Summary
Overview
Work History
Education
Skills
Websites
Affiliations
Volunteer Experience
Languages
Timeline
Generic

CASEY RODGERS

Kamloops,BC

Summary

Dynamic and results-driven professional with a diverse background in sales, insurance, serving, bartending, and team management. Adept at building and maintaining client relationships, driving sales, and ensuring customer satisfaction. Proven ability to excel in fast-paced environments and adapt to changing priorities.

Overview

14
14
years of professional experience

Work History

Insurance Broker

Central Agencies
01.2023 - Current
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
  • Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.

Insurance Broker

Interior Savings Insurance Services
10.2013 - 05.2022

As listed above

Head Server and Trainer

Barside Lounge
08.2011 - 05.2016
  • Streamlined dining operations for improved efficiency with effective communication and coordination among team members.
  • Increased restaurant revenue by upselling menu items and promoting daily specials.
  • Reduced wait times, effectively managing reservations and seating arrangements.
  • Handled high-pressure situations with poise, ensuring a positive experience for both staff and customers.
  • Maintained a clean, safe, and welcoming environment through regular monitoring of dining areas and server stations.
  • Trained new servers to uphold company standards in customer service, food handling, and overall professionalism.
  • Resolved guest complaints, addressing issues promptly to foster a positive dining experience.
  • Monitored staff performance regularly, providing constructive feedback for continuous improvement in their roles as servers.
  • Facilitated smooth transitions between shifts by clearly communicating pertinent information to incoming staff members.
  • Trained new staff on restaurant operations and policies to strengthen performance.
  • Trained staff members on use of POS system.
  • Used communication and problem-solving skills to resolve customer complaints and promote long-term loyalty.
  • Closed out cash drawer at end of each shift, reconciling totals and resolving discrepancies to maintain financial accuracy
  • Applied comprehensive knowledge of wine, cider, and beer to increase daily beverage sales.

Receptionist

Fabutan
11.2009 - 06.2012
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
  • Increased customer retention rates through exceptional communication skills and problem-solving abilities.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.

Office Assistant

Progressive Rubber Industries
02.2011 - 08.2011
  • Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
  • Expedited document processing with accurate data entry and timely filing.
  • Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
  • Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
  • Managed travel arrangements for executives, resulting in cost savings on flights, accommodations, and transportation services.

Education

Canadian Accredited Insurance Broker Courses 1, 2 & 3 - Insurance Management

Canadian Accredited Insurance Broker Course
01.2015

Introduction To General Insurance Certificate - Insurance

BCIT
Vancouver
01.2013

High School Diploma -

Norkam Secondary School
06.2009

Skills

  • Policy Coverage Expert
  • Home, Business and Recreational Insurance Sales
  • Proactive Team Player
  • Top-Rated Sales Performance
  • Client Relations Expert
  • Food Service
  • Payment Processing
  • Beverage Preparation
  • Customer Service Expertise
  • Liquor, Beer, and Wine Knowledge
  • New Hire Training
  • Staff Management
  • Bookkeeping
  • Office Management
  • Travel Coordination
  • File Management

Affiliations

  • Professional Pickleball Player

Volunteer Experience

  • Sat on the Board of Directors for the Kamloops Pickleball Club since 2018. Organized all social events, fundraising activities, multiple club tournaments
  • Volunteered at Kamloops Hospice Association cleaning, organizing, and gardening
  • Volunteered at Kamloops Food Bank organizing and packaging items for pick ups

Languages

English
Native or Bilingual

Timeline

Insurance Broker

Central Agencies
01.2023 - Current

Insurance Broker

Interior Savings Insurance Services
10.2013 - 05.2022

Head Server and Trainer

Barside Lounge
08.2011 - 05.2016

Office Assistant

Progressive Rubber Industries
02.2011 - 08.2011

Receptionist

Fabutan
11.2009 - 06.2012

Canadian Accredited Insurance Broker Courses 1, 2 & 3 - Insurance Management

Canadian Accredited Insurance Broker Course

Introduction To General Insurance Certificate - Insurance

BCIT

High School Diploma -

Norkam Secondary School
CASEY RODGERS