Emma Tulp
Maple Ridge,British Columbia
Summary
Hardworking and passionate individual with over 2 years of experience selling and handling life insurance policies and 15 years in customer service. Personable and dedicated to pursuing the highest level of customer service and satisfaction. Eager to contribute to team success and motivated to learn, grow and excel in the insurance and wealth management industry.
Overview
4
4
years of professional experience
Work History
Insurance Advisor
Storelli Smith Financial Services
01.2023 - 06.2023
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations
- Explained features, advantages and disadvantages of various policies to promote insurance sales
- Carried out administrative tasks such as handling in-force policy services, maintaining records and handing new application underwriting requirements
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets
Insurance Associate
Canaccord Wealth & Estate Planning
01.2022 - 12.2022
- Presented insurance and benefits options to new and existing clients
- Processed and recorded new policies and claims
- Prepared insurance claim forms and other policy service related documents and submitted to insurance carriers
- Modified and updated existing systems, procedures and standards of client service
- Carried out administrative tasks by communicating with clients, advisors from related departments and representatives from numerous insurance companies
Advisor Assistant
Cindy David
07.2021 - 12.2021
- Managed phone and email correspondence
- Built and maintained excellent customer relationships
- Complete applications with clients and assist with any additional requirements that come up during the underwriting process
- Carry out administrative tasks such as handling basic policy service and correspondences with clients and insurance carriers
- Familiar and comfortable booking medicals through ExamOne and Dynacare
Supervising Agent
AIL Canada
06.2020 - 08.2021
- Sold life insurance and living benefits to union members across BC and Alberta
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling
- Advised customers about new products and assisted customers in determining best insurance and benefit products for their needs
- Drove team revenue totals by bringing in top sales numbers
- Hired, trained and prepared over 10 agents to sell insurance and benefits, respond to customer complaints, inquiries and handle any troubleshooting duties
- Monitored and evaluated fellow agents' performance
Manager
The Pourhouse
09.2019 - 03.2020
- Carried out day-to-day duties accurately and efficiently
- Developed and maintained courteous and effective working relationships
- Demonstrated respect, friendliness and willingness to help wherever needed
- Offered friendly and efficient service to customers, handled challenging situations with ease
Education
HLLQP License: Life, Accident And Sickness - Life Insureance
Oliver's Learning
06.2020
Skills
- Client Interaction and Support
- Building Client Trust and Loyalty
- Insurance Carrier Applications
- Policy Modifications and Updates
- Insurance Claim Forms Review
- Industry Best Practices
- Policy and Procedure Explanations
- Business Development
Timeline
Insurance Advisor
Storelli Smith Financial Services
01.2023 - 06.2023
Insurance Associate
Canaccord Wealth & Estate Planning
01.2022 - 12.2022
Advisor Assistant
Cindy David
07.2021 - 12.2021
Supervising Agent
AIL Canada
06.2020 - 08.2021
Manager
The Pourhouse
09.2019 - 03.2020
HLLQP License: Life, Accident And Sickness - Life Insureance
Oliver's Learning
Similar Profiles
Ellery BowneEllery Bowne
Service Agent at Smith Gillis Financial LLCService Agent at Smith Gillis Financial LLC
MELISSA D'Amore-RuizMELISSA D'Amore-Ruiz
Financial Administrative Assistant/Bookkeeper at Smith Financial & Associates, P.CFinancial Administrative Assistant/Bookkeeper at Smith Financial & Associates, P.C
Heather MooreHeather Moore
Team Leader/Supervisor in Customer Experience at GM Financial- Americredit Financial ServicesTeam Leader/Supervisor in Customer Experience at GM Financial- Americredit Financial Services