Atousa Bastos
Cambridge
Summary
Detail-oriented professional with a strong background in client support and policy management. Proven ability to identify coverage gaps and provide tailored solutions, ensuring client satisfaction and operational efficiency.
Dynamic Agricultural Service Broker with 2 years experience in farm policies as well as over 15 years of experience in providing exceptional customer service and leading teams. Known for effective communication, attention to detail, and the ability to manage time-sensitive tasks, contributing to successful client outcomes.
Overview
8
8
years of professional experience
Work History
Agricultural Service Broker
Josslin Insurance
07.2021 - Current
- Provide services for the farm and commercial department
- Working hand in hand with the producers regarding policy changes and renewals
- Identifying and filling coverage gaps
- Processing and transacting renewals and policy changes
- Contacting Underwriting for policy concerns and/or changes
Personal Lines Service Broker
Josslin Insurance
07.2021 - 06.2023
- Provide exceptional customer service to clients.
- Analyze, recommend and counsel on coverages.
- Identifying and filling coverage gaps.
- Providing quotations based off client needs with Compu-Quote.
- Reviewing, invoicing, and completing documentation.
- Prepare applications and submit in accordance with carrier guidelines.
- Ensuring the needs of the client are met in a time sensitive manner.
- Processing client changes and follow-ups using Powerbroker.
Team Leader
Crawford & Company
05.2019 - 01.2021
- Overlooking operational aspects of a team of 12
- Providing a schedule for individuals.
- Overseeing that clients and company needs are met within my team.
- Updating and submitting payroll.
- Multitasking projects and data.
- Experience with Excel and Word
Claims Advisor
Crawford & Company
03.2018 - 04.2019
- Process new and existing claims for clients.
- Process cheques to body shops, rentals, and clients.
- Providing excellent customer service.
- Working efficiently to ensure all company needs are met.
Education
High school Diploma -
St. Mary’s Catholic School
Kitchener, ONRIBO Certified -
Insurance Institute of Ontario College
Skills
- Persian/Farsi
- Communication
- Team Player
- Attention to detail
- Ability to lead a team to success and meeting goals
- Organization
- Time management
Timeline
Agricultural Service Broker
Josslin Insurance
07.2021 - Current
Personal Lines Service Broker
Josslin Insurance
07.2021 - 06.2023
Team Leader
Crawford & Company
05.2019 - 01.2021
Claims Advisor
Crawford & Company
03.2018 - 04.2019
High school Diploma -
St. Mary’s Catholic School
RIBO Certified -
Insurance Institute of Ontario College