SHARON SHANNON
OWASSO,OK
Summary
A highly organized, take-charge Insurance Agent with 7 years of Insurance experience. Specializing in Medicare Advantage plans and Life Insurance Policies. Proven track record in client relationship management, needs assessment, and regulatory compliance. Skilled in guiding clients though the complexities of insurance options, particularly with Indexed Universal Life (IUL) policies.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Agent
HIA & Associates
03.2023 - Current
- 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.
Insurance Agent
Equis Financial
07.2021 - 03.2023
- Assisted clients in meeting their life insurance needs, especially through living benefits and death benefits. Also specialized in Indexed Universal Life (IUL) Streamlined operations and prioritized tasks, allowing senior staff to increase revenue by 25%
- Maintained high standards of customer service by building relationships with clients.
- Built strong relationships with clients through consistent communication and excellent customer service.
Insurance Agent
American Income Life Insurance Company
10.2020 - 07.2022
- Educated clients on importance of adequate insurance coverage, fostering trust and loyalty among existing client base.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Maintained high standards of customer service by building relationships with clients.
Insurance Agent
Family First Life
12.2017 - 04.2019
- Educated clients on importance of adequate insurance coverage, fostering trust and loyalty among existing client base.
Education
Bachelor of Science - Business Education
University of Nebraska, Lincoln
Lincoln, Nebraska, NE12-1976
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client needs analysis
- Account management
- New client acquisition
- Life insurance
- Negotiation
- Health insurance
- Asset protection expertise
- Vision and dental insurance
Certification
- Life and Health Insurance Resident License - Oklahoma Department of Insurance. (2021)
Timeline
Insurance Agent
HIA & Associates
03.2023 - Current
Insurance Agent
Equis Financial
07.2021 - 03.2023
Insurance Agent
American Income Life Insurance Company
10.2020 - 07.2022
Insurance Agent
Family First Life
12.2017 - 04.2019
- Life and Health Insurance Resident License - Oklahoma Department of Insurance. (2021)
Bachelor of Science - Business Education
University of Nebraska, Lincoln
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