Beulah Iwezor
St. Catharines,ON
Summary
Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 2-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over 200 client appointments. Client-centered and dedicated to customizing insurance programs to suit individual customer needs. Persuasive Licensed Insurance Advisor with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Dedicated to developing meaningful client relationships and offering best solutions for coverage. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
5
5
years of professional experience
Work History
Insurance Advisor & Underwriter
Royal Bank of Canada
10.2022 - Current
- Conducted comprehensive needs assessments for clients, resulting in a 20% increase in insurance coverage and ensuring that all clients were adequately protected against potential risks when underwriting new business or making policy changes
- Educated clients on recent changes to provincial insurance rules and regulations, increasing client understanding of their coverage and claims process by 40%
- Review Insurance and Liability clauses in client contracts ensuring every contract meets company risk appetite while considering the commercial benefits of the contract
- Accountable for accurate underwriting documentation/ information in account management systems and adherence to documentation standards to ensure seamless client experience.
Insurance Advisor and Web Service Representative
Toronto Dominion
04.2022 - 10.2022
- Collaborated with cross-functional teams to develop and implement new training programs for insurance agents on increasing client web portal participation resulting in a 15% improvement in customer satisfaction scores
- Implemented a feedback mechanism on the web portal to gather customer insights, resulting in an improvement in overall customer satisfaction ratings
- Conducted personalized educational sessions with clients, explaining their insurance coverage in detail and addressing any questions or concerns
- This initiative led to a 10% increase in client retention and a significant reduction in policy cancellations
- Troubleshot client's web portal to identify and resolve technical issues, resulting in a 20% decrease in customer complaints and an increase in overall customer satisfaction by 10%.
Research Intern at the Social Science Research Lab
The University of Saskatchewan
01.2020 - 04.2020
- Analysed data using Interviews from the Saskatchewan Open Door Society to determine possible ways to facilitate successful new immigrant integration using community-funded language programmes
- Developed and led successful initiatives to ensure increased participation rates and a sense of belonging amongst Newcomers with the Saskatoon Conversation Circles
Finance Assistant
Royal House Church
05.2019 - 09.2019
- Set up and managed paper or electronic filing systems, recording information, and updating paperwork
- Collected, recorded, and deposited money into accounts, and ensured accounts were balanced in the company’s QuickBooks account
- Created and maintained daily data entry
- Resolved several inquiries in any given week and consistently met performance benchmarks in all areas (speed, accuracy, and volume)
Education
Bachelor of Arts - International Studies With Focus On Economics
University of Saskatchewan
Saskatoon, SK06.2021
Skills
- Microsoft Office (Power point, Excel, Word)
- CRM software (Sales force)
- QuickBooks
- Team Collaboration software eg Slack, Zoom & Webex etc
- Customer Account Review
- Client needs analysis
- Regulatory Compliance
- Call Center Customer Service
- Customer Service
- Property insurance
- Premium Calculations
- Policy writing
- Upselling
- Document Control
- Auto insurance
- Data Interpretation
- Underwriting principles
- Records Maintenance
- Client Prospecting
- Billing Inquiries
- Insurance Program Analysis
- Persuasive Negotiation
- Policy analysis
- Customer Billing
References
Available Upon Request
Languages
English
Native or Bilingual
Timeline
Insurance Advisor & Underwriter
Royal Bank of Canada
10.2022 - Current
Insurance Advisor and Web Service Representative
Toronto Dominion
04.2022 - 10.2022
Research Intern at the Social Science Research Lab
The University of Saskatchewan
01.2020 - 04.2020
Finance Assistant
Royal House Church
05.2019 - 09.2019
Bachelor of Arts - International Studies With Focus On Economics
University of Saskatchewan
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