Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Shelly Stanley

Shelly Stanley

Cap-Pele,NB

Summary

Dynamic insurance representative with a proven track record at Cooperators, excelling in client satisfaction and compliance. Skilled in analyzing client needs and recommending tailored coverage options, while maintaining meticulous records. Recognized for punctuality and quality of work, effectively collaborating with teams to enhance service delivery and minimize financial risk.

Overview

21
21
years of professional experience

Work History

Insurance Representative

Cooperators
07.2019 - 07.2025
  • Assisted clients with insurance inquiries, providing accurate information and support.
  • Processed policy applications efficiently, ensuring compliance with industry regulations.
  • Analyzed client needs to recommend suitable coverage options tailored to individual circumstances.
  • Maintained detailed records of client interactions within customer relationship management (CRM) system.

Credit Manager

UPS
03.2004 - 07.2019
  • Analyzed credit applications to assess risk and determine approval eligibility.
  • Evaluated customer accounts to ensure compliance with credit policies and procedures.
  • Collaborated with sales teams to resolve credit-related issues and improve customer satisfaction.
  • Developed strategies for managing overdue accounts and minimizing financial exposure.

Education

Office Administration

Modern Business College
Saint John, NB

Skills

    Pleasant

    Quality of work

    Punctuality

    Up to date computer skills

    Able to communicate well

    Making clients happy

    Representing the company

Languages

English
Full Professional
English
Full Professional
English
Full Professional

Timeline

Insurance Representative

Cooperators
07.2019 - 07.2025

Credit Manager

UPS
03.2004 - 07.2019

Office Administration

Modern Business College

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Shelly Stanley