Debbie Tapp
Mississauga,ON
Summary
I am seeking a suitable position with a leading insurance company who values the customer and inspires trust and respect from employees. I am a dedicated insurance professional with exemplary ethics and professionalism. With almost 19 years in the industry, I am able to handle complex situations that require quick thinking and decision making skills all the while providing insurance solutions for the customer.
Overview
29
29
years of professional experience
Work History
Personal Lines Account Manager
Riders Plus Insuracne
Mississauga
05.2020 - 10.2022
- Provided advice and counsel on personal lines matters.
- Maintained records and stayed current with policy renewals.
- Stayed in contact with carriers, underwriters and marketing personnel.
- Oversaw all activities and transactions within personal lines department.
- Remained up to date on forms, rates, and types of coverage.
- Monitored electronic activities closely.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Conducted annual reviews of existing policies to update information.
Personal Lines Account Manager
Martin & Wright Insurance and Financial Services
Mississauga
10.2014 - 05.2020
- Responsible for the sales, service and maintenance of personal line products including home and auto policies
- Duties include but not limited to processing policy changes, writing up and issuing new business policies and assessing and evaluating risk, completing client reviews and understanding the client's needs
- Professionally handled service calls and complaints from clients
- Ability to prioritize multiple tasks and provide excellent customer service
- Supporting the brokerage thru a company rollover
- Worked on powerbroker system
- Currently hold active RIBO licence
- The Co-operators Insurance
- Marketed and sold insurance policies directly to clients.
- Responded to billing inquiries, coverage verification and other questions by phone and email within a timely manner.
- Responded to billing inquiries, coverage verification and other questions by phone and email within [Timeframe].
Associate Insurance Advisor
Cooperators Insurance
Mississauga
04.2004 - 10.2014
- A vital player in supporting and developing the agencies success through constant sales and service of personal lines products including auto, home and travel
- Responsible for assessing and evaluating risks as well as continuous underwriting of new business, renewals, and endorsements
- Dealt with customer complaints in a kind, professional manner, and directed client complaints to their proper department for follow up
- Handled cancellations in a professional manner, and in accordance with the agencies corporate guidelines.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Executive Assistant
Gaper Products Ltd
Mississauga
01.1998 - 01.2003
- Joined the firm as admin assistant where my duties and responsibilities included answering customer service related calls, processing orders in a timely fashion, and overseeing the front office operations to maintain steady workflow
- Data entry and courier scheduling along with all general customer service responsibilities
- Promoted to Executive Assistant after two years, which included traveling throughout Canada
- Maintained and over-saw accounts, in-services assignments and coordination with hospitals, clinics, trade shows, etc
- Assisted and occasionally stood in for the President, including top-tier accounts as required
- Direct management responsibilities for a staff of 5-14 people
- Completed opening and closing procedures in a clean and timely fashion
General
The Esplanade Bar & Grill
01.1993 - 01.1998
- Customer service duties; including but not limited to the review of existing client files, collecting information regarding underwriting reviews and generating reports such as Drivers Abstracts and Auto Plus Reports.
Education
Business -
Career College
Chartered Insurance Professional Program - undefined
R.I.B - undefined
Accident and Sickness - undefined
The Insurance Institute of Canada
CIP-Principal & Practices - undefined
Skills
- Insurance Customization
- Insurance Policy Sales
- Underwriter Selection
- Claims Information Gathering
- Excellent Personal Service
- Product Knowledge
Timeline
Personal Lines Account Manager
Riders Plus Insuracne
05.2020 - 10.2022
Personal Lines Account Manager
Martin & Wright Insurance and Financial Services
10.2014 - 05.2020
Associate Insurance Advisor
Cooperators Insurance
04.2004 - 10.2014
Executive Assistant
Gaper Products Ltd
01.1998 - 01.2003
General
The Esplanade Bar & Grill
01.1993 - 01.1998
Business -
Career College
Chartered Insurance Professional Program - undefined
R.I.B - undefined
Accident and Sickness - undefined
The Insurance Institute of Canada
CIP-Principal & Practices - undefined
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