Breanna Driscoll
Cambridge,Canada
Summary
Highly-motivated individual with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Proven expertise in insurance products, and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issue. Identifies and resolves concerns while promoting new solutions. Adaptable and motivated professional with a strong ability to quickly grasp new concepts, streamline processes, and provide exceptional client experiences. Recognized for problem-solving skills, attention to detail, and building lasting relationships. Proven success across insurance, medical, and customer service roles, with expertise in policy management, client retention, and operational efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Manager
Cowan Insurance Group
06.2024 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
Licensed Insurance Agent
RBC Insurance
01.2023 - 06.2024
- Presented customers with insurance quotes using Guidewire and Salesforce as sources for information.
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Answered insurer questions regarding policyholders.
- Responded to customer inquiries and problems to promote great service.
- Analyzed customer needs and provided best options, upselling products and services.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Engaged customers and provided high level of service by carefully explaining details about documents.
CUSTOMER SERVICE
The Firewood Guys
05.2020 - 01.2023
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Created and managed customer portfolios and customer acquisitions.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Planned marketing initiatives to promote business development.
- Wrote engaging and successful marketing and advertising websites for The Firewood Guys.
MEDICAL CUSTOMER SERVICE
Mcarthur Medical Sales Inc
04.2017 - 05.2020
- Used computerized data management systems to organize immense datasets and coordinate care details for large patient bases.
- Reviewed and corrected product and price errors to facilitate smooth processing.
- Took payments and compiled monthly financial records and reports.
- Directed incoming calls to internal personnel and departments, routing to best-qualified department.
- Responded to customer requests for products, services and company information.
Education
RIBO - Insurance
Insurance Institute of Canada
Cambridge, ON11-2024
Skills
- Account & Policy Management
- Account oversight
- Customer satisfaction
- Client Retention
- CRM Software:
- (EPIC/Access24/Guidewire/Salesforce)
- Regulatory compliance
- Goal oriented
- Issue resolution
- Documentation and reporting
- Contract negotiation
- Schedule management
- Account management
Accomplishments
- Completed an advanced Paramedic College degree with completion of the Advanced Emergency Medical Care Assistant Theory Exam (AEMCA) and Ethical patient care standards.
- Provincially licensed as a previous insurance agent and current Ontario Broker license.
Languages
English
Native or Bilingual
Certification
- Licensed Insurance Broker 2024-Present
Timeline
Account Manager
Cowan Insurance Group
06.2024 - Current
Licensed Insurance Agent
RBC Insurance
01.2023 - 06.2024
CUSTOMER SERVICE
The Firewood Guys
05.2020 - 01.2023
MEDICAL CUSTOMER SERVICE
Mcarthur Medical Sales Inc
04.2017 - 05.2020
RIBO - Insurance
Insurance Institute of Canada