Shaun O'Brien Email & Phone Number

Norwood, Massachusetts, United States

• Inbound service team for MA and RI (multi-office call center environment with requests by phone, email, & walk-in)• Top performer for lead-generation for 2022 and 2023 in identifying Personal, Commercial, and Life cross-sell opportunities • Member of Agency Insights Program, mentorship program for informal leaders for professional development at Bearingstar• Accurately process change requests and maintain an active follow-up activity queue• Counsel clients and advise according to their insurance needs, explaining policy coverage and types• Identify risks that are outside of agency guidelines and engage with leadership for escalations • Aid clients with claims during initial point-of-contact and reporting• Outbound renewal call (policy retention) initiative

New Milford, Ct 06776

• Actively manage the CEO's Personal Lines book of business (rewrite requests) and seek cross-sell opportunities• Front to back meetings with new business clients for CEO’s book (personal lines)• Review renewal reports monthly with CEO to identify premium discrepancies• Process applications, change endorsements, renewals & rewrites while ensuring that risk placement matches carrier appetite• Maintain online client database for clients, policies, and interactions• Assist clients with account inquiries, coverage review, and billing concerns• Correspond with clients regarding policy status changes and immediate action items• Generate binders, certificates, and other policy documents for clients on-demand• Open claims for clients and act as liaison between client and adjuster• Support clients after property inspections to ensure compliance with underwriter recommendations

Brookfield, Connecticut

• Aid management staff in day-to-day operations, including cash ordering, daily reporting, and training• Deepen client relationships and improve retention by recognizing their goals and offering corresponding products• Actively listen for clients problems and use available resources to provide solutions• Perform internal preparations for quarterly risk assessments and audits

Southbury, Ct

Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs. • Open deposit accounts and sell banking products• Engage with customers and non-customers in the lobby to create sales and lower overall teller transactions• Showcase self-service banking options to customers to build interest in digital products• Respond to customer inquiries and concerns in person or by phone and create customized solutions• Recognize and refer clients to specialists for small business and home loan opportunities• Adjust to multiple business roles (Platform, CSR) as required by client traffic

Brookfield, Ct

Develop & maintain strong client relationships by: • Assessing risk in client portfolios to determine appropriate product selection• Providing quotes and applications for personal and commercial accounts• Maintaining accurate records of all policy changes• Reviewing billing reports and contacting clients to make payments on any owed balances• Continuously expanding client base through expansive reach marketing campaigns

Brewster, Ny

• Process customer’s bets in a fast-paced environment• High-volume cash management with zero-tolerance policy for balance differences • Tax reporting for high-payout winnings

Associates Degree, General Studies

Credits Earned In Business/Finance