Ashley Clifford
Summary
Accomplished Insurance Broker adept at growing business through deep knowledge of policies and customer expertise. Over 3 years of growing strong communication and relationship-building abilities. Experience with client facing presentations and leading client meetings.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Broker
BMS Group
07.2021 - Current
- Calculated quotes and educated potential clients on insurance options.
- Provided customer support and follow-up with members as assigned, implementing exceptional problem-solving and management and responding appropriately to inquiries.
- Assisted in developing and implementing program ideas, planned activities for units and evaluated program quality.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Provided informational presentations on insurance products.
Customer Service Representative/Sales Executive
McCabe Promotional
02.2020 - 07.2021
- Handled customer inquiries and suggestions courteously and professionally.
- Gained customer trust by providing knowledgeable and accurate information in both English and French.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
Education
Bachelor of Arts - Double Major French And Women's Studies
University of Western Ontario
London, ON04.2019
Skills
- Customer Service Experience
- Bilingual (French)
- Develop Proposals and supporting documents
- Order Processing
- Sales Expertise
Certification
- RIBO Licensed - November 2021
- Group Spin Instructor - July 2023
- CPR and First Aid Certified - July 2023
Timeline
Broker
BMS Group
07.2021 - Current
Customer Service Representative/Sales Executive
McCabe Promotional
02.2020 - 07.2021
Bachelor of Arts - Double Major French And Women's Studies
University of Western Ontario
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