Summary
Overview
Work History
Education
Certification
Timeline
Generic

Sharon Blount

Powhatan,VA

Summary

Professional administrative professional with track record in supporting executive leadership. Proven ability to handle confidential information and manage executive schedules effectively. Focused on fostering team collaboration and meeting dynamic business needs through exceptional communication and organizational skills.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Executive Assistant/Life Insurance Specialist

Milestone Financial Solutions
01.2024 - 08.2025
  • Streamlined executive scheduling processes to enhance time efficiency and ensure focus on high-priority tasks.
  • Streamlined communication channels between executives and clients, promoting timely responses and effective relationship management.
  • Compiled and organized meeting agendas and resources to streamline discussions and optimize decision-making processes.
  • Developed and integrated digital filing systems to streamline office operations and facilitate quicker access to documents.

Commercial Lines Underwriter

Selective Insurance Group Inc
02.2023 - 12.2023
  • Collaborated with agents to gather necessary documentation and clarify underwriting requirements efficiently.
  • Developed tailored insurance solutions that addressed specific client needs while minimizing exposure for the company.
  • Reviewed policy renewals and endorsements, ensuring accuracy in coverage adjustments and premium calculations.
  • Maintained compliance with regulatory requirements by staying informed of changing laws and adjusting procedures as needed.
  • Applied accurate pricing standards to meet business needs and customer requirements.
  • Enhanced customer satisfaction through prompt policy issuance and streamlined quote-to-bind processes.
  • Improved underwriting accuracy by conducting thorough risk assessments and analyzing financial statements.
  • Maintained current understanding of industry and underwriting procedures.
  • Made recommendations to field producers on potential applications.
  • Mentored junior underwriters, sharing knowledge of industry best practices and fostering professional development.
  • Managed complex accounts with professionalism, successfully navigating challenging negotiations with clients and brokers.
  • Assessed new and renewal applications for financial liabilities and risk levels.

Customer Service Representative

Farm Bureau
02.2021 - 02.2023
  • Handled customer inquiries via phone, email, and in-person to ensure timely resolution.
  • Processed policy changes and claims efficiently using internal software systems.
  • Assisted customers in understanding insurance products and services tailored to their needs.
  • Collaborated with team members to enhance service delivery and improve customer satisfaction.
  • Maintained accurate records of customer interactions and transactions for future reference.
  • Resolved escalated issues by employing problem-solving techniques and ensuring follow-up communication.
  • Educated clients on digital tools for self-service options, increasing user engagement with online resources.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Assisted customers in navigating company website and placing online orders, improving overall user experience.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Contributed to sales growth by upselling products and services based on individual customer requirements.
  • Participated in training programs to enhance product knowledge and customer service skills.

Accountant/Assistant Manager

Southern States Cooperative
03.2019 - 08.2021
  • Assisted in preparing financial statements and reports, ensuring accuracy and compliance with regulations.
  • Supported daily bookkeeping tasks, including data entry and account reconciliation for various accounts.
  • Collaborated with team members to streamline invoice processing, improving efficiency in payment cycles.
  • Maintained organized records of transactions, enhancing retrieval processes for audits and inquiries.
  • Participated in training sessions to enhance knowledge of accounting software and best practices in finance management.
  • Stayed updated on relevant compliance regulations, ensuring adherence within all accounting activities undertaken by the team.

Education

Associate of Arts - Ancient History

University of Virginia
Charlottesville, VA

Certification

Health, life and annuities, property and casualty state of Virginia license number 135-2597. NPN number 20602476.

Timeline

Executive Assistant/Life Insurance Specialist

Milestone Financial Solutions
01.2024 - 08.2025

Commercial Lines Underwriter

Selective Insurance Group Inc
02.2023 - 12.2023

Customer Service Representative

Farm Bureau
02.2021 - 02.2023

Accountant/Assistant Manager

Southern States Cooperative
03.2019 - 08.2021

Associate of Arts - Ancient History

University of Virginia
Sharon Blount