Shawn Benedict Email & Phone Number

Simi Valley, Ca, Us

San Francisco Bay Area

Volunteer - Seniors for Seniors ProgramCurrently assisting the Seniors for Seniors program through Muttville Senior Dog Rescue. The program strives to provide companionship for senior citizens and a loving home for senior dogs. Responsible for client outreach to schedule and conduct phone interviews, surveys, establish client success stories and arrange for additional volunteer services as needed.

Westlake Villiage, Ca

Manages office operations for a boutique wealth management firm and support their team of 20+ financial advisors. Principal areas of responsibility include but are not limited to:Administrative SupportClient Relationship ManagementEvent PlanningProspect MarketingLiaison with Facilities Management and Outside VendorsExecutive Assistant to Co-FoundersOnboard Processing

Greater Los Angeles Area

Advertising, direct marketing, sales, client relations, document processing and vendor management.

Simi Valley, Ca

Managed the startup and day to day operations of Auto and Life Support departments including; maintaining Auto/Life carrier relations for all products, training staff in all carrier and company systems, insuring accuracy of all underwriting guidelines and carrier rates, ensure top quality service to all Auto/Life specialists and existing customers, provide assistance to the Auto/Life sales agents in all aspects of the policy issuance process.

Woodland Hills, Ca

Responsible for writing Personal Excess Liability policies of one million dollars above all established lines via review and evaluation of existing auto and homeowner liability lines. Responsible for overseeing the management of all Communication Specialists including scheduling, daily workflow, training, performance evaluations, and revisions to policies and procedures.