Shannon Rains
Mesa
Summary
Results-driven professional with a strong background in personal lines insurance. Skilled in risk assessment and customer service, adept at mentoring teams to achieve operational excellence and support client needs effectively.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Personal Lines Lead
Leavitt Group Enterprises LLC
Cedar City
01.2020 - Current
- Managed personal lines insurance policies and customer accounts effectively.
- Trained and mentored staff on policy guidelines and customer service practices.
- Collaborated with underwriters to ensure accurate risk assessments and policy issuance.
- Conducted regular reviews of team performance and provided constructive feedback.
- Informed and educated prospects about coverage, changes and exclusions.
- Managed personal lines transactions and group activities.
Personal Lines Account Manager
Albano Insurance Solutions
Orangevale
06.2019 - 01.2020
- Analyzed policy coverage options to meet client needs effectively.
- Provided guidance on risk management and insurance solutions.
- Attended meetings with clients to discuss their insurance needs and provide advice accordingly.
- Developed appropriate quotes based on risk information.
- Contacted underwriters and submitted forms to obtain binder coverage.
Insurance Producer
Huntley-Bravos-Zall Insurance Brokers
Marysville
08.2013 - 06.2019
- Collaborated with underwriters to secure optimal policy terms and pricing.
- Coordinated insurance policy renewals for commercial clients.
- Conducted annual policy reviews to align with client needs and changes.
- Managed renewal process for existing client accounts, ensuring all deadlines are met.
- Maintained accurate records of client accounts, including policy documents, endorsements and invoices.
- Analyzed and assessed risk exposures to ensure proper coverage was in place.
- Provided technical advice to clients regarding their insurance needs, including coverage limits and exclusions.
Personal Lines Account Manager
G Stan Kearby Insurance Agency Inc
Yuba City, CA
11.2006 - 04.2012
- Managed client accounts and maintained comprehensive insurance coverage.
- Reviewed policies to ensure compliance with industry regulations.
- Assisted clients in understanding policy details and coverage options.
- Developed strong relationships with clients through effective communication.
- Coordinated with underwriters to facilitate the approval process.
- Coordinated with underwriters for approval on large commercial accounts.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Education
High School Diploma -
Yuba City High School
Yuba City, CA06-1996
Skills
- Policy management and risk assessment
- Customer service and account management
- Team leadership and staff training
- Time management and data management
- Licensed insurance agent and risk mitigation
Certification
Licensed Insurance Producer
Timeline
Personal Lines Lead
Leavitt Group Enterprises LLC
01.2020 - Current
Personal Lines Account Manager
Albano Insurance Solutions
06.2019 - 01.2020
Insurance Producer
Huntley-Bravos-Zall Insurance Brokers
08.2013 - 06.2019
Personal Lines Account Manager
G Stan Kearby Insurance Agency Inc
11.2006 - 04.2012
High School Diploma -
Yuba City High School