Alison Cikaluk
LLOYDMINSTER,SK
Summary
Dynamic insurance advisor with expertise in policy adjustment and customer relationship management, honed at Western Financial Group. Proven track record in cross-selling and upselling, enhancing client satisfaction. Adept at risk assessment and team building, ensuring optimal insurance solutions. Recognized for a friendly, positive attitude and reliable service, driving a 20% increase in client retention.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Advisor- Remote
Western Financial Group
Lloydminster, Alberta
03.2022 - Current
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Communicated with clients by phone and email to answer questions and offer services.
- Promptly responded to reported claims by communicating with customers and reporting information.
- Provided advice to clients on the most suitable insurance policies for their individual needs.
- Generated detailed quotes for prospective customers based on their requirements.
- Educated clients on the features of various insurance products and services.
- Responded promptly to customer inquiries via phone, email, or online chat platforms.
Sales Associate
BuddHutt
Vermilion, AB
08.2021 - 03.2022
- Assisted customers in selecting products to meet their needs.
- Maintained product displays to ensure an attractive shopping environment.
- Educated customers on product features and benefits effectively.
Healthcare Assistant
Alberta Health Services
Vermilion, AB
07.2016 - 08.2021
- Assisted patients with daily living activities and personal hygiene needs.
- Monitored vital signs and reported changes to the nursing staff.
- Supported healthcare professionals in delivering patient care plans effectively.
- Maintained a clean and safe environment for patients and staff.
- Documented patient information accurately in electronic health records.
Education
Diploma - Nursing Unit Clerk
Stratford Career Institute
Venise-en-Quebec, QC2022
Skills
- Policy adjustment knowledge
- Cross-selling and upselling
- Customer follow-up
- Customer service
- People skills
- Team management
- Team building
- Friendly, positive attitude
- Reliable & trustworthy
- Policy writing
- Risk assessment
- Quote generation
- Insurance regulations
- Customer relationship management
- Sales strategy
- Problem solving
- Time management
- Insurance products
Certification
- Pro Serve
- Sell Safe QCW
- Health Care Aide Diploma
- Level 1 General Insurance AB
- Restricted Auto SK
- By-Laws SK
Education and Training
other
Timeline
Insurance Advisor- Remote
Western Financial Group
03.2022 - Current
Sales Associate
BuddHutt
08.2021 - 03.2022
Healthcare Assistant
Alberta Health Services
07.2016 - 08.2021
Diploma - Nursing Unit Clerk
Stratford Career Institute