Crystal Wouters

Calgary,Canada

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

years of professional experience

Work History

General Level1 Insurance Agent

HUB International Insurance Brokers

01.2022 - Current

Selling new business to new and existing customers
Advising customers on their insurance needs and explaining coverages
Taking inbound calls to sell home, auto, and travel insurance
Marketing my brand and developing a book of business

Entry Level Privacy Advisor/Inside Sales

Brightsquid

09.2018 - 02.2021

Assisted with Privacy Impact Assessment Assemblies and management of privacy management documents to ensure accuracy for delivery to Healthcare clinics
Identify privacy risks within Healthcare clinics and compliant policies and procedures to mitigate those risks
Assisted and Attended Privacy Compliance seminars
Answer inbound calls regarding privacy compliance questions from Healthcare clinics
Account management of existing customers and generation of new customers via outbound calls and marketing initiatives
Maintained a HIPAA Awareness for Business Associates Certificate
HIA and PIPEDA training
Knowledge of PIA submissions and Information Manager Agreements compliant with the OIPC

Account Manager

Replicon

12.2012 - 04.2014

History of over-achieving quota consistently approx
$30k / month
Consistently number1 in team of3
Typically50 outbound calls per day
Solution and SAAS Cloud based solutions selling experience; strength in using solutions selling tactics
Experience in a B2B sales environment
Meet renewal targets by ensuring invoices are sent and follow up is made to the customers according to the defined process created
Coordinate client emails, maintain follow and pro-active communication to clients
Maintain data within the CRM (customer relationship management) software
Update the client database, complete monthly invoicing and collection of renewal fees
Make a commitment to meet renewal targets and work independently to improve the current process
Ensure assigned accounts are successfully using Replicon's solutions
Cultivate relationships with clients to protect and grow current revenue stream
Identify and capitalize on growth and expansion opportunities within each account

Education

Diploma - undefined

Cambrian College of Applied Arts &Technology

Sudbury, ON

Skills

Customer service
Licensed insurance agent

Professionalism and ethics
Quotes and sales

Timeline