Shelly Ikerd
Dayton
Summary
Dynamic Licensed Insurance Agent with proven expertise in life and commercial insurance sales at The Ware Agency. Adept at client relationship building and policy presentation, I excel in generating premium income and expanding client bases. My strong negotiation skills and solution-oriented approach drive successful outcomes in a competitive market.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
The Ware Agency
Hixson
04.2015 - Current
- Delivered personalized insurance solutions tailored to client needs.
- Educated clients on coverage options and policy specifics.
- Processed claims and managed customer inquiries efficiently.
- Maintained accurate records of client interactions and transactions.
- Developed strong client relationships through effective communication.
- Participated in training sessions to enhance product knowledge and skills.
- Responded promptly to inquiries via phone and email, ensuring professionalism.
- Ensured compliance with all applicable laws and regulations regarding insurance practices.
Licensed Office Assistant
Chad Hennessee Shelter Insurance
Dayton
11.2008 - Current
- Managed office supplies and inventory to ensure efficient daily operations.
- Coordinated appointment scheduling for insurance consultations and meetings.
- Provided exceptional customer service by addressing client inquiries and resolving issues.
- Maintained accurate records and files for client information and correspondence.
- Executed data entry tasks using office management software with precision.
- Supported team members with administrative tasks to enhance overall workflow efficiency.
- Handled incoming and outgoing mail, including preparation for shipping.
- Assisted in onboarding new employees by providing orientation materials and training resources.
Realator
Coldwell Banker Pryor Reality
Dayton
08.2007 - 11.2008
- Guided clients through property buying and selling processes.
- Conducted market analysis to determine property values.
- Negotiated contracts and agreements for real estate transactions.
- Developed marketing strategies to promote listings effectively.
- Organized open houses and property showings for prospective buyers.
- Maintained updated knowledge of local real estate trends and regulations.
- Collaborated with mortgage lenders to facilitate financing options for clients.
- Provided exceptional customer service to build lasting client relationships.
- Scheduled home viewings with potential buyers.
- Managed real estate transactions from initiation to closing.
Case Manager
Carefocus
Chattanooga
01.2007 - 06.2007
- Managed case files for diverse client populations across multiple settings.
- Coordinated services and resources to meet complex client needs.
- Developed personalized care plans with multidisciplinary teams.
- Conducted comprehensive assessments to identify strengths and challenges.
- Advocated for client rights and access to essential services.
- Provided case management services including crisis intervention and monitoring.
- Maintained accurate documentation following agency guidelines.
- Educated clients on mental health conditions, medications, and self-care techniques.
Supervisor/Manager
CNA
Chattanooga
11.2003 - 01.2007
- Created training programs for new managers and staff members to enhance onboarding effectiveness.
- Facilitated communication between management and frontline employees to resolve issues promptly.
- Mediated conflicts among staff members, maintaining professionalism and fostering a positive work environment.
- Prepared weekly schedules to ensure proper floor coverage within fiscal constraints.
- Monitored team performance against targets, delivering constructive feedback for improvement.
- Ensured compliance with safety standards and regulations, promoting a secure workplace.
- Streamlined daily operations by scheduling staff shifts, managing inventory, and addressing customer service issues.
Education
High School Diploma -
STERLING HIGH SCHOOL
Sterling, IL05-1984
Some College (No Degree) - Insurance
KAPLAN FINANCIAL
Chattanooga, TNSkills
- Life insurance sales
- Case management expertise
- Policy presentation skills
- E-signature proficiency
- Independent agency experience
- Premium income generation
- Client base expansion
- Auto insurance sales
- Business insurance sales
- Account management
- Solution selling approach
- Sales team leadership
- Upselling techniques
- Cross-selling strategies
- Sales target achievement
- Commercial insurance knowledge
- Needs-based selling skills
- Insurance sales expertise
- Home insurance sales
- Renewal reminders management
- CRM software proficiency
- Policy review skills
- Contract negotiation skills
- Lead closing expertise
- Property casualty insurance knowledge
Certification
- Life & Health Insurance License
- Property & Casualty License
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Licensed Insurance Agent
The Ware Agency
04.2015 - Current
Licensed Office Assistant
Chad Hennessee Shelter Insurance
11.2008 - Current
Realator
Coldwell Banker Pryor Reality
08.2007 - 11.2008
Case Manager
Carefocus
01.2007 - 06.2007
Supervisor/Manager
CNA
11.2003 - 01.2007
High School Diploma -
STERLING HIGH SCHOOL
Some College (No Degree) - Insurance
KAPLAN FINANCIAL