Open To Work
Stacy Shebesta
Eagle,WI
Summary
Accomplished Account Manager known for strong problem-solving abilities and customer service excellence. Experience in training teams and developing tailored solutions to meet diverse client needs, driving satisfaction and loyalty.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
American Advantage Insurance - Lindow Agency
Pewaukee, Wisconsin
04.2014 - Current
- Managed client relationships, enhancing satisfaction and retention through proactive communication and support.
- Assessed client needs and provided tailored quotations, recommending services that aligned with their objectives.
- Developed insurance proposals tailored to client needs and requirements.
- Coordinated policy renewals and updates, ensuring timely service delivery and compliance with client expectations.
- Trained junior staff on account management best practices and procedures.
Agency Services Supervisor
Old Republic Surety Company
Brookfield, Wisconsin
11.2010 - 04.2014
- Supervised team of 15 employees, delivering training and mentorship on best practices to enhance team capabilities.
- Directed daily operations, ensuring compliance with company policies and regulations.
- Implemented process improvements that streamlined operations and reduced inefficiencies.
- Conducted regular performance evaluations, offering constructive feedback and coaching.
- Collaborated with departments to optimize workflow processes, improving inter-team communication and coordination.
- Delivered targeted training sessions to address employee weaknesses and improve effectiveness.
- Addressed and resolved interpersonal conflicts within the team, maintaining a harmonious work environment.
Agency Bookkeeper
Associated Insurance Agency, Inc
McFarland, Wisconsin
08.1999 - 10.2010
- Managed accounts payable and receivable for diverse clients, ensuring accurate and timely processing of financial transactions.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections.
- Prepared financial statements, including balance sheets and income statements, facilitating informed decision-making for management.
- Performed month-end closing activities.
- Generated invoices for clients and tracked payments received from customers.
- Reconciled bank statements with company records regularly.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Documented cash, check, and transfer transactions accurately.
- Handled sensitive financial information with confidentiality and integrity.
Education
Some College (No Degree) - General Studies
UW of Wisconsin, Waukesha
Waukesha, WISkills
- Insurance proposal development
- Policy renewal coordination
- Regulatory compliance
- Risk assessment
- Client relationship management
- Client retention
- Product and service promotion
- Customer service
- Process improvement
- Time management
- Problem solving
Certification
Property and Casualty Insurance License
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSalary Range
$75000/yr - $90000/yrTimeline
Commercial Account Manager
American Advantage Insurance - Lindow Agency
04.2014 - Current
Agency Services Supervisor
Old Republic Surety Company
11.2010 - 04.2014
Agency Bookkeeper
Associated Insurance Agency, Inc
08.1999 - 10.2010
Some College (No Degree) - General Studies
UW of Wisconsin, Waukesha