Summary
Overview
Work History
Skills
Accomplishments
Timeline
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Elizabeth Hart

St. Thomas,ON

Summary

Insurance Advisor with well-rounded experience offering insurance sales and service to clients. Detailed when interviewing customers to understand needs, provide options, and offer advice.

Knowledgeable insurance representative promoting several years' expertise successfully working with several carriers. Courteous and cordial with a desire to take on challenges at a new position.

Overview

20
20
years of professional experience

Work History

Insurance Advisor

self Employed
London, Ontario
07.2007 - Current
  • Provided advice to clients on the most suitable insurance policies for their individual needs.
  • Generated detailed quotes for prospective customers based on their requirements.
  • Maintained accurate records of client profiles, policy details, and payment histories.
  • Conducted interviews with potential customers to assess their insurance needs.

Insurance Branch Assistant

CCI Insurance Brokerage
Brantford, Ontario
04.2005 - 03.2007
  • Managed a team of agents, providing training and support when needed.
  • Monitored sales performance and created incentive programs
  • Established relationships with industry professionals.
  • Facilitated communication between agents, underwriters, and claims personnel.
  • Ensured that all documentation was completed accurately prior to submission to insurers.

Skills

  • Client Relations
  • Policy Renewals
  • Client Retention
  • Customer follow-up
  • Customer Service
  • Licensed Insurance Agent
  • Policy Knowledge
  • Life Insurance

Accomplishments

At a branch manager -encouraged insurance brokers to meet their target in sales, resulting in increase of sales and an awards breakfast with cash bonus prizes.

Timeline

Insurance Advisor

self Employed
07.2007 - Current

Insurance Branch Assistant

CCI Insurance Brokerage
04.2005 - 03.2007

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Elizabeth Hart