Shona Reed
@shonareed
Experienced insurance and real estate professional skilled in sales, client relations, and operations management.
CanadaWhat I'm looking for
I am a seasoned insurance, real estate and client-relations professional with over two decades of experience in sales, risk management, and team leadership. I have managed client portfolios, processed trades, and supported executive operations while consistently exceeding targets.
My background spans licensed insurance sales, mutual funds, real estate transactions, and business development where I led recruitment, training, marketing, and CRM management. I have executed digital marketing, event planning, and website/social media initiatives to drive engagement and sales.
I bring a self-directed, organized approach with strong communication, conflict management and technical skills (CRM, Salesforce, QuickBooks, Adobe Photoshop). I am motivated to support business growth through client-focused administration, team development, and process improvements.
Experience
Work history, roles, and key accomplishments
Area Manager
Carrel Homes
Dec 2023 - Dec 2024 (1 year)
New home sales and management
Investment Administrator
Castle Financial
Mar 2022 - Mar 2023 (1 year)
Processed trades, managed client accounts and CRM updates, organized executive calendars, and tracked client transactions to ensure accurate recordkeeping and timely settlements.
Licensed Insurance Agent
Reed Risk Management & Insurance
Jan 2009 - Jan 2022 (13 years)
Provided quotes and sold general, commercial and travel insurance, managed risk solutions, led team hiring and training, and conducted CRM and sales marketing activities to grow client base.
Business Development Manager
Larrata Custom Home
Jan 2004 - Jan 2015 (11 years)
Managed sales and client relations, oversaw CRM and contract administration, submitted building permits, coordinated design meetings, and led marketing, website design and social media efforts.
Area Manager / Real Estate Agent
Sable Realty Corp
Jan 2000 - Jan 2005 (5 years)
Conducted buyer and seller transactions, managed tenant relations and property administration, handled advertising and rental processes, and supported leasing documentation and renewals.
Area Manager
Landmark Homes
Jan 2003 - Jan 2004 (1 year)
Led sales, show home management and team recruitment, overseeing administrative operations and supporting regional sales initiatives.
Area Manager
Bedrock Homes
Jan 2000 - Jan 2003 (3 years)
Managed show home administration and client relations, achieving recognition as a top producer with 45 homes sold in the subdivision.
Education
Degrees, certifications, and relevant coursework
IAInternational Open Academy
Certification, Social Media Management
2021 - 2021
Completed a Certification in Social Media Management to support online marketing and social media account management.
CREB (Calgary Real Estate Board)
Certification, Real Estate Assistance
2020 - 2020
Completed a Certification in Real Estate Assistant to support administrative and client liaison duties in real estate.
Trendmi College
Certificate, Event Planning
2020 - 2020
Completed a Certificate in Event Planning covering event organization and trade show coordination.
Business Career College
License (Level 2), Insurance
2012 - 2012
Completed a License in General and Commercial Insurance Level 2 to support insurance sales and risk solutions management.
Business Career College
License, Insurance
2009 - 2009
Completed a License in Life & A&D insurance to support life and accident & disability insurance sales.
Business Career College
License (Level 1), Insurance
2009 - 2009
Completed a License in General Insurance Level 1 to support general insurance sales activities.
EREB (Edmonton Real Estate Board)
License, Real Estate
2000 - 2000
Obtained a License in Real Estate to enable real estate sales and property management activities.
GUGrant MacEwan University
Certification, Education
Completed a Certification in Education - Behavioral Program Assistant to support behavioral program assistance.
Carrington Group
Certification, Residential Building Design
Completed a Certification in Residential Building Design - Construction to support residential building design tasks.
IIIFIC Institute
License, Mutual Funds & Securities
2009 - 2009
Obtained a License in Mutual Funds & Securities to support mutual fund, RRSP, and RESP sales.
Unknown
Bachelor's
Bachelor's degree (institution and field not specified).
Trinity College
Certification, Business Communications
Completed a Certification in Business Communications to support business communication skills.
NTNAIT (Northern Alberta Institute of Technology)
Certification, Business Communications & Marketing
Completed a Certification in Business Communications & Marketing to support marketing and communications activities.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Job categories
Skills
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