Sheila Roberon
Centerville,PA
Summary
Dynamic Insurance Agent with proven expertise in client prospecting, policy renewals, and tailored insurance solutions. Committed to enhancing client understanding and satisfaction through exceptional service.
Overview
1
1
Certification
20
20
years of professional experience
Work History
Insurance Agent
Duane Jackson Insurance, Inc
Union City, PA 16438
08.2023 - Current
- Develop customized insurance solutions for clients based on individual needs and risk assessments for personal and commercial policies.
- Facilitate policy renewals and ensured compliance with state regulations and company guidelines.
- Educate clients on coverage options, enhancing their understanding of policies and benefits.
- Manage client relationships, addressing inquiries and resolving issues to maintain customer satisfaction.
- Respond to customer calls swiftly to resolve issues and answer questions.
- Build strong relationships with clients through consistent communication and excellent customer service.
- Finalize sales and collected necessary deposits.
Clerk
District Court
Titusville, PA
04.2022 - 08.2023
- Processed legal documents with precision, ensuring compliance with court procedures and regulations.
- Maintained accurate case files, organizing information for easy access by legal staff and judges.
- Scheduled hearings, coordinating dates and times between parties involved in cases.
- Responded to inquiries from the public regarding court services and procedures, providing clear guidance.
Accounting Department Manager
Fire Equipment Sales
Union City, PA
09.2006 - 04.2022
- Directed financial reporting processes, ensuring compliance with accounting standards and accuracy in financial statements.
- Processed payroll for employees, ensuring accurate calculations and timely distributions.
- Managed banking reconciliations and monthly balance sheet statements.
- Maintained compliance with federal, state, and local tax laws by staying updated on regulations and submitting timely reports.
- Maintained payroll records, verifying data integrity and compliance with regulations.
- Assisted in the preparation of year-end tax forms, including W-2s and 1099s, for timely distribution to employees.
- Assisted with annual audit, confirming accurate reconciliation of all accounts.
- Tracked customer invoices to facilitate prompt and accurate payments.
Education
High School Diploma -
Union City High School
Union City, PASkills
- Licensed insurance agent
- Professionalism and ethics
- Policy writing
- Customer service
- Property and casualty insurance
- Policy renewals
- Quotes and sales
- Policy changes
- New agent training
- Client prospecting
- Commercial insurance
Certification
- State of PA, Ohio, and New York Insurance License
Timeline
Insurance Agent
Duane Jackson Insurance, Inc
08.2023 - Current
Clerk
District Court
04.2022 - 08.2023
Accounting Department Manager
Fire Equipment Sales
09.2006 - 04.2022
High School Diploma -
Union City High School