Sheri Leis
Colorado Springs,CO
Summary
Results-driven insurance professional with a strong focus on professionalism and ethics. Known for educating clients on diverse insurance options while ensuring alignment with regulatory standards and fostering long-term relationships.
Overview
23
23
years of professional experience
Work History
Licensed P&C Insurance Agent Remote
AllState
Colorado Springs, CO
12.2025 - Current
- Assisted clients in selecting appropriate insurance policies based on individual needs and preferences.
- Conducted thorough policy reviews to ensure compliance with regulations and company standards.
- Maintained accurate client records within company systems to facilitate effective communication and service delivery.
- Calculated quotes and educated potential clients on insurance options.
Licensed Health Insurance Agent Remote
Allstate Health Solutions
Colorado Springs, CO
03.2023 - 11.2025
- Educated clients on health insurance options, ensuring informed decision-making and understanding of coverage details.
- Analyzed client needs to recommend suitable health insurance plans, enhancing overall customer satisfaction.
- Processed new applications and renewals efficiently, maintaining high standards of accuracy in documentation.
Licensed Life Insurance Agent
Self-employed
Colorado Springs, CO
01.2014 - 01.2023
- Developed customized life insurance plans tailored to client needs and financial goals.
- Conducted comprehensive policy reviews to ensure alignment with regulatory standards.
- Established long-term relationships with clients through effective communication and trust-building techniques.
- Utilized CRM software to manage client information and track policy performance effectively.
Stay at Home Parent
My Daughter
Colorado
12.2010 - 01.2022
- Managed daily routines to foster a structured and nurturing environment.
- Developed age-appropriate educational activities to promote cognitive growth.
- Coordinated playdates and social interactions to enhance social skills.
- Implemented effective behavior management strategies to encourage positive conduct.
Franchise Development Manager
Sito Marketing/Revive Energy Mints
Englewood, CO
02.2008 - 12.2010
- Developed franchise recruitment strategies to expand market presence and drive brand awareness.
- Analyzed franchise performance metrics to identify growth opportunities and optimize operational efficiency.
- Led cross-functional teams in the execution of franchise marketing initiatives and promotional campaigns.
Loan Officer
Millennia Lending Group
Denver, CO/ Ft. Myers. FL
01.2003 - 01.2008
- Analyzed financial information to determine loan eligibility for diverse clients.
- Reviewed and verified loan applications, ensuring compliance with regulatory standards.
- Collaborated with underwriters to expedite loan processing and approvals.
- Educated clients on loan products, terms, and mortgage options available.
Education
Certificate - Medical Transcription
US Medical Institute
Online04-2016
Associate of Science - Nursing
Edison Community College
Fort Myers, FL03-1992
High School Diploma -
Parkland Senior High School
Orefield, PA06-1987
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
Accomplishments
Medicare Certified AHIP/FFM 2026
Timeline
Licensed P&C Insurance Agent Remote
AllState
12.2025 - Current
Licensed Health Insurance Agent Remote
Allstate Health Solutions
03.2023 - 11.2025
Licensed Life Insurance Agent
Self-employed
01.2014 - 01.2023
Stay at Home Parent
My Daughter
12.2010 - 01.2022
Franchise Development Manager
Sito Marketing/Revive Energy Mints
02.2008 - 12.2010
Loan Officer
Millennia Lending Group
01.2003 - 01.2008
Certificate - Medical Transcription
US Medical Institute
Associate of Science - Nursing
Edison Community College
High School Diploma -
Parkland Senior High School