Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Shari Alton

Hamilton

Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Seasoned Payroll Specialist with vast knowledge of preparing and submitting payroll-related reports. Comfortable with maintaining confidential and sensitive employee information to comply with payroll policies and procedures. Aptitude for problem-solving and thinks outside box to find creative solutions.

Overview

40
40
years of professional experience

Work History

Personal Lines Agent/Account Manager

Gates-Cole Associates
09.2023 - Current
  • Educated clients on available coverage options, empowering them to make informed decisions about their insurance needs.
  • Conducted thorough risk assessments to accurately determine appropriate coverage levels tailored to individual client needs.
  • Maintained accurate records of all client interactions, policy changes, and sales activities, ensuring seamless communication among team members and timely completion of tasks.
  • Assisted clients in filing claims efficiently, facilitating prompt resolution and maximizing their satisfaction during difficult circumstances.
  • Leveraged strong attention to detail when reviewing policies for accuracy, minimizing errors and potential claim disputes.

Insurance Agent

Miles B Marshall Inc
10.1985 - 09.2023
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.

Education

High School Diploma -

Hamilton Central School
Hamilton, NY
06.1985

Skills

  • Insurance Coverage Review
  • Client Needs Analysis
  • Quote Information
  • Quotes and Sales
  • Property and Casualty Insurance Sales
  • Underwriting and Adjustments
  • Customer Service and Assistance
  • Form Completion and Submission

Accomplishments

  • Licensed Property & Casualty Agent, 1990
  • Licensed Life & Health Agent, 2005

Timeline

Personal Lines Agent/Account Manager

Gates-Cole Associates
09.2023 - Current

Insurance Agent

Miles B Marshall Inc
10.1985 - 09.2023

High School Diploma -

Hamilton Central School

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Shari Alton