Summary
Overview
Work History
Education
Skills
Languages
Additional Information
Timeline
Generic

Shannon Frieze

Russell,MB

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Very familiar and comfortable with computers. Have worked with the program TBW for years and am familiar with Dec pages, billing procedures and accounting.

Overview

37
37
years of professional experience

Work History

Insurance Broker

Andrew Agencies Ltd.
08.1986 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances
  • Sold Commercial, Farm and Personal Lines insurance policies to new and existing customers.
  • Strategized with clients to create customized insurance policy packages
  • Met with prospective customers and business owners in homes, businesses and other settings.
  • Evaluated accuracy and quality of data entered into agency management system.
  • Implemented improvements in manual and electronic billing procedures.
  • Mentored many entry-level brokers.
  • Developed Andrew Agencies Hail Insurance program for 10 of our offices
  • Did Centralized billing for 4 offices and Insurance statement reconciliations

Education

Executive Secretary -

Success Business College
Winnipeg, MB

IBAM
Level 2

Skills

  • Customer Follow-Up
  • Client Relations Expertise
  • Insurance Coverage Review
  • Quotes and Sales
  • Policy Adjustment Knowledge
  • Policy Coverage Expertise
  • Quote Information
  • In-Depth Knowledge of Markets and Relationships
  • Excellent Communication Skills
  • Farm & Personal Lines Experience
  • Underwriting

Languages

English
Professional Working

Additional Information

As I live in Russell, MB I would be interested in a remote position. For the last year with Andrew Agencies I have been working remotely, I have not taken this position for granted and can be trusted to put in the work hours. I would love a position in underwriting, but am open to any positions that might become available in the future. I do bring 30+ years of experience and knowledge in all areas of insurance, including Auto.


Please contact me for references and I will forward them to you.


I appreciate your consideration.

Timeline

Insurance Broker

Andrew Agencies Ltd.
08.1986 - Current

Executive Secretary -

Success Business College

IBAM

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Shannon Frieze