Shaun Woo
Insurance Polymath
Albuquerque,NM
Summary
- I like to help agencies, HR professionals and brokerages keep up with new technologies and sales/prospecting techniques.
- Historically, insurance professionals have been perceived by most as being dishonest and caring only about commissions. I want to help reverse that perception when possible.
- In an effort to further my insurance knowledge, in the future I would like to gain more experience in the service and underwriting fields.
- The past 5 years have been dedicated to Employee Benefits and Human Resources in the areas of reporting, federal regulatory compliance and improving open enrollment participation by implementing online benefits platforms that I build when needed.
- I have worked in a variety of roles within the insurance industry, but I currently hold a Health, Life and Accident license in NM, AZ, TX, MD, IA, SC, CA, NY, MI, OH and VA.
- I always maintain a company 1st attitude as long as the company’s motives and actions are within my moral and ethical standards.
- I’ve trained licensed health, personal lines and commercial agents in sales, client retention, service and prospecting. I have worked many years as a Business Development Manager and a WC auditor for a P&C brokerage.
Overview
5
5
years of post-secondary education
16
16
years of professional experience
Work History
Benefits Enrollment Case Builder
The Blue Orange Strategic Solutions, LLC
Bernalillo, NM
04.2019 - Current
- We are a small successful (so far) start-up in the employee benefits enrollment technology sectors
- I currently wear many hats.
- We work with Brokers and HR administrators to gather all employee benefits plans and put them on a single online enrollment platform.
- The platform handles payroll, payroll reporting, 401ks, HSAs, FSAs, Medical Insurance, Disability, Vision, Dental, Life insurance and other wellness and employee incentive programs.
- It is also a tool for managing payed time off, ACA compliance & HiPPA regulations/reporting, certifications and tracking new hires and terminations.
Life insurance Agent & Consultant
Assurance
Bellevue, WA
06.2018 - 08.2020
- Life insurance sales and customer service.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Handled approximately 200-300 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Explained advantages, features and disadvantages of various policies to promote sale of plans
- Built relationships with clients through active listening to provide excellent service.
- Calculated premiums and established payment methods for sales.
- Remained impartial in order to advise clients based on circumstances.
- Collected all premiums on or before effective date of coverage.
Director of Business Development
Poms & Associates
08.2015 - 05.2018
- Assisted property & casualty and employee benefits departments with new business sales resulting in over 500k in annual revenue.
- Assisted the premium auditing department with audits and departmental processes Broke down class codes to lower our clients premium and get back overpaid premiums in past years CRM administrator for Hubspot.
Personal Lines Representative
EZ Insurance
Orange, CA
01.2013 - 12.2015
- Hired to design and operate a marketing strategy for Commercial P&C
- Home & Auto Sales (FSC Rater)
- Navigation of carrier websites
- Increased agent awareness & utilization of current Agency Management System.
- Binding policies/Endorsements/Underwriting
- Designed sales-based protocols for Renewals/Cancellations
- Designed forms/document templates used for endorsing/cancelling/renewing policies & scripts for marketing new business
Consultant (6 Month Contract)
VBA Voluntary Benefits Advisors
Irvine, CA
03.2013 - 09.2013
- Designed a unique and highly effective strategy for appointment setting in the Group Health and Voluntary Benefits insurance industries with businesses that have 100+ employees participating in their current plan.
- Trained licensed CA Health agents as well as salaried telemarketers for appointment setting in the Group Health and Voluntary Benefits insurance industries with businesses that have 3ee-100+ employees participating in their current plan.
- Data management Implementation of technology based strategies to increase the rate of production.
Partner
YMS Insurance Solutions
Santa Ana, CA
10.2012 - 06.2013
- Implemented and designed the latest technological and communicative strategies for outbound commercial insurance marketing campaigns Solicited U.S.
- Commercial insurance agencies, individual agents, Principals and Owners for up front and/or commission based telemarketing campaigns.
- Produced on all of YMS' insurance divisions current accounts Recruited and trained new and/or current employees and administration Supervised the insurance telemarketing department by enforcing proven production techniques (and a heavy dose of charm:) Partially responsible for HR and Payrolls monetary obligations.
- The other partners agreed to buy me out. I had to take a leave of absence out of state for personal reasons. The company still operates to my knowledge.
Auto Insurance Agent
BMP Insurance
Venice, CA
10.2010 - 12.2012
- Auto Sales (Personal Lines)
- CSR tasks
- 90% of time was spent on outbound telemarketing (100 dials per day)
- Navigated carrier websites
- Bound policies/Endorsements/Underwriting Handled Renewals/Cancellations
- Designed necessary forms used for insuring/endorsing/cancelling/renewing & for marketing new business
- Helped agents utilize their current Agency Management System (AMS) by making lists of pending, cancellations, and renewals.
Commercial Insurance Telemarketer
Neilson Marketing Services (NMS Data)
Laguna Hills, CA
03.2009 - 05.2012
- Able to call on behalf of all account types (i.e. P&C Brokers, carriers, MGAs/wholesalers and companies who offer technology products to the insurance industry)
- Trained new hires and gave instructions to current employees when applicable.
- Designed scripts for insurance telemarketing (lead generation & appointment setting) for various lines of coverage
- Maintained a 24 dial an hour minimum.
Education
Graphic Design
Harbor Community College
01.1999 - 01.2001
High School Diploma - undefined
North Torrance High School
01.1996 - 01.1999
Skills
VelocifyFSC RATERAMS360QQSolutionsEz-LynxSales DialersCall fireInsureMeFive9/OracleEyebeam/XliteZohoTM ViewTalkDeskEverwell (Aflac)Hubspot (certifications for CRM and Sales Enablement)EaseCentralMicrosoft Excel & Google SheetsMicrosoft Word & Google DocsMicrosoft PowerPoint & Google SlidesGoogle FormsNCCI Class CodesDelta Dialer
Workers Compensation Auditing
Employee Benefits
Business DevelopmentCRM Design/Build/Administer
Customer serviceData managementDesigningForms Creation
Microsoft ExcelMicrosoft PowerPointMicrosoft WordNavigation of Carrier websites
OraclePoliciesProcessesQualityRapportSalesTelemarketingTyping
Employee Navigator
Multitasking abilities
Playing/teaching guitar. Graphic Design
I have helped a few agencies with logo designs and creation of uniform in-house documents/templates. I teach beginners guitar and pretend to be a rockstar at least 3 evenings a week.
Timeline
Benefits Enrollment Case Builder
The Blue Orange Strategic Solutions, LLC
04.2019 - Current
Life insurance Agent & Consultant
Assurance
06.2018 - 08.2020
Director of Business Development
Poms & Associates
08.2015 - 05.2018
Consultant (6 Month Contract)
VBA Voluntary Benefits Advisors
03.2013 - 09.2013
Personal Lines Representative
EZ Insurance
01.2013 - 12.2015
Partner
YMS Insurance Solutions
10.2012 - 06.2013
Auto Insurance Agent
BMP Insurance
10.2010 - 12.2012
Commercial Insurance Telemarketer
Neilson Marketing Services (NMS Data)
03.2009 - 05.2012
Graphic Design
Harbor Community College
01.1999 - 01.2001
High School Diploma - undefined
North Torrance High School
01.1996 - 01.1999