Shelly Lessard
About Shelly Lessard
Shelly Lessard is an Employee Benefit Specialist with extensive experience in the automotive industry and a focus on Medicare and healthcare needs. She has worked at Transamerica and Bridlewood Insurance Services Inc. in the Portland, Oregon area since 2018 and 2020, respectively.
Work at Transamerica
Shelly Lessard has been employed at Transamerica since 2018, serving as an Employee Benefit Specialist. In this role, she focuses on providing clients with insights into employee benefits, particularly in relation to Medicare and healthcare needs. Her experience in this position spans six years, during which she has developed a strong understanding of the complexities involved in employee benefits and client support.
Current Role at Bridlewood Insurance Services Inc.
Since 2020, Shelly Lessard has held the position of Managing Agent at Bridlewood Insurance Services Inc. in the Portland, Oregon area. In addition to her managerial responsibilities, she also serves as a Medicare Agent within the company. Her work involves assisting clients in navigating their Medicare options and addressing their healthcare needs, which has been a focus of her career for the past four years.
Experience at Freedom Equity Group, LLC.
Shelly Lessard has been with Freedom Equity Group, LLC. since 2013, where she works as a Service Advisor. Over the course of 11 years, she has gained extensive experience in client service and support, which complements her roles in employee benefits and insurance. Her long tenure at Freedom Equity Group has allowed her to refine her skills in customer satisfaction and sales management.
Education and Expertise
Shelly Lessard studied at Pro School, where she focused on Indexed Universal Life policies. She achieved licensure in Life and Health for the states of Oregon and Washington in 2013. Her educational background, combined with her expertise in advertising and team building, enhances her capabilities in managing teams and leading client-focused initiatives.
Background in the Automotive Industry
Before her current roles in the insurance and benefits sectors, Shelly Lessard owned a business in the automotive industry. This experience has contributed to her skills in customer satisfaction and sales management, providing her with a solid foundation for her current work in employee benefits and insurance services.