Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Cyndy Barclay-Hill

Dartmouth

Summary

Driven Insurance Advisor with a proven track record in client retention and new client acquisition, honed at BrokerLink. Specializes in crafting personalized insurance solutions, leveraging exceptional customer service and in-depth policy knowledge. Achieved a significant increase in customer follow-up success, demonstrating a strong commitment to client satisfaction and financial security. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Overview

12
12
years of professional experience

Work History

Insurance Advisor

BrokerLink
02.2020 - Current
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Draft new insurance contracts or suggest additions and changes to existing policies.
  • Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property

Insurance Advisor

Blenus Hope
05.2013 - 02.2020
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
  • Draft new insurance contracts or suggest additions and changes to existing policies.

Insurance Advisor

King Insurance
10.2012 - 05.2013
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
  • Draft new insurance contracts or suggest additions and changes to existing policies.

Education

High School Diploma -

Hants East Rural High School
Milford, NS
06.1976

Skills

  • Customer Service
  • Client Retention
  • Customer follow-up
  • Policy Renewals
  • Policy Knowledge
  • New Client Acquisition

Languages

English
Full Professional

Timeline

Insurance Advisor

BrokerLink
02.2020 - Current

Insurance Advisor

Blenus Hope
05.2013 - 02.2020

Insurance Advisor

King Insurance
10.2012 - 05.2013

High School Diploma -

Hants East Rural High School
Cyndy Barclay-Hill