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
12
12
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, ONSkills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
Timeline
General Level1 Insurance Agent
HUB International Insurance Brokers
01.2022 - Current
Entry Level Privacy Advisor/Inside Sales
Brightsquid
09.2018 - 02.2021
Account Manager
Replicon
12.2012 - 04.2014
Diploma - undefined
Cambrian College of Applied Arts &Technology