Angie Marchbank
Rothesay,NB
Summary
Accomplished Insurance Broker with a proven track record at Higgins General Insurance Ltd., adept in client relations and underwriting knowledge. Excelled in claims handling and commission-based sales, enhanced client rentention. Skilled in fostering strong relationships and a proactive team player, consistently delivering superior customer service and optimal policy solutions.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Broker
Higgins General Insurance Ltd.
05.2009 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Sold property and auto insurance policies to new and existing customers.
- Mentored entry-level brokers.
Insurance Sales and Service Agent
CAA Insurance
10.2007 - 05.2009
- Demonstrated adaptability by quickly learning new systems, tools, and procedures as needed for optimal performance.
- Utilized strong communication skills to effectively address customer concerns and provide solutions that met their needs.
- Assisted clients with inquiries, resolving issues promptly and professionally for improved client relations.
- Handled challenging situations calmly and professionally, finding effective solutions under pressure without compromising quality of service delivery.
Insurance Sales and Service Agent
TD Insurance
12.2001 - 10.2007
- Demonstrated adaptability by quickly learning new systems, tools, and procedures as needed for optimal performance.
- Utilized strong communication skills to effectively address customer concerns and provide solutions that met their needs.
- Assisted in training new team members on company policies, procedures, and best practices for successful integration into the team.
- Managed high call volumes while maintaining excellent customer service standards for prompt issue resolution.
- Participated in regular meetings to discuss performance metrics, identify areas for improvement, and develop strategies to achieve goals.
Education
Office Technology - Office Administration
NBCC
Saint John, NB01.1998
Skills
- Proactive team player
- Claims Handling
- Underwriting knowledge
- Commission-based sales
- Property insurance
- Client relations expert
- Customer Service
- Client Retention
- Policy Renewals
Languages
English
Full Professional
French
Professional Working
Certification
Successfully completed CAIB I, II & III
Successfully completed the following CIP courses:
C11-Principles and Practices of Insurance
C12-Insurance on Property
C14-Automobile Insurance-Part 1
Timeline
Insurance Broker
Higgins General Insurance Ltd.
05.2009 - Current
Insurance Sales and Service Agent
CAA Insurance
10.2007 - 05.2009
Insurance Sales and Service Agent
TD Insurance
12.2001 - 10.2007
Office Technology - Office Administration
NBCC
Successfully completed CAIB I, II & III
Successfully completed the following CIP courses:
C11-Principles and Practices of Insurance
C12-Insurance on Property
C14-Automobile Insurance-Part 1
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