ANGEL HARVEY
Calgary,AB
Summary
Dynamic Senior Insurance Advisor with Westland Insurance Group, adept at enhancing client understanding of complex insurance needs. Leveraging strong analytical skills and exceptional customer relationship management, I successfully increased policy count while ensuring comprehensive coverage. Committed to client education and organizational efficiency, I navigate claims processes with confidence and clarity.
Overview
11
11
years of professional experience
Work History
Senior Insurance Advisor
Westland Insurance Group
Grande Prairie, AB
04.2017 - Current
- Facilitated client understanding of insurance coverage and needs to enhance policy count and ensure comprehensive coverage across all areas, including PL Property, PL Auto, Travel Medical, and Glass.
- Alerting insurance carriers regarding claims while assisting clients in comprehending claim processes and expectations
- Now working remotely for the Grande Prairie office.
Insurance Advisor
Western Financial Group
Peace River, AB
09.2014 - 04.2017
- Assisted clients in recognizing insurance coverage and requirements to boost policy count and guarantee adequate coverage in all areas, such as PL Property, PL Auto, CGL policies, or CL Auto.
- Informing insurance providers about claims while assisting clients in navigating claim process
Education
CAIB -
AIC
04.2024
General Insurance License Level 2 -
AIC
06-2014
Skills
- Customer relationship management
- Account management
- Client education
- Analytical skills
- Organizational efficiency
- Positive attitude
References
References available upon request
TOTAL YEARS OF EXPERIENCE
11
Timeline
Senior Insurance Advisor
Westland Insurance Group
04.2017 - Current
Insurance Advisor
Western Financial Group
09.2014 - 04.2017
CAIB -
AIC
General Insurance License Level 2 -
AIC
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