Summary
Overview
Work History
Skills
Timeline
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Erin Ries

Calgary,AB

Summary

Dynamic leader that has demonstrated the ability to lead teams effectively, enhance team performance and customer satisfaction. Excels in coaching, mentoring, and fostering a culture of excellence and growth. Eager to succeed in a new and challenging environment, contributing to the growth & success of a company and furthering my development as an insurance professional.

Overview

13
13
years of professional experience

Work History

Branch Manager, Personal Lines Inbound Service

Brokerlink
11.2021 - Current
  • Continuously monitored team performance against key performance indicators, providing coaching and mentoring to ensure objectives were met or exceeded.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency and ensuring timely execution of tasks.
  • Evaluated employee performance regularly through monthly 1 on 1's and on the spot coaching to facilitate continuous development of skills and knowledge base within the team.
  • Coach team members to build confidence in client interactions and develop effective communication skills.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives and goals.
  • Participated in the recruitment process of new staff by screening resumes, conducting interviews and assessing candidates to ensure they will will thrive in their roles and contribute to the company's objectives.
  • Encouraged and supported individual growth of team members and provided mentorship to aspiring leaders.

Personal Lines Team Lead

Blue Circle Insurance
11.2019 - 11.2021
  • Trained new team members by providing comprehensive instruction on company policies & workflows, insurance products, sales techniques and how to provide excellent customer service.
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition.
  • Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
  • Evaluated employee skills and knowledge regularly, training, and mentoring individuals.

Insurance Broker, Personal Lines

Blue Circle Insurance
09.2011 - 11.2019
  • Managed a high volume book of business and contributed to it's growth by attaining new clients, cross selling policies for existing clients and retaining existing business.
  • Generated referral business from satisfied customers who shared positive experiences with friends and family.
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients and provided expert advice on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintained thorough knowledge of insurance products and , staying up-to-date on carrier and market changes,
  • Developed strong relationships with insurance carriers, underwriters and other insurance professionals in the insurance industry.

Skills

  • Level 2 license
  • Excellent time management skills
  • Excellent work ethic
  • Relationship building and management
  • Strong team-builder
  • Excellent verbal/written communication
  • Expertise with computer programs such as Epic, Power Broker, ARS, CGI, Dash, various insurance company portals, Power BI and Microsoft Suite

Timeline

Branch Manager, Personal Lines Inbound Service

Brokerlink
11.2021 - Current

Personal Lines Team Lead

Blue Circle Insurance
11.2019 - 11.2021

Insurance Broker, Personal Lines

Blue Circle Insurance
09.2011 - 11.2019

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Erin Ries