sweet Briar College
Sweet Briar, VA

Certificate - Business

Sweet Briar College
Sweet Briar, VA

Skills

  • Creative solutions
  • Client relationship building
  • CRM software proficiency
  • Upselling strategies
  • Call center experience
  • Customer retention strategies
  • Proficient with Microsoft Word, Excel, Powerpoint, Teams, VPN
  • Very efficient, focused remote worker
  • Self starter
  • Team player
  • Detail oriented
  • Friendly, positive attitude

References

Available upon request.

Timeline

P & C Licensed Retention Agent

PetPartners Pet Insurance
03.2021 - Current

Commercial Sales / Driver

AutoZone
07.2020 - 02.2021

Merchandiser

Home Depot
06.2018 - 11.2020

Owner / Lead Designer

Garden Thyme Designs, LTD
01.2002 - 10.2017

Owner, Pet Care Specialist

2 Poodles & A Kaboodle of Fun
2007 - Current

Master of Arts - Landscape Architecture

NCSU College Of Design

Design Studio - Landscape Architecture

Harvard University

Bachelor of Arts - International Politics

Sweet Briar College

Certificate - Business

Sweet Briar College

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Shannon H Coleman