Shannon Walker, CIP

Call Quality Coach at Sharp Insurance
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA

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Experience

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Call Quality Coach
      • Sep 2021 - Present

    • Canada
    • Insurance
    • 700 & Above Employee
    • Insurance Broker
      • Nov 2017 - Sep 2021

      Identifying opportunities to for cross selling to ensure adequate coverage, and enhance the customer experience. Actively participate on multiple committees offering feedback on procedures, looking for ways to streamline and update current protocol. Identifying opportunities to for cross selling to ensure adequate coverage, and enhance the customer experience. Actively participate on multiple committees offering feedback on procedures, looking for ways to streamline and update current protocol.

    • Canada
    • Insurance
    • 400 - 500 Employee
    • Service Specialist
      • Aug 2013 - Nov 2017

      Assessed client needs and providing options for insurance coverages, tailored to the client. Achieved this while cultivating a working relationship with both client and Underwriting, working as a liaison between the customer and Company, to ensure guidelines are maintained. Assessed client needs and providing options for insurance coverages, tailored to the client. Achieved this while cultivating a working relationship with both client and Underwriting, working as a liaison between the customer and Company, to ensure guidelines are maintained.

    • Canada
    • Consumer Services
    • 700 & Above Employee
    • Licensed Insurance Agent
      • Sep 2008 - Aug 2013

      Sold and serviced various types of insurance policies to individuals, customizing policies to individual customers, covering a variety of risks. Sold and serviced various types of insurance policies to individuals, customizing policies to individual customers, covering a variety of risks.

    • Canada
    • Banking
    • 700 & Above Employee
    • Customer Service Representative
      • Aug 2007 - Sep 2008

      Accepted and processed customers’ deposits,mortgage and loan payments. Head Teller responsibilities which include maintaining and balancing a cash drawer daily. Accepted and processed customers’ deposits,mortgage and loan payments. Head Teller responsibilities which include maintaining and balancing a cash drawer daily.

    • United Kingdom
    • Hospitality
    • 1 - 100 Employee
    • Housekeeper
      • Jul 2005 - Sep 2006

      Responsible for maintaining strict company standards while ensuring housekeeping duties were performed within the required time. Responsible for maintaining strict company standards while ensuring housekeeping duties were performed within the required time.

    • Canada
    • Consumer Services
    • 700 & Above Employee
    • Insurance Receptionist
      • Jul 2002 - Jul 2005

      Greeted 50+ clients per day, cultivating a rapport and smooth communication with each one. Frequently contacted other insurance brokers to amend policies and ensure files were properly and accurately documented. Greeted 50+ clients per day, cultivating a rapport and smooth communication with each one. Frequently contacted other insurance brokers to amend policies and ensure files were properly and accurately documented.

Education

  • Mount Royal University
    Bachelor of Arts
    2003 - 2004
  • Alberta Insurance Council
    Level I & Level II, Chartered Insurance Professional Designation
  • Bow Valley College
    Teaching English as a Second or Foreign Language/ESL Language Instructor

Community

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