Stephanie Slaven

Licensed Insurance Producer, Account Manager, and Financial Services Sales Professional with a proven record driving revenue growth, client acquisition, and account retention. Expertise in consultative selling, risk assessment, and portfolio optimization across Property & Casualty (P&C), Life, Health, and Banking sectors. Demonstrated success in high-volume lead management, cross-selling, pipeline development, and needs-based solution selling while ensuring strict regulatory compliance (HIPAA, PCIDSS).

Account Manager at State Farm (2026-04 – 2027-11)

• Execute consultative insurance selling and comprehensive account servicing across Home, Auto, Commercial, and Specialty lines to drive book of business growth.
• Perform strategic coverage reviews and risk assessments to identify policy gaps, delivering tailored cross-selling and policy upgrade recommendations.
• Manage high-volume daily inbound and outbound sales pipelines via phone and face-to-face consultations, consistently achieving target conversion and revenue metrics.
• Maintain active Missouri Property & Casualty Producer license while expanding portfolio credentials into Life, Health & Accident lines.

Remote Benefits Coordinator at Automated Health Systems (2025-06 – 2025-11)

• Facilitated eligibility evaluation, client consultation, and plan enrollment for Missouri HealthNet applicants, converting complex state regulations into clear policy guidance.
• Optimized high-volume inbound queue workflows while maintaining strict adherence to state quality benchmarks, SLAs, and data privacy protocols.
• Leveraged multiple enterprise citizen databases and CRM platforms simultaneously to audit accounts and resolve complex client inquiries.

Auto Adjuster III – Hybrid at USAA (2018-06 – 2023-03)

• Managed end-to-end non-injury auto and total loss claims portfolios, performing coverage reviews, liability investigations, and financial settlements.
• Balanced high-volume inbound service requests with outbound proactive communications to maintain industry-leading claims handling velocity and client satisfaction.
• Identified underlying member coverage gaps during claim reviews, strategically referring clients to sales advisors for policy upgrades and multi-line bundling.

Premier Credit Card Representative at Bank of America Contact Center (2016-06 – 2018-06)

• Provided concierge account management and financial services to High-Net-Worth (HNW) credit card clients, maximizing account lifetime value and brand loyalty.
• Ranked in the top tier of regional performers for sales conversion, product cross-selling, customer acquisition, and account retention KPIs.
• Conducted risk mitigation, fraud detection, and security investigations while participating in peer mentorship and team engagement programs.

Universal Banker / Loan Officer at US Bank (2013-07 – 2016-05)

• Managed full-service financial product portfolios including checking, savings, and HELOC loans for consumer and small business clients.
• Exceeded quarterly sales targets and promotional revenue goals through proactive inbound cross-selling, relationship building, and needs analysis.
• Provided digital banking technical support, onboarded new clients, and trained incoming sales and service personnel.

Bachelor of Science in Communication & Photojournalism – Southern Oregon University (Ashland, OR)