Shelby Shafer
Grand Junction,CO
Summary
Motivated Insurance Specialist recognized for exceptional sales performance and compliance knowledge. Demonstrated ability to educate clients and streamline claims processes, looking to leverage expertise to drive client satisfaction and operational efficiency.
Overview
3
3
years of professional experience
Work History
Insurance Specialist
State Farm
Grand Junction, CO
04.2024 - Current
- Processed insurance applications, ensuring compliance with company policies and regulations.
- Assisted clients in understanding policy options and coverage details.
- Coordinated claims processing, providing timely updates to clients and teams.
- Utilized CRM software to track client interactions and manage account information.
Insurance Customer Service Representative
Western Colorado Insurance
Grand Junction
10.2022 - 04.2024
- Assisted clients with policy inquiries and claims processing to ensure timely resolution.
- Managed customer accounts, ensuring accuracy in information and updates.
- Educated clients on coverage options, helping them make informed decisions.
- Handled high-volume inbound calls while maintaining professionalism and efficiency.
Skills
- Quotes and sales
- Licensed in property, causality, life and health in Colorado and Utah
- submitted 349 policies last year with $196,800 in premium
Timeline
Insurance Specialist
State Farm
04.2024 - Current
Insurance Customer Service Representative
Western Colorado Insurance
10.2022 - 04.2024