Alicia Brooks
Sechelt,BC
Summary
Accomplished Senior Insurance Advisor at Westland Insurance Group, adept in conflict resolution and customer retention, significantly enhancing client satisfaction and loyalty. Leveraged strong analytical skills and comprehensive product knowledge to tailor insurance solutions, fostering trust and rapport.
Overview
4
4
years of professional experience
Work History
Senior Insurance Advisor
Westland Insurance Group
05.2024 - Current
- Provided quotes and promoted products for habitational, travel and auto insurance.
- Carried out tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Help other's learn about different products and how to present them to client's.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Insurance Advisor
Westland Insurance Group
12.2020 - 05.2024
- Developed strategies to promote new insurance policies and suggested additions or changes to existing policies.
- Evaluated individual customer service needs for individualized policy recommendations.
- Assisted prospective clients to discuss their individual insurance needs.
- Developed and implemented strategies to maximize customer satisfaction.
- Gained a knowledge base for Westland insurance products to help inform our clients of what may benefit them.
Education
Level Two Insurance License -
Insurance Council of British Columbia
Vancouver, Canada05.2024
General Insurance License -
Insurance Council of British Columbia
Vancouver, Canada06.2021
Skills
- Conflict resolution techniques
- Customer Retention
- Product Knowledge
- Customer Service
- Rapport Building
- Strong analytical skills
- Account Retention
Timeline
Senior Insurance Advisor
Westland Insurance Group
05.2024 - Current
Insurance Advisor
Westland Insurance Group
12.2020 - 05.2024
Level Two Insurance License -
Insurance Council of British Columbia
General Insurance License -
Insurance Council of British Columbia
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