Stacey Sharp
McLouth
Summary
Successful and seasoned Licensed insurance agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
11
11
years of professional experience
1
1
Certification
Work History
MSR III Insurance Agent
TTEC - USAA CONTRACT
05.2021 - Current
- Inbound Call Insurance Agent servicing USAA POLICIES.
- Entered customer details in sales system to track requests, document problems and record solutions offered.
- Resolve customer issues by researching and exploring answers, implementing solutions.
- Provided coverage option information to assist clients in protecting assets.
- Rebasing policies to the new state of residency.
- responding to customer calls, answering questions, and resolving issues.
- working with underwriting to continue coverage for customers.
Activity Director
Legends Health Care
03.2019 - 05.2021
- Performed assessments on activity programs to determine which specific activities were suitable.
- Drafted budgets for programs and ordered materials that were needed for activities for 68 residents and employees.
- Planned resident outings and special events to mark holidays and celebrate special occasions, including community involvement.
- Supervised Activities Assistant and conducted performance evaluations.
- Performed clerical duties, including patients assessments, UDA's and care plans to meet state requirements.
Office Manager
Sharp Improvements
10.2017 - 11.2020
- Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
- AP/AR, deposits and recordkeeping.
- Administered yearly budget to manage office requirements such as service contracts, postage costs and supply replenishment.
- Completed weekly payroll for employees.
- Prepared vendor invoices and processed incoming payments.
Insurance Sales Agent
AAA Insurance
04.2014 - 11.2017
- Posted payments to accounts and maintained records.
- Review real estate documents and accurately input all customers and insurance information into company's computer system.
- Upsold additional products and services after identifying customer needs and requirements.
- Outbound and inbound calls and quoting for potential new and existing clients
- Overseen the late payment accounts. Keeping 87% of accounts from cancelling.
Education
High School Diploma -
Tonganoxie High School
Tonganoxie, KSSkills
- Licensed Insurance Agent
- Team Management
- Strong in Customer Service
- Strong in Microsoft Office, Word and Excel
- Quick Books Pro
- Strong attention to detail in all area's including bookkeeping, budgeting and administrative task
- Organizing, Handling and reviewing Confidential Documents and Information
- Activity Organization within the community
- Fund raising for United way
Certification
- Certified Activity Director
- Insurance Agent License licensed in 48 states
Additional Information
4 years as a Fundraising coordinator - UPSP/United Way
2 years as nursing home coordinator- Legends of Tonganoxie
Timeline
MSR III Insurance Agent
TTEC - USAA CONTRACT
05.2021 - Current
Activity Director
Legends Health Care
03.2019 - 05.2021
Office Manager
Sharp Improvements
10.2017 - 11.2020
Insurance Sales Agent
AAA Insurance
04.2014 - 11.2017
High School Diploma -
Tonganoxie High School
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