Shauna Carlson Email and Phone Number

Client/broker strategic planning: - Establish and maintain a strong client/broker relationship - Expand the client relationship by analyzing, communicating and identifying coverage gaps or other important business needs- Proactively manage and prioritize tasks and projects that impact the administration of business to drive for outstanding results - Specialize in onsite and offsite client visits - Develop, facilitate & manage day to day needs of the team - Develop & Execute quarterly and annual reporting for our clientsEscalation Management:- Provide support, direction and feedback on client escalations- Fulfill our commitments; always be responsive in service deliveryLeadership Skills: - Assist the team to deliver the services and day-to-day client needs to retain accounts and to achieve high levels of client satisfaction - Adept at working in fast-paced corporate environments demanding strong organizational, leadership and interpersonal skills. - Committed to exceptional customer service, detail-oriented and resourceful in leading, organizing and completing projects. - Act as the day to day resource to provide mentoring support to team members