Shellya Lamonte

SL

Open to opportunities

Shellya Lamonte

@shellyalamonte

I support insurance clients, billing operations, and accurate financial records.

What I'm looking for

I'm seeking a role where I can support clients and business operations through insurance, billing, accounting, financial recordkeeping, or administrative work, with opportunities to use my customer service, data-entry, and reconciliation experience.

I meet with GEICO clients to discuss insurance needs and financial goals, explain life, health, auto, home, and business coverage, and recommend options based on their circumstances.

Previously, I supported billing and account reconciliation for AvalonBay Communities and managed accounts payable, accounts receivable, invoices, payments, and financial statement preparation at GrandBrands.

I'm also a Virginia Certified Notary Public and bring experience in customer service, documentation, collections, data entry, financial records, and administrative operations.

Experience

Work history, roles, and key accomplishments

GE

Current

Licensed Insurance Agent

Current

May 2026 - Present (3 months)

Met with clients to discuss insurance needs and financial goals, explained various insurance products, and recommended coverage options. Generated new business through networking and referrals, processed applications and renewals, and maintained client records.

Insurance Verification Customer Service Upselling Claims Handling Insurance Renewals Customer Relationship Management Networking Marketing Data Entry Documentation

Education

Degrees, certifications, and relevant coursework

SU

Strayer University-Virginia

Bachelor's degree, Human Resource Management

2025 -

Pursuing a Bachelor's degree in Human Resource Management.

Tech stack

Software and tools used professionally

Salesforce

Google Docs

Windows

Google Workspace

Google Sheets

Microsoft Excel

QuickBooks

Microsoft Dynamics 365

Clerk

Settle

ChatGPT

Availability

Open to opportunities

Location

United States

Authorized to work in

Job categories

Insurance Agent Accounting Assistant Billing Specialist Accounts Receivable Specialist Accounts Payable Specialist Finance Clerk Notary Public Administrative Assistant Customer Service Insurance Sales Agent Licensed Insurance Agent Life Insurance Agent Licensed Insurance Sales Agent Health Insurance Agent Insurance Service Agent Insurance Representative Independent Insurance Agent Insurance Broker

Skills

Insurance Insurance Verification Insurance Claims Health Insurance Customer Service Customer Relationship Management Sales Upselling Account Management Accounts Payable Accounts Receivable Billing Invoicing Account Reconciliation Financial Statement Preparation General Ledger Accountant Journal Entries GAAP Accounting Bookkeeping Financial Analysis Data Entry Excel Microsoft Word PowerPoint MS Access Outlook Calendar Google Sheets Google Docs Google Workspace Quickbooks Yardi Workday Peoplesoft SAP Microsoft Dynamics 365 Salesforce Power BI AS400 system SharePoint Document Management Inventory Management Payroll Processing Collections Debt Collection CRM Financial Auditing Property Management HIPAA FCRA Human Resources Recruitment Leadership Team Management vendor relationship management Calendar Management Appointment Scheduling Phone Communication Written Communication Problem Solving Data Analysis Notary Public Settle Windows Clerk ChatGpt

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