Shawna Files Email & Phone Number

Insurance professional with over 20 years dedicated to providing exceptional service and support to clients and producers as required to implement desired financial plan(s) efficiently. Developed skills in financial analysis and reporting, product knowledge, underwriting assessment for carrier suitability & risk class quoting, offer negotiation, contract review, project management and compliance as needed for a wide range of insurance products: Life, Variable Life, Disability, Long Term Care, Executive & Employee Benefits, Underwriting, Annuities, Life Settlements, Surplus Lines, Private Placement, Group Life and Group LTD. An organized, responsible and collaborative team player able to adapt and grow as needed throughout multiple organizational changes. Possess a lead from where you are attitude with strong work ethic, motivated by contributions to the bottom-line success of an organization which has consistently ranked among the top 10 – 20% of approximately 130 peer organizations nationwide. Respected in the industry with a proven record of satisfied, long-term, high profile individual clients and small to mid-market corporate clients. InsuranceLifeVariable LifeDisabilityLong Term CareExecutive & Employee BenefitsUnderwritingAnnuitiesLife SettlementsCOLI & BOLIPrivate PlacementGroup LifeGroup LTDVoluntary LifeSecuritiesInvestments Account ManagementProposalsMulti-Life Implementation & EnrollmentAdministrationClient ServiceReportingInvoicing Team SupportTrainingOrganizational ResourceProcess Improvement & InnovationMicrosoft OfficeOutlookWordExcelTeamSmart Office CRM DatabaseDocuSignAdobeZoom

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  Washington State University

  Business Administration / Fine Arts (Graphic Design)