Summary
Overview
Work History
Education
Skills
Interests
Salesforce
Timeline
BusinessAnalyst
Brian Ennis

Brian Ennis

Business Development
Vancouver,British Columbia

Summary

A detail oriented team player who is comfortable in an ever-changing, fast paced environment. A passion for data and building strong relationships. Deep understanding of CRM software with experience training users and creating reports to advance department goals.

Overview

9
9
years of professional experience
4
4
years of post-secondary education
5
5

Years of insurance experience

4
4

Years of Salesforce experience

Work History

Business Development Coordinator

Wawanesa Insurance
Vancouver, British Columbia
08.2017 - Current
  • Maintained updated records in CRM to meet requirements of sales team and GDPR regulations.
  • Compiled product and customer data to generate informed profit projections.
  • Fostered positive and trusting client relationship and professional reputation for meeting and exceeding objectives.
  • Reviewed CRM systems to understand relevant opportunities, pull reports and create dashboards.
  • Created reports and presentations detailing business development activities.

Insurance Underwriter

Wawanesa Insurance
Vancouver, BC
04.2016 - 08.2017
  • Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
  • Met with customers, agents and brokers to negotiate coverage, price and service delivery.
  • Analyzed credit, income, compliance, title documents and appraisals during underwriting process.
  • Provided high level of assistance to help with review, classification, coding and rating of applications.
  • Identified issues, analyzed information and provided solutions to problems.

Customer Service Representative

CIBC
Vancouver, British Columbia
2015.12 - 2016.04
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Increased customer satisfaction by resolving issues.
  • Worked with customers to understand needs and provide excellent service.
  • Exceeded goals through effective task prioritization and great work ethic.
  • Learned new skills and applied to daily tasks to improve efficiency and productivity.

Education

BBA - Business Studies

South East Technological University
Carlow, Ireland
09.2009 - 05.2014

Skills

    Business Administration

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Interests

Salesforce

Running

Coffee

Salesforce

  • 4 years business user experience
  • Salesforce super-user for my region
  • Train users on salesforce
  • Create manual for Salesforce users
  • Trailhead Ranger
  • 1 Superbadge completed
  • Salesforce Certified Administrator exam in July 2022

Timeline

Business Development Coordinator

Wawanesa Insurance
08.2017 - Current

Insurance Underwriter

Wawanesa Insurance
04.2016 - 08.2017

Customer Service Representative

CIBC
2015.12 - 2016.04

BBA - Business Studies

South East Technological University
09.2009 - 05.2014

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