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Shana Roggeveen, Ncia profile image

Shana Roggeveen, Ncia

Software Support Consultant at Helix Agency Services, LLC
Intro Book
Experienced insurance professional with accounting and system administration expertise.
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Location
Neola, Iowa, United States, US
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Bio

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Shana Roggeveen is a seasoned insurance professional with extensive experience in accounting, system administration, and customer service. She has worked in various roles, including Accounting and System Administrator, Senior Account Manager, and Insurance Agent. Shana holds an Associate of Arts degree from Muscatine Community College and has obtained certifications in Insurance Agent (Health, Property, Casualty) and NetVU certified Insurance Accounting.

Credentials

  • Insurance Agent (Health, Property, Casualty)
    Iowa Insurance Division
    Aug, 2022
    - Apr, 2026
  • NetVU certified Insurance Accounting
    NetVU
    Oct, 2019
    - Apr, 2026
  • Ethical Decision Making
    -
    Jan, 2018
    - Apr, 2026

Experience

  • Helix Agency Services, LLC
    • United States
    • Insurance
    • 1 - 100 Employee
    • Software Support Consultant
      • Mar 2021 - Dec 2023

    • Client Service Specialist
      • Mar 2021 - Mar 2021

  • Angela Adams Consulting Services
    • United States
    • Insurance
    • 1 - 100 Employee
    • Accounting Account Manager
      • Jul 2020 - Mar 2021

    • Trainer
      • Feb 2020 - Jul 2020

  • GreenState Insurance
    • North Liberty, IA
    • Accounting and System Administrator
      • Jan 2011 - Feb 2020
      • North Liberty, IA

      As the Accounting and System Administrator for the agency I take care of all of the commission statements and payables in the office. I reconcile all statements from the 12+ carriers we currently use and make sure to pay the correct amounts to our agents. I also take care of administrating the management system that the agency uses for policy management. I am the point person for any IT questions as well.

  • UICCU Insurance Services, LLC
    • Iowa City, Iowa Area
    • Senior Account Manager
      • Jan 2011 - Jul 2019
      • Iowa City, Iowa Area

      As Senior Account Manager I provide service to new and existing accounts, maintain the highest degree of relationships between the producer, client, companies and agency personnel. Provide direction to other levels of Account Managers and work directly under the President of the agency.

  • Freeman Insurance Agency, Inc
    • Commercial Lines Service Agent
      • Jan 2011 - Oct 2013

      I assist Steve Fishman with all of his commercial accounts. Assisting in writing new business as well as maintaing his current book of business. My main responsibility is to try and ease his in office workload to get him out for prospecting new business.

  • Lee Agency Inc
    • Customer Service Agent
      • Apr 2007 - Dec 2010

      I processed new business, renewal business, and endorsements to policies. Communicated and counseled clients with insurance decisions on a daily basis. Communicated with underwriters and companies for client situations.

Education

  • 1991 - 1997
    Muscatine Community College
    Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
  • 1988 - 1991
    Louisa Muscatine High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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