1. Shannon J. Roy
28 Seymour Road, Orr’s Island, ME 04066 – 207-650-4170 (c) – Shannonjroy@gmail.com
EDUCATION: Saint Michael’s College, Bachelor of Business Administration and minor in Marketing
Burlington, VT - 2008
EXPERIENCE: BGA Financial (formally known as The Buckley Group), Client Services Associate;
Individual Insurance & Retirement Accounts
Portland, ME- March 2010 – Present
 Provide new business support - support to ensure complete applications and
efficient processing of new business.
 Assist with the implementation client communication.
 Perform general maintenance activities related to in-force policies, including a
reviewing and gathering of information from customers requesting surrenders,
transfers, loan request…etc.
 Respond to clients requests via telephone regarding basic information on their
premium payments, effective dates and status of his/her policies.
 Prepare individual mailings to current and prospective clients.
 Prepared New Business Proposal (individual planning and Group 401(k))
 Provide general administrative assistance including filing, copying and typing
correspondence.
 Track licensing with the State and FINRA. Track and/or arrange Continuing
Education.
 Prepare client folders
 Maintain Calendar
 Adhere to company Compliance guidelines
 Manage daily workflow and office operations including but not limited to
directing incoming calls, mail distribution, scheduling office maintenance,
paying office bills…etc.
 Handled Employee Reimbursements and Office Expenses
 Maintained the office supply

2. Sweetwater’s Bistro, Server – Shift Leader
Burlington, VT. April 2008 – August 2009
 Portrayed excellent customer service skills
 Participated in training of new wait staff
 Portrayed strong time management skills
Hickok & Boardman, Administrative Assistant
Burlington, VT. October 2008 – March 2009
 Developed retirement solutions presentations
 Managed the organizing of customer information
 Scheduled meeting for senior advisors
 Assisted in compliance producers and objectives
TITLES: Public Notary of Maine
Life & Health Producer of Maine
Series 6 & 63
SKILLS:
 Advanced computer skills: Microsoft Office, Excel, Powerpoint, Outlook
 Strong telephone and interpersonal skills
 Good organization and time management skills
 Strong attention to detail
 Ability to adapt to change and work efficiently within a variety of situations
 Willingness to assume additional responsibilities
 Proficient on MAC and specialized databases