Summary
Overview
Work History
Education
Skills
Certification
Awards
Languages
Personal Information
Timeline
Generic

Shelley Hardee

Bastrop,TX

Summary

Seasoned professional with a proven track record in the insurance and real estate sectors, notably with Farmers Insurance Group. Excelled in agency management and customer service, growing an agency to over 1500 policies with a retention rate above 90%. Skilled in marketing and communication, adept at fostering robust client and business relationships.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Insurance Producer

Farmers Insurance Agency
Buda, TX
08.2023 - Current
  • Generated leads through referrals, online campaigns, mailers.
  • Developed appropriate quotes based on risk information.
  • Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.

REAL ESTATE AGENT

JB Goodwin Realtors
Austin, TX
11.2019 - 06.2023
  • Actively worked as a Real Estate Agent

MORTGAGE LOAN OFFICER

ROYAL UNITED MORTGAGE
Austin, TX
03.2017 - 10.2018
  • Licensed Mortgage Loan officer responsible for marketing warm leads, determining appropriate loan product to meet the borrowers need
  • Complete loan applications, collect required loan documents in order to qualify borrowers prior to submitting loan to underwriters for review
  • Point of contact with borrower throughout entire loan process

INSURANCE AGENT

TEXAS FARM BUREAU
Bastrop, TX
05.2015 - 03.2017
  • Market new customers for auto, home and life insurance
  • Cross sell existing book of business for lines of business that we offer that they have a need for
  • Provide excellent customer service to existing clients, offering annual coverage reviews to ensure that they are properly covered
  • Build positive relationships and encourage referrals from new and existing clients

LOAN OPERATIONS MANAGER

DAWN RUSH DOTSON MORTGAGE TEAM - VENTA FINANCIAL
Austin, TX
08.2014 - 05.2015
  • Responsible for communication with all parties involved in loan transaction, including borrower, Real Estate Agents, Title Company, Appraiser and Mortgage Underwriters
  • Assisted Loan Processor in clearing loan conditions in order to obtain a clear to close in a timely manner

Full Time Homemaker

06.2013 - 08.2014
  • Took some time off in order to be able to be home with kids

INSURANCE AGENCY OWNER

FARMERS INSURANCE GROUP
Austin, TX
05.1995 - 06.2013
  • Owned and operated a successful Farmers Insurance Agency in Austin Texas
  • Responsible for sales, marketing, hiring, training, payroll, taxes and providing excellent customer service
  • Cultivated positive relationships with business professions such as Real Estate Agents, Mortgage Brokers and Title Companies
  • Built an insurance agency from zero policies in force to over 1500 policies in force
  • Implemented successful marketing plans
  • Implemented successful policies to keep retention of existing clients over 90%

Education

Bachelor's - BUSINESS MANAGEMENT AND MARKETING

PARK UNIVERSITY
Austin, TX
01.1994

Skills

  • Marketing
  • Management
  • Customer Service
  • Excellent Communication Skills
  • Auto Insurance
  • Office Management
  • Organizational Skills
  • Real Estate
  • Escrow
  • Loan Officer Experience
  • Insurance Sales
  • Loan Origination
  • Underwriting
  • Sales
  • Credit Analysis
  • Salesforce
  • Account management
  • Loan processing
  • Agency management
  • Financial services
  • Typing
  • Computer skills
  • Communication skills

Certification

  • PROPERTY AND CASUALTY INSURANCE LICENSE, 05/95, Present
  • MORTGAGE LOAN ORIGINATOR LICENSE, 04/17, 12/18
  • REAL ESTATE LICENSE - INACTIVE, 09/19, 09/21

Awards

GRADUATED MAGNA CUM LAUDE, 06/94

Languages

English, Expert

Personal Information

Authorized To Work: US

Timeline

Insurance Producer

Farmers Insurance Agency
08.2023 - Current

REAL ESTATE AGENT

JB Goodwin Realtors
11.2019 - 06.2023

MORTGAGE LOAN OFFICER

ROYAL UNITED MORTGAGE
03.2017 - 10.2018

INSURANCE AGENT

TEXAS FARM BUREAU
05.2015 - 03.2017

LOAN OPERATIONS MANAGER

DAWN RUSH DOTSON MORTGAGE TEAM - VENTA FINANCIAL
08.2014 - 05.2015

Full Time Homemaker

06.2013 - 08.2014

INSURANCE AGENCY OWNER

FARMERS INSURANCE GROUP
05.1995 - 06.2013

Bachelor's - BUSINESS MANAGEMENT AND MARKETING

PARK UNIVERSITY

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