Shelley Sebastian

• Assisted clients in understanding policy options and coverage details.
• Processed insurance applications and maintained accurate client records.
• Collaborated with team members to streamline application processing workflows.
• Responded to client inquiries regarding policy status and claims procedures.

Conducted follow-ups with clients to ensure timely completion of required documentation.

• Educated clients on benefits of various insurance products to enhance customer satisfaction.
• Informed clients of policies and procedures.
• Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
• De-escalated and resolved customer complaints with punctual, polite and professional service.
• Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
• Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
• Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
• Piloted customer loyalty program, resulting in increased repeat business.
• Increased customer satisfaction with personalized follow-up strategies.

• Inbound calls to schedule member transportation.
• Assisted members with inquiries regarding they had transportation services.
• Scheduled the transportation for the members to their scheduled appointments.
• Worked closely with the drivers to ensure patients were at appointments on time and picked up from appointment in a timely manner

• Monthly payroll for retirees, surviving spouses and surviving children
• Quarterly Newsletter
• Coordinated office operations to enhance workflow efficiency and maintain organized records.
• Managed scheduling for monthly meetings, which included Board meetings, Investment Committee meetings, Executive Committee meetings.
• Responsible for dictation, typing and distribution of all minutes for the meetings.
• Developed and maintained filing systems to improve document retrieval and storage processes.
• Assisted in preparing reports and presentations, contributing to informed decision-making by board members.
• Oversaw vendor relationships, negotiating contracts to optimize service delivery and cost-effectiveness.
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
• Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
• Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
• Organized office events such as holiday parties or retirements of board members.
• Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
• Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
• Maintained inventory of office supplies and placed orders.
• Managed scheduling for executive team, balancing complex calendars to ensure optimal use of time.
• Scheduled all travel and travel expense reports for board members.
• Followed House Bills through Legislative Session, that were pertaining to State Police and/or retirement system.
• Maintained death records and determine if benefit would be awarded to any surviving spouse or children.