Daniel Worb
Winnipeg,Manitoba
Summary
Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 9-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Overview
8
8
years of professional experience
Work History
Insurance Advisor
Worb Financial
Winnipeg, MB
01.2017 - Current
- Negotiated favorable terms with insurance carriers on behalf of clients, securing optimal coverage at competitive prices.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Utilized CRM software to manage client relationships.
- Educated clients on insurance policies and procedures.
- Organized informative seminars for potential clients, resulting in increased lead generation and policy sales.
- Conducted in-depth analyses of clients'' financial situations, identifying gaps in coverage and recommending appropriate policy adjustments.
- Conducted annual reviews of existing policies to update information.
Group Insurance Advisor
Western Financial
Winnipeg, MB
11.2015 - 12.2016
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Analyzed customer needs to provide customized insurance solutions.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
- Conducted thorough risk assessments for clients, crafting tailored solutions to mitigate potential losses effectively.
Education
BBA - Marketing
University of Winnipeg
Winnipeg, MB06.2015
Skills
- Legal Codes
- Financial Planning
- Group Presentations
- Customer Referrals
- Quotes and sales
- Customer Complaint Resolution
- Relationship Building
- Customer follow-up
- Revenue Generation
- Regulatory Requirements
- Client Relations
- Policy Renewals
- Client needs analysis
Languages
English
Native or Bilingual
Hebrew
Limited Working
Additional Information
Volunteer Experience:
- Assistant Baseball Coach Junior AAA Winnipeg South (2023)
- Assistant Baseball Coach Corydon Comets AA (2019-2022)
Timeline
Insurance Advisor
Worb Financial
01.2017 - Current
Group Insurance Advisor
Western Financial
11.2015 - 12.2016
BBA - Marketing
University of Winnipeg