Shaniece Colly

• Managed client accounts for personal lines insurance policies.
• Assisted clients in understanding coverage options and policy details.
• Processed policy renewals and endorsements efficiently.
• Utilize EPIC agency management system to document client interactions, process policy changes, track renewals, and maintain accurate account records.
• Collaborate with carriers and underwriters to resolve coverage and policy issues.
• Identify cross-selling opportunities and support agency retention and growth initiatives.

• Developed relationships with clients and other insurance professionals to ensure client

• Processed policy renewals and endorsements efficiently.

satisfaction.

• Increased client base by 35% through referrals and targeted marketing strategies.

• Reviewed policies for accuracy and ensured that coverage met the individual needs of each

client.

• Assisted in the development of new business opportunities by preparing proposals,

presentations, and quotes.

• Developed coordinated protection plans by calculating and quoting rates for immediate

coverage action and long-term strategy implementation.

• Generated leads through cold calling, networking, referrals, and other marketing initiatives.

• Negotiated with underwriters to obtain competitive rates for customers.

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• Identify, develop, and pursue new business opportunities through networking, referrals, prospecting, and lead generation activities.
• Build and maintain strong relationships with prospective and existing clients.
• Schedule and conduct meetings, presentations, and consultations with potential clients.
• Develop and implement strategies to achieve sales and growth objectives.
• Prepare proposals, presentations, and business development materials.