Summary
Overview
Work History
Education
Skills
Education Certification
Certification
Timeline
Generic

Shawn Wint

Brooklyn,NY

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Customer Service Repereenative/Insurance Agent

Cambridge & Leach Inc.
04.2022 - 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 accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.

Sales Representative

Great Agency
01.2017 - 03.2022
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
  • Expanded customer base through cold calling, networking, and relationship building.
  • Increased sales revenue by identifying and targeting high-potential accounts.
  • Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Generated additional sales opportunities with upselling and cross-selling techniques.

Loan Underwriter

Max Advance
01.2013 - 01.2017
  • Dependent on complexity of underwriting, functions may include reviewing financial statements, credit reports, applicable ratios, and UCC filings
  • Contacting clients and partners to gather information required to make appropriate decisions and explain rationale behind credit decisions
  • Ensure that all submitted documents are authentic, consistent, and uphold to company and industry guidelines
  • Successfully balance stringent underwriting practices with meeting productivity goals.
  • Contributed to a reduction in processing times by coordinating with other departments for prompt document retrieval and verification.

Insurance Underwriter/Customer Service Representative

Geico Direct
01.2008 - 01.2013
  • Presented and clearly explained all insurance policy options to clients based on their needs and goals
  • Collected all relevant information from applicants and evaluated them based on underwriting guidelines and strategies
  • Finalized and maintained personal lines insurance policies
  • Resolve all customer concerns and develop highly empathetic client relationships.

Education

Bachelor of Science - Finance

Long Island University
Greenvale, NY

Skills

  • Customer Service
  • Licensed Insurance Agent
  • Professionalism and Ethics
  • Quotes and sales

Education Certification

  • Long Island University, CW Post, BA, Finance, 2004
  • Nassau Community College, Associates Degree, Liberal Arts, 2002

Certification

  • Licensed: New York Property and Casualty Insurance - Expires 12/24

Timeline

Customer Service Repereenative/Insurance Agent

Cambridge & Leach Inc.
04.2022 - Current

Sales Representative

Great Agency
01.2017 - 03.2022

Loan Underwriter

Max Advance
01.2013 - 01.2017

Insurance Underwriter/Customer Service Representative

Geico Direct
01.2008 - 01.2013

Bachelor of Science - Finance

Long Island University

Similar Profiles

CREATE PROFILE
Shawn Wint