Andrea Shotwell, CISR, LUTCF

Experience

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  New Era Life Insurance Company

  Oct 2004 - Jan 2007

  Life & Annuity PHS/Project Manager

  Coordinate activities with Joint Venture PartiesProvide policy information to clients, agents and insurance organizations.Perform policy analysis of claims, loans, and refunds to ensure accurate funding.Production of 1099’s for policy holder’s taxable liquidations.Regulatory mailings of conversions, statements, checks and request forms.Data entry and revision of policy holders account information.Develop, implement & maintain organizational flows that ensure department efficiency.Marketing of products and services to clients and agents. Show less

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  State Farm Insurance Agency

  Jan 2007 - Jul 2010

  Office Manager/ Multi-line Sales, Marketing & Service Representative

  Accurately quote and bind all State Farm Products which include but not limited to: Health, Auto, Life, Bank.Daily use of strong communication & presentation skills to explain complex financial products Complete & audit policy changes, cancellations, claims, applications and payments.Prepare and organize correspondence, reports, and/or materials for appointments, meetings, etc.Assess client's needs and conduct effective sales interviews.Maintain the ability to effectively relate to a client within a sales environment. Apply discretion and appropriate security measures in handling confidential and sensitive information.Coordinate marketing activities to meet production goals with appropriate needs based approach.Coordinate, implement, support, and administer Agency projects & programs. Show less

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  Liberty Mutual Insurance Company

  Jul 2010 - Dec 2015

  Personal Lines Sales Agent

  Sell auto, home, life and other insurance products to individuals and Affinity groups within assigned territory.Identify prospective customers using established lead methods & consultative selling techniques.Counsel and advise prospects and policyholders on matters of protection and coverage.Develop and maintain business relationships with policyholders and within community.Make group presentations to employees & decision-makers in Affinity organizations.Service and maintain renewal policies.Participate in various incentive programs and contests designed to support achievement of production goals.Meet goals for volume of quality new business quoted and written within company guidelines. Show less

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  Allstate Insurance Company- Shotwell Agency

  Dec 2015 - Oct 2019

  Agency Owner
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  Allstate Insurance: Adam Pisani

  Oct 2019 - now

  Sales Manager