1. Shannon Stevens-Gonzalez
6305 N. Gomez Avenue, Tampa, FL 33614 | C: 727-215-4777 | shanona805@yahoo.com
SUMMARY
Insurance sales agent well-versed in a wide range of financial and accounting systems software
programs, with great analytical and problem solving abilities. Accomplished in account management.
Exceptional organization skills, time management and multitasking abilities. Results-oriented person
seeks employment with a top-tier company. Talents include relationship building, training and sales
presentation, out of the box thinker so that top notch service to clients and carriers can be provided.
Office management experience.
HIGHLIGHTS
• Client relations expert
• Customer advocate
• Self-motivated
• In-depth knowledge of markets and relationships
• Excellent communication skills
• Technologically skilled
• Complex problem solver
• Organized
• SOP preparation to ensure accuracy
• Office management including employee relationsand compliance
• Claims Experience
● Outlook, Word, Excel and Carrier Website knowledge
EXPERIENCE
Account Manager/Thomas Financial Group
Tampa, FL -2010-Present
● Processing applications, payments, corrections, endorsements, cancellations and claims.
Promoting agency products to clients in person, on the telephone and in writing.
● In charge of all online submissions and monitoring all the service queues to ensure that they
are directed to the correct division and that they are completed accurately.
● Preparing necessary paperwork to process insurance sales and renewals. Submitting up-to-date
activity and production logs to agency management for review
● Pursued continuing education and training programs to continue professional development.
● Managing over eighty accounts each year. Following up with potential clients regarding online
information requests.
● Mediating disputes between carriers and clients. Promoting client retention through high-quality
service and follow through.
● Liaison for our clients but the central point of contact for all divisions of our team internally
● In charge of all online submissions and monitoring all the service queues to ensure that they are
directed to the correct division and that they are done accurately.
● Create, revise and compare contracts between the carriers and the clients. I work as a liaison
between the customers, business owners and the insurance carriers.
2. Office management experience including, screening potential employees, reviewing
company benefits, onboarding documents and compliance.
Ordering office supplies and resolving all office issues.
Tracking of all PTO benefits.
Administrative Assistant/Rampart Properties
Tampa, FL -2010-2009
● Collaborated with management and team members to prepare and distribute all property
management compliance notifications.
● Attend board meetings and prepare board meeting minutes.
● Displayed courtesy and strong interpersonal skills with all customer interactions.
Warranty Administrator/Title Processor, Dayton Andrews Chrysler Jeep Dodge
Clearwater, FL 2006-2008
1997-2005
● Coded and submitted automobile warranty claims to the manufacturer
● Posted payroll for technicians
● Performed accounting entries
● Assisted with customer service
● Prepared and processed titles for new and pre-owned vehicles
ACCOMPLISHMENTS
2-15 Florida Insurance License
EDUCATION
Pontiac Central High School
Pontiac, MI 1984-1987
Earned High School Diploma
REFERENCES
Available upon request.
