Erica Allan
Calgary,AB
Summary
Hardworking Advisor with over ten years of experience in the insurance industry. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Account Representative
Goldthorpe Insurance & Financial Services Inc
03.2017 - Current
- Cultivating strong community relationships to enhance agency visibility and maximize new business
opportunities to contribute to sales and growth goals. - Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Generated leads through cold-calling, networking and other outreach methods.
- Negotiated contracts and terms of sale with potential customers.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed strong relationship with Underwriters, leading to higher volume of quality submissions and successful growth.
- Made approval and denial recommendations by determining accurate risk levels.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Issued Certificates of Insurance as requested
- Updated and modified Commercial, Home & Auto Policies
Leads Coordinator
A To Z Auto Finance
02.2015 - 01.2017
- Tracked records, filed documents and maintained communication between clients to manage office activities.
- Oversaw operations at the front administration
- Prepared agendas and took notes at meetings to archive proceedings.
- Managed high volumes emails and filing
- Manged in house financing program
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Associate Insurance Advisor
The Co-operators
09.2011 - 10.2014
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Calculated premiums and established payment methods.
- Upsold additional products and services after identifying customer needs and requirements.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
Skills
- Insurance Policy Coverage Knowledge
- Reviewing Renewals
- Customer Service and Assistance
- Administrative Support
- Insurance Eligibility
- Consultative Sales Approach
- Underwriter Collaboration
- Strategic Initiatives
- Financial Needs Assessment
Certification
- General Insurance Level 1 License
- Full Life License
- Accident & Sickness License
- Actively pursuing CIP Designation
Timeline
Insurance Account Representative
Goldthorpe Insurance & Financial Services Inc
03.2017 - Current
Leads Coordinator
A To Z Auto Finance
02.2015 - 01.2017
Associate Insurance Advisor
The Co-operators
09.2011 - 10.2014
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