Man Ting Poon (Cardia)
Vancouver,BC
Summary
Enthusiastic and hardworking Autoplan broker eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Trustworthy and dependable. Service-oriented and aims to provide excellent experience to customers. Motivated to learn, grow and excel in insurance industry. Looking for the opportunity to put my skills and experience to work for your company by acquiring a position as Insurance Broker.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance Advisor
InsureBC
07.2022 - Current
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Appraised personal and real properties to determine correct levels of coverage for each policy.
- Provided quotes and promoted products for building, contents and vehicle insurance.
Autoplan Broker
C&D Insurance Services Ltd.
12.2020 - 01.2022
- Renewed and/or amended existing policies for clients.
- Built and maintained business relationships with clients.
- Undertaken general administrative and batching duties.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Discussing and working with customers to understand needs and provide excellent service.
Education
Bachelor of Arts - Sociology
University of British Columbia
Vancouver, BC05.2022
Skills
- Licensed Level 1 Broker
- Experience with ICBC Policy Center, AMS, Power Broker, Applied Rating and MS Office
- Effective verbal and written communication skills
- Interpersonal and relation-building skills
- Detail-oriented and confident negotiation skills
- Exceptional telephone manners
- Fluent in English, Cantonese, Mandarin and intermediate in Japanese
Certification
Fundamentals of Insurance, IBABC Education, June 2021
Timeline
Insurance Advisor
InsureBC
07.2022 - Current
Autoplan Broker
C&D Insurance Services Ltd.
12.2020 - 01.2022
Bachelor of Arts - Sociology
University of British Columbia
Fundamentals of Insurance, IBABC Education, June 2021
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