Currently working in an insurance office in Victoria BC. I manage a personal lines book of business ranging from tenants policy, condo, home. 4 years ago our company had switched from the TAM system to the up to date EPIC system. We use 7 of the top standard insuring companies and many specialize insuring companies to help meet clients needs for coverage.
The owner of Harbord Insurance retired and sold the company to Waypoint Insurance in 2023 and transitioned over in 2024.
Overview
25
25
years of professional experience
Work History
Home Broker
Harbord Insurance/Waypoint Insurance
07.2018 - Current
I manage a book of business for personal line, as well, supporting our ICBC agents
My client base has a wide variety of insurance needs ranging from tenants policies, condos, standard home policies
Included are any travel medical policies to hard to place coverage (short term rental, C.O.C., vacant and heritage houses and properties).
Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
Insurance Agent
Coast Capital Insurance
01.2018 - 07.2018
Our main roles in this office was travel insurance and I.C.B.C, and a supporting role in helping with endorsing personal lines policies, including reviewing and offering optional coverage on existing policies.
Remote Camp Catering
Aramark Catering
02.2013 - 10.2018
In the 5+ years, I worked in remote camps all over Northern BC and Alberta
The duties included cooking, serving, baking and cleaning
This industry is extremely interesting one
As the camps typically housed around 13 clients to as many as 500 with little notice of the volume of clients we would be serving from week to week.
Construction laborer
Independent
07.2007 - 02.2013
I worked as a laborer with a few friends in the industry, I did everything from tiling to house construction mainly in a supporting role, and as this was on a contract from contract basis we worked all over BC doing small reno's to completing new houses.
Restaurant owner
self-employed
12.1999 - 12.2007
In these 6 years I had owned 2 restaurants, one being a franchise to a small diner style
My duties include hiring, staffing, ordering and the day to day management duties.
Education
Level 2, Insurance Broker - Insurance
CIP
11.2023
Culinary - Red Seal -
N.A.I.T.
07.1990
HS Diploma -
Salisbury Composite High School
06.1987
Skills
Business Growth and Client retention
Compliance requirements
Workplace training
Negotiation and developing working relationships with underwriters, clients and fellow brokers with in the industry
Working within a team environment and independently
Adapting to a constantly changing daily work routine
Personal Line Insurance Consultant at Waypoint/ Park Insurance / InsureBC/ Westland InsurancePersonal Line Insurance Consultant at Waypoint/ Park Insurance / InsureBC/ Westland Insurance