Shaun Hunley
Miami Beach,FL
Summary
Motivated Team Lead possessing excellent leadership and planning abilities. Focused on delivering high-quality products on tight schedules. Monitors, trains, and encourages employees to improve skills and meet demanding targets. History of successfully developing and managing strong teams through proactive training and issue management.
Overview
6
6
years of professional experience
Work History
Team Lead Benefits Financial Analyst
Centro Benefits Research
Miami, FL
10.2021 - Current
- Prepare weekly pipeline report to present for consultant and team members
- Partner with broker to identify broker-driven goals and partner with leadership for any changes to process or templates required
- Peer review team work to provide ongoing coaching and development
- Attend pre-renewal calls with broker to identify strategy to market current benefits
Benefits Financial Analyst
HUB International
Fort Myers, FL
09.2019 - 10.2021
- Manage 70+ accounts in the marketing process of Medical & Ancillary renewals: Market renewals to carriers and spreadsheet each proposal
- Complete in a final presentation format
- Build clients online website to host their current benefits so employees have easy access to their benefits.
Customer Account Specialist
Her Rentals
Bonita Springs, FL
06.2019 - 09.2019
- Organize, track and bill a portfolio of accounts receivable of $300,000: Demonstrate high organizational skills while multi-tasking to reach teams metrics
- Bill and maintain clients’ accounts to bring in as much cash as possible while abiding by company standards.
Client Service Associate
Wells Fargo
Fort Myers, FL
08.2018 - 12.2018
- Assisted branch manager with office responsibilities: Communicated with wholesalers to schedule meetings with advisors to present products
- Deposited all checks that came through the office into clients’ accounts.
Education
Bachelor of Business Administration - Accounting
Marshall University, Lewis College of Business
05.2018
Skills
- Performance Monitoring
- Schedule Management
- Relationship Development
- Statistical Analysis
- Data Analysis
- Strong Organization
- Analytical Research
- Project Planning
- Microsoft Excel
- Cost-Benefit Analysis
Timeline
Team Lead Benefits Financial Analyst
Centro Benefits Research
10.2021 - Current
Benefits Financial Analyst
HUB International
09.2019 - 10.2021
Customer Account Specialist
Her Rentals
06.2019 - 09.2019
Client Service Associate
Wells Fargo
08.2018 - 12.2018
Bachelor of Business Administration - Accounting
Marshall University, Lewis College of Business
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