Shelly Davidson
Marion,KY
Summary
A seasoned Insurance Agency Owner at Partners Insurance Agency, excelled in policy analysis and staff development, significantly enhancing team productivity and client satisfaction. Leveraging underwriting expertise and claims management, spearheaded initiatives that fostered a culture of excellence and collaboration, achieving remarkable customer loyalty and team performance metrics.
Dedicated Industry professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
2025
2025
years of professional experience
Work History
Insurance Agency Owner
Partners Insurance Agency
- Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
- Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.
- Mentored junior agents to enhance their sales skills and industry knowledge, fostering a high-performance team environment.
- Collaborated with underwriters in creating customized insurance packages suited to the specific requirements of both individual and corporate clientele.
- Enhanced team productivity by implementing efficient workflows, training programs, and performance management systems.
- Led efforts to maintain a positive work environment that fostered employee engagement, collaboration, and job satisfaction.
- Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
- Delivered informative presentations at community events to educate potential customers about available insurance products and services.
- Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
- Continuously updated industry knowledge through ongoing professional development activities, staying current on relevant trends and best practices.
- Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
- Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Interacted well with customers to build connections and nurture relationships.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Trained and guided team members to maintain high productivity and performance metrics.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Assisted in recruiting, hiring and training of team members.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
Kitchen Staff Member
Aramark
09.2024 - Current
- Kept supplies in sufficient stock by assessing inventory levels and reporting lower stock items.
- Maintained a clean and organized workspace, adhering to strict hygiene standards for optimal food safety.
- Enhanced customer satisfaction with timely meal preparation and consistent quality.
- Plated and presented food following chef requirements.
- Cleaned and maintained work areas, equipment and utensils.
- Followed food safety practices and sanitation guidelines.
- Followed proper handling and sanitation procedures to comply with food safety standards and protocols.
- Prevented food spoilage by monitoring dates, rotating stock, and following proper storage procedures.
- Followed sanitary food handling procedures, focused on correct use of covers and labels and discarded ingredients by expiration date.
- Contributed to positive workplace culture through strong teamwork, open communication, and a commitment to excellence.
Education
High School Diploma - General Studies
Caldwell County High School
Princeton, KY05.1995
Skills
- Policy analysis
- Staff development
- Claims management
- Underwriting
Timeline
Kitchen Staff Member
Aramark
09.2024 - Current
Insurance Agency Owner
Partners Insurance Agency
High School Diploma - General Studies
Caldwell County High School
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