Shelby Everson

Insurance Sales Agent | Acceptance Insurance

Richmond, IN • 01/2020 - 04/2023

• Generate leads and prospect for new clients through various channels, including referrals, and networking.
• Conduct thorough client assessments to understand their insurance needs and provide suitable coverage options.
• Explain policy features, benefits, and coverage to clients, ensuring clarity and addressing any inquiries or concerns.
• Develop and maintain strong client relationships to foster trust and loyalty, resulting in high client retention rate.
• Meet and exceed monthly, quarterly, and annual sales targets, consistently ranking as a top-performing office district wide.
• Collaborate with underwriters to expedite policy issuance and resolve any issues in a timely manner.
• Stay updated on industry trends, market conditions, and insurance products to offer informed advice to clients.

• Managed day-to-day operations of the center, including staffing, scheduling, and marketing.
• Provided training and mentorship to staff members, improving team efficiency and customer service ratings.
• Conducted initial screenings of loan applications to identify missing or incomplete information, coordinating with clients to obtain necessary documents.
• Processing loan applications by collecting and organizing client documentation, verifying information, and inputting data into the system accurately.
• Conducted comprehensive loan audits to ensure compliance with regulatory standards and internal policies.
• Reconciled daily summaries of transactions to balance cash drawers and prepare daily deposits.

• Processed and verified employee time records to accurately calculate wages, overtime, and deductions ensuring compliance with federal/state regulations using Quickbooks.
• Prepared and distributed payroll checks for up to 60 employees, weekly.
• Processed and verified a high volume of invoices, purchase orders and reports to remain accurate.
• Communicated effectively with vendors to resolve discrepancies, answer inquiries and maintain positive relationships
• Assisted in month-end and year-end closing activities.
• Maintained HR records ensuring compliance with payroll including garnishments.