S

Shakeya Alcide

About

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Atlanta, Georgia, United States

Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • H
    Sales Advisor | Client Operations & Customer Success
    HUB International (VIU by HUB)
    Nov 2024 - Jul 2026 (1 year 9 months)
    • Coordinate onboarding activities for new and existing clients from initial engagement through transition to ongoing service.
    • Partner with underwriting, operations, and service teams to resolve issues and maintain implementation momentum.
    • Track milestones, maintain CRM documentation, and communicate project updates.
    • Identify workflow improvements that enhance operational efficiency and the client experience.
    • Balance multiple customer engagements while maintaining quality service and timely follow-up.
    • Build trusted relationships through proactive communication and consultative support.
  • Policygenius
    Senior Sales Agent | Implementation, Customer Success & Process Improvement
    Policygenius
    Jan 2020 - Nov 2024 (4 years 11 months)
    • Managed onboarding and implementation activities for 45–62 households each month.
    • Conducted discovery conversations to understand customer goals and recommend appropriate solutions.
    • Coordinated with underwriting, operations, customer support, and leadership to remove blockers and improve implementation timelines.
    • Created SOPs, onboarding guides, workflow documentation, and knowledge resources.
    • Trained and mentored more than 60 agents during rollout of new products and workflows.
    • Participated in pilot initiatives focused on operational efficiency and customer experience.
    • Gathered customer feedback to improve processes and adoption.
    • Maintained detailed CRM documentation supporting compliance
  • State Farm
    Insurance Agent
    State Farm
    Jun 2017 - Jan 2019 (1 year 8 months)
    • Managed a portfolio of insurance clients while guiding customers through onboarding, policy servicing, and renewals.
    • Conducted needs analyses, coordinated with underwriting, and maintained strong client relationships.
  • JP Morgan chase
    Small Business Relationship Banker
    JP Morgan chase
    Jun 2011 - Jun 2016 (5 years 1 month)
    • Managed relationships with small business clients by providing consultative banking solutions.
    • Conducted financial needs assessments and coordinated with lending and treasury partners.
    • Built long-term client relationships while maintaining regulatory compliance and exceptional service.
Education verified_user 0% verified
  • A
    Active Property & Casualty Insurance License
    Jun 2026 - Current (4 months)
  • C
    Certified ScrumMaster (CSM)
    Feb 2026 - Current (8 months)