Barbara Saul
North Battleford,SK
Summary
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.
Insurance professional keen on delivering tailored insurance solutions and comprehensive risk assessments. Proven experience in guiding clients through policy options and claims processes, ensuring their understanding and satisfaction. Known for collaborative teamwork and consistently achieving client-focused results in dynamic environments.
Professional with strong background in insurance advisory, delivering reliable and impactful client solutions. Expertise in risk assessment, policy analysis, and customer service. Strong focus on team collaboration and adaptability to changing needs, ensuring consistent achievement of results. Skilled in building lasting client relationships, navigating complex insurance products, and delivering tailored advice.
Overview
1
1
Certification
17
17
years of professional experience
Work History
Insurance Advisor -Auto
Westland Insurance Group
2013.03 - Current
- Assisted clients in understanding insurance policies and coverage options.
- Conducted research on market trends to support client needs and product offerings.
- Maintained accurate records of client interactions and policy details.
- Collaborated with senior advisors to streamline client onboarding processes.
Owner/Operator
B&b Ventures LTD
2009.02 - Current
- Managed daily operations, ensuring efficient service delivery and customer satisfaction.
- Developed and implemented strategic marketing initiatives to enhance brand visibility and reach.
- Oversaw financial management, including budgeting, forecasting, and expense control.
- Trained and mentored staff, fostering a collaborative team environment focused on growth.
Administrative Assistant
Triumph Roofing
2010.04 - 2013.03
- Managed scheduling and calendar coordination to optimize executive productivity.
- Developed and maintained filing systems, enhancing document retrieval efficiency.
- Streamlined office communications through effective email management and correspondence handling.
- Coordinated travel arrangements, ensuring cost-effective and timely logistics for executives.
Education
High School Diploma -
North Battleford Comprensive High School
North Battleford, SK1982-06
Skills
- Goal-oriented mindset
- Data interpretation
- Policy analysis
- Claims management
Certification
Restricted Auto Certification
Timeline
Insurance Advisor -Auto
Westland Insurance Group
2013.03 - Current
Administrative Assistant
Triumph Roofing
2010.04 - 2013.03
Owner/Operator
B&b Ventures LTD
2009.02 - Current
High School Diploma -
North Battleford Comprensive High School