Excellent communicator and dependable team player with strong understanding of the insurance industry. Adept at building relationships with clients, brokers and underwriters while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
7
7
years of professional experience
Work History
Marketer - Realty Division
BFL Canada
08.2023 - 08.2024
Marketed businesses effectively by building strong relationships with Insurers, resulting in optimal negotiation of best competitive terms for clients
Collaborating with Client Executives, engaging in discussions regarding clients requirements and offering suggestions related to obtained contractual terms.
Negotiating terms with domestic and MGA markets
Identifying missing coverages required for each client.
Stayed abreast of industry trends, adapting tactics accordingly to maintain a competitive edge in the ever-evolving marketplace.
Assistant Account Manager
Wilson M. Beck Insurance Services (Alberta) Inc.
07.2022 - 08.2023
Assisted account managers in preparing various client services documents, including renewals, summaries, proposals, and underwriting submissions.
Acquired in-depth understanding of Epic software
Issued insurance certificates efficiently and accurately.
Prepared and distributed Pink Cards
Handled the end-to-end process of policy and endorsement preparation, including checking, submitting, and invoicing
Managed and organized the creation of various submissions including DCRs, proposals, and SOVs.
Managed additions and removals of drivers, vehicles, and equipment
Founder
Dragon Slayer Fitness
03.2017 - 01.2023
Built a highly profitable fitness business - in person and online, serving 250 clients across North America
Exceeded year over year revenue growth
Conducts and leads large group classes
Oversees student safety and performance.
Established a successful business by identifying market needs and developing innovative solutions.
Delivered exceptional customer service by addressing client concerns promptly and effectively resolving issues.
Education
Chartered Insurance Professional (CIP) -
Insurance Institute Of Canada
Alberta General Level Two -
Advanced Insurance Educational Service
06.2022
Alberta General Level One -
Advanced Insurance Educational Services
05.2022
Skills
Market new business and renewals from start to finish
Proven ability to work effectively in a fast-paced environment under pressure while meeting deadlines
Able to work efficiently, independently, as well as part of a team
Excellent data entry skills with great accuracy and attention to detail
Highly proficient in EPIC, Microsoft Excel, Word, and Outlook
Strong team player with exceptional communication and problem-solving skills
Results driven achiever with a high degree of detail orientation
Strong verbal and written communication skills
Customer focused and sales orientated
Alberta General Insurance Level 1 & 2 passed in 2021
Completed 4 courses towards the Chartered Insurance Professional (CIP) designation
References
AVAILABLE UPON REQUEST
Timeline
Marketer - Realty Division
BFL Canada
08.2023 - 08.2024
Assistant Account Manager
Wilson M. Beck Insurance Services (Alberta) Inc.
07.2022 - 08.2023
Founder
Dragon Slayer Fitness
03.2017 - 01.2023
Chartered Insurance Professional (CIP) -
Insurance Institute Of Canada
Alberta General Level Two -
Advanced Insurance Educational Service
Alberta General Level One -
Advanced Insurance Educational Services
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