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Shari Segon
Practice Manager at Leslie Roper Day & Associates
Seasoned insurance professional with 20+ years of experience in account management and sales.
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Location
Folsom, California, United States, US
Skills
- Insurance
- Team Building
- Account Management
- Customer Service
- Cold Calling
- Show all
Bio
Generated by
Topline AI
Shari Segon is a seasoned insurance professional with 20+ years of experience in account management, customer service, and sales. She has held leadership positions in various companies, including Practice Manager at Leslie Roper Day & Associates and Account Executive at LPL Financial. Shari has obtained multiple licenses, including Health Insurance, Life Insurance, Property and Casualty, and Notary Public. She is proficient in using Microsoft Office tools like Power Query, Power Pivot, Power BI, and DAX.
Credentials
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Excel Power Query, Power Pivot, Power BI, Power 3D Map & DAX
UdemyJul, 2023- Apr, 2026 -
Excel: Setting Up a Database (Office 365/Microsoft 365)
LinkedInJul, 2022- Apr, 2026 -
Health Insurance License
California Department of InsuranceJan, 2004- Apr, 2026 -
Life Insurance License
California Department of InsuranceJan, 2004- Apr, 2026 -
Property and Casualty License
California Department of InsuranceAug, 2000- Apr, 2026 -
Notary Public
California Secretary of StateDec, 2016- Apr, 2026 -
Series 63
FINRA (Financial Industry Regulatory Authority)May, 2004- Apr, 2026 -
Series 6
FINRA (Financial Industry Regulatory Authority)Apr, 2004- Apr, 2026
Experience
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Leslie Roper Day & Associates
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Folsom, Ca
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Practice Manager
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May 2019 - Present
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Folsom, Ca
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Capital Planning Advisors
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Roseville, CA
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Wealth Management Client Service Specialist
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Nov 2015 - May 2019
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Roseville, CA
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eHealthInsurance
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Gold River, CA
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Account Manager, Small Business Group Insurance
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Nov 2009 - Nov 2015
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Gold River, CA
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Account Executive
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Jan 2006 - Sep 2009
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Agency Owner
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2004 - 2006
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Office Manager
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2000 - 2004
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Secretary
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1984 - 1987
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Insurance”
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