Angela James
Princeton,British Columbia
Summary
Dynamic and results-driven Insurance Advisor with a proven track record at Valley First Insurance/Westland Insurance Ltd, excelling in client retention and policy renewals. Leveraged expertise in insurance products and exceptional relationship-building skills to exceed sales targets and enhance customer satisfaction. Achieved notable client trust through personalized service, contributing to a significant increase in upselling opportunities.
Experienced with assessing clients' insurance needs and providing tailored advice. Utilizes deep knowledge of policy options and regulations to ensure optimal coverage recommendations. Track record of fostering client relationships and delivering exceptional service.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Valley First Insurance/Westland Insurance Ltd
03.2012 - 02.2025
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
- Stayed up-to-date with industry trends and regulations, ensuring accurate and relevant advice provided to clients.
- Maintained a high level of industry certifications and licenses, ensuring credibility and expertise when advising clients on insurance matters.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Continuously exceeded sales targets by employing effective prospecting techniques and leveraging professional networks within the community.
- Streamlined policy renewals for clients, leading to improved retention rates.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Conducted annual reviews of existing policies to update information.
Health Care Assistant
Northern and Interior Health
05.2008 - 07.2012
- Assisted with patient hygiene, physical comfort, eating, and drinking, and mobility while observing and reporting specific changes.
- Lifted patients using appropriate equipment in accordance with moving and handling policy.
- Reduced risk of infections by adhering to strict hygiene protocols during all aspects of care delivery.
- Observed patient skin conditions and reported findings to registered nurse.
- Improved patient satisfaction by providing compassionate and attentive care to individuals with various health conditions.
- Maintained clean environment with due consideration to health and safety issues and infection control policy.
- Enhanced patient comfort by providing personal care services such as bathing, grooming, and toileting assistance.
- Cultivated strong relationships with patients and families, fostering an environment of trust and open communication that facilitated better healthcare experiences.
- Arranged bedding and cushions to enhance patient comfort in bed and chairs.
- Supported nursing staff with care of incontinent patients and promotion of continence care.
- Increased patient safety by promptly addressing concerns and reporting incidents or potential hazards to supervisory staff.
- Assisted nursing staff in maintaining a clean and safe environment for optimal patient recovery.
- Contributed to efficient patient care by accurately documenting medical information and maintaining up-to-date records.
- Ensured reliable communication between patients and healthcare providers by serving as an empathetic listener and effective advocate when necessary.
- Participated in ongoing training sessions, staying current with best practices in health care assistance.
- Contributed to team meetings with insights on patient care plans, ensuring unified approach to health management.
- Participated in continuous education programs to stay updated on healthcare best practices and emerging trends.
- Improved patient outcomes by closely monitoring for signs of distress or complications and promptly alerting nursing staff.
- Supported healthcare teams in emergency situations, demonstrating agility and readiness to respond to patient needs.
- Coordinated with healthcare professionals to update patient records, ensuring accuracy and confidentiality.
- Provided emotional support to patients and families, fostering positive atmosphere in challenging times.
- Enhanced patient comfort and safety by meticulously following hygiene protocols and assisting with daily living activities.
Education
Fundamentals Of Insurance - Insurance Advisor
Fundamentals of Insurance
Princeton, BC09.2012
Health Care Certificate -
College of New Caledonia
Prince George, BC05.2008
Skills
- Goal-oriented mindset
- Data interpretation
- Policy analysis
- Claims management
- Underwriting principles
- Insurance products
- Customer service
- Client retention
- Account management
- Upselling
- Policy renewals
- Client relations
- Claims reporting systems
- Property insurance
- Licensed insurance agent
- Customer follow-up
- Client account management
- Auto insurance
- Regulatory compliance
- Leads prospecting
- Quotes and sales
- New client acquisition
- Policy writing
- Prospective client identification
- Private insurance
- Insurance product promotion
- Critical thinking
- Records maintenance
- Relationship building
- Policy Knowledge
- Regulatory requirements
- Document control
- Customer complaint resolution
- Clientele development
- Policy changes
- Customer engagement
- Requirements reviews
- Insurance eligibility
- Claims information gathering
- Policy feature explanations
- Teamwork
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Multitasking Abilities
- Reliability
Languages
English
Full Professional
Certification
Fundamentals of Insurance
Timeline
Insurance Advisor
Valley First Insurance/Westland Insurance Ltd
03.2012 - 02.2025
Health Care Assistant
Northern and Interior Health
05.2008 - 07.2012
Fundamentals Of Insurance - Insurance Advisor
Fundamentals of Insurance
Health Care Certificate -
College of New Caledonia
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