Adept at fostering robust client relationships and streamlining operations. My tenure at Parklane Insurance Brokers/My Insurance Broker showcases a proven track record in sales growth, office management, and customer service excellence.
Overview
37
37
years of professional experience
Work History
Office Manager/Inter Office Liaise
Parklane Insurance Brokers/My Insurance Broker
02.2020 - 07.2024
Provided exceptional customer service when addressing client inquiries, concerns via phone calls and/or email correspondence, while maintaining well documented client records in Epic.
Managed sensitive information with discretion, maintaining confidentiality of client accounts, company documents and personnel records.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
Resolved customer complaints with empathy and efficeincy, resulting in increased loyalty and repeat business.
Realtor
Royal LePage Benchmark/Century 21 Bamber
06.2012 - 01.2022
Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
Integrated strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
Streamlined contract negotiations by meticulously reviewing documents and communicating clearly with all involved parties.
Delivered exceptional customer service by addressing client concerns promptly and professionally throughout the entire transaction process.
Leveraged social media platforms and online marketing strategies to increase property visibility and attract potential buyers.
Various Insurance Positions
Upon Request
01.1988 - 01.2012
Responded to customer requests for products, services, and company information.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Education
Level II License - Commercial & Personal Lines Insurance
Account Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance BrokersAccount Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance Brokers