Judy Farrell
Airdrie,AB
Summary
Focused and dedicated professional with 16 years of experience as an insurance specialist in account management. Committed to promoting growth, and building relationships with the use of education, critical thinking, and team collaboration.
Overview
16
16
years of professional experience
1
1
Certification
Work History
ACCOUNT MANAGER
BFL Canada
08.2022 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly by answering question's and handling daily requests/coverage changes.
- Maintain high client retention rate by providing exceptional customer service and anticipating client needs by reviewing clients exposures, gaps in coverage and loss history.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Manage a portfolio of 200 accounts, ensuring timely communication and effective problem resolution.
- Ensure the accuracy of documentations including proposals, certificates and renewal information collection.
ACCOUNT MANAGER
SHARP INSURANCE BROKERAGE
08.2020 - 08.2022
- Create relationships with clients through trust and understanding of the products and coverages in a range of personal line insurance products
- Offer advice and provide information by communicating efficiently and in a competent manner, through incoming phone calls, contacting incoming leads, and following up on quotes and inquiries
- Built strong relationships with insurance companies, mortgage brokers, and dealerships
- Member of company Fun Nation team to plan staff events.
INSURANCE AGENT
AMA Insurance Agencies
10.2008 - 08.2020
- Engage in customer-focused conversations to provide member satisfaction with sales, service, and retention in both personal and commercial lines
- Provided coaching and training as a senior agent
- Ability to translate experienced knowledge in an approachable way
- Continuously exceeded monthly sales goals, and retention strategies and monitored Quality reports to assess areas of improvement
- Member of Employee Engagement Team, communicated issues or concerns at theemployee level to lean out processes and act as a liaison between employee group and the company at large.
Education
Chartered Insurance Professional Designation -
Insurance Institute of Alberta
Calgary, AB12.2023
Accounting
Saint Mary's University
Halifax, NSDiploma - Tourism and Hospitality
Nova Scotia Community College
Dartmouth, NSSkills
- Proactive and critical thinking
- Experience using various insurance systems and broker portals
- Coaching and team collaboration
- Relationship Building
- Organization and Multitasking
- Account Management
Certification
- General Insurance licenses for Alberta, Saskatchewan, Manitoba and British Columbia - Level 1 & 2
Timeline
ACCOUNT MANAGER
BFL Canada
08.2022 - Current
ACCOUNT MANAGER
SHARP INSURANCE BROKERAGE
08.2020 - 08.2022
INSURANCE AGENT
AMA Insurance Agencies
10.2008 - 08.2020
Chartered Insurance Professional Designation -
Insurance Institute of Alberta
Accounting
Saint Mary's University
Diploma - Tourism and Hospitality
Nova Scotia Community College
- General Insurance licenses for Alberta, Saskatchewan, Manitoba and British Columbia - Level 1 & 2
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