Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dawn Sharp

Greer

Summary

Dynamic small business owner with a proven track record at Specialty Insurance LLC, excelling in client engagement and customer retention. Leveraged strong attention to detail to enhance operational efficiency and boost customer satisfaction. Skilled in clear communication, and fostering lasting relationships that drive repeat business and referrals.

Overview

20
20
years of professional experience

Work History

Owner

Specialty Insurance LLC
06.2018 - Current
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Consulted with customers to assess needs.
  • Interacted well with customers to build connections and nurture relationships.

Insurance Processor

ILM Inc.
08.2005 - 06.2018
  • Posted payments to accounts and maintained records.
  • Supported the sales team by providing accurate quotes for prospective clients based on their specific needs and risk profiles.
  • Gathered insurance documents to answer questions and exchange information with co-workers and management.
  • Calculated and issued policyholders' premiums, refunds and adjustments.
  • Processed insurance claims efficiently by verifying client information, reviewing coverage details, and ensuring accurate data entry.
  • Conducted data entry and recordkeeping to maintain client information.
  • Inputted and communicated notice of cancellations, non-renewals and reinstatements to maintain accurate policy records.
  • Ensured seamless customer service by promptly addressing inquiries and resolving any concerns related to policy updates or claim status.
  • Executed calls, sent emails and employed other channels to communicate with existing and prospective clients.
  • Demonstrated exceptional time management skills by juggling multiple priorities while adhering to strict deadlines for claim submissions and other tasks.
  • Generated, posted and attached information to claim files.
  • Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
  • Processed and recorded new policies and claims.
  • Collected premiums and issued accurate receipts.

Education

No Degree - Business

Mercer University
Atlanta, GA

High School Diploma -

Atherton High School
Louisville, KY
05-1973

Skills

  • Client engagement
  • Small business management
  • Clear and concise communication
  • Strong attention to detail
  • Client support
  • Customer retention

Timeline

Owner

Specialty Insurance LLC
06.2018 - Current

Insurance Processor

ILM Inc.
08.2005 - 06.2018

No Degree - Business

Mercer University

High School Diploma -

Atherton High School

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Dawn Sharp