Shelby Parker
Nashville,TN
Summary
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Bankers Life Insurance
Brentwood, Tennessee
08.2025 - Current
- Conducted research on market trends to enhance client recommendations.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Scheduled appointments and follow-ups with potential clients regularly.
- Assisted clients in understanding life insurance policies and options.
- Engaged in training sessions to learn about insurance products and regulations.
- Maintained accurate records of client interactions and communications.
- Built rapport with clients to foster trust and ongoing relationships.
Financial Management Analyst
Defense Finance And Accounting Services
Indianapolis, Indiana
05.2022 - 07.2025
- Collaborate with cross-functional teams to streamline financial reporting processes. Transactions and payments are tracked between customers to ensure that the data being documented is supported and accurate.
- Accurately complete monthly reconciliations in a timely manner to support audit requests, reducing the risk of audit findings for DFAS customers by 30%.
- Address and resolve customers' issues promptly, ensuring their requests are input for the month.
- Conducted variance analysis to identify trends and make recommendations for corrective action to reduce current and future variances.
- Developed process documentation for financial management procedures and policies.
- Supported audits by gathering necessary documentation and information.
Education
Bachelor of Science - Financial Economics
Ball State University
Muncie, IN12-2023
Skills
- MS word, excel, and outlook
- Documentation skills
- Account reconciliation
- Relationship building
- Teamwork and collaboration
- Analytical and critical thinking
- Flexible and adaptable
- Report generation
- Leads prospecting
Certification
- Insurance License (TN) : Life, Accident, Health
Timeline
Life Insurance Agent
Bankers Life Insurance
08.2025 - Current
Financial Management Analyst
Defense Finance And Accounting Services
05.2022 - 07.2025
Bachelor of Science - Financial Economics
Ball State University
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