Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Heather Bryson

Baden,ON

Summary

Commercial Insurance Advisor with extensive expertise in delivering tailored insurance solutions. Proven track record of enhancing client satisfaction and retention, as well as consistently meeting new business goals. Committed to continuous professional development and contributing positively to organizational success.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Commercial Insurance Advisor

BrokerLink Insurance
Kitchener, Ontario
06.2020 - Current
  • Managed a portfolio of commercial insurance accounts, consistently achieving new business targets.
  • Developed customized coverage plans in collaboration with underwriters to meet client needs.
  • Prepared renewal and new business proposals for various commercial insurance products.
  • Addressed customer inquiries regarding policy changes and claims processes promptly.
  • Provided technical guidance to clients on complex coverages, including property, commercial general liability, professional liability and auto.

Account Manager, Complimentary Health

LMI/BrokerLink Insurance
Kitchener, Ontario
05.2018 - 06.2020
  • Evaluated customer needs to recommend suitable insurance products.
  • Cultivated strong client relationships to drive satisfaction and loyalty.
  • Addressed and resolved customer complaints related to coverage and service.
  • Attended tradeshows as needed to promote the program and engage with clients directly.
  • Guided clients through underwriting processes for new policies.

Account Manager, Personal Insurance

Erb & Erb Insurance Brokers
Kitchener, Ontario
05.2016 - 05.2018
  • Drafted proposals detailing costs, coverages, and benefits for customers.
  • Managed multiple accounts to ensure timely delivery and adherence to deadlines.
  • Served as primary contact for addressing client concerns and requirements.
  • Provided technical support to customers as needed, enhancing service satisfaction.
  • Oversaw a portfolio of Personal Lines business, maintaining high-level client engagement.

Team Leader, Broker Services

Cowan Insurance Group
Cambridge, Ontario
08.2013 - 05.2016
  • Coached employees and provided feedback to promote professional development.
  • Resolved customer complaints effectively while maintaining high service standards.
  • Developed training materials and facilitated group training sessions on new procedures.
  • Participated in senior leadership meetings to present updates on team progress.
  • Assisted in the recruiting process for the department by creating job postings, reviewing applications, and participating in interviews.

Marine Insurance Underwriter

Cowan Insurance Group
Cambridge, Ontario
06.2009 - 08.2013
  • Negotiated with customers regarding policy terms and conditions as needed.
  • Reviewed and evaluated customer's applications to determine eligibility for insurance coverage.
  • Maintained detailed records of underwriting decisions and processes.

Claims Administrator

Cowan Insurance Group
Kitchener, Ontario
08.2005 - 04.2009
  • Provided excellent customer service by responding to inquiries in a timely manner.
  • Negotiated settlements between claimants and insurance companies when necessary.
  • Maintained accurate documentation of all claim activities in accordance with company policies.

Senior Call Centre Agent/Adjuster Support

Crawford Adjusters Canada
Kitchener, Ontario
09.2002 - 08.2005
  • Delivered customer service to clients through phone and email communications.
  • Executed administrative tasks including data entry, filing, and updating databases.
  • Handled inbound calls for multiple campaigns, ensuring prompt responses.

Education

General Business Diploma - Business

Conestoga College
Kitchener, ON
11-2004

Skills

  • Able to multitask
  • Strong organizational skills
  • Adaptable and flexible
  • Excellent communication
  • Teamwork and collaboration
  • Empathetic and understanding

Certification

  • Earned CAIB Designation, 2019
  • Completed the following CIP courses:
  • Principles and Practices of Insurance
  • Automobile Insurance
  • Property Insurance
  • Fraud Prevention and Awareness

References

References available upon request.

Timeline

Commercial Insurance Advisor

BrokerLink Insurance
06.2020 - Current

Account Manager, Complimentary Health

LMI/BrokerLink Insurance
05.2018 - 06.2020

Account Manager, Personal Insurance

Erb & Erb Insurance Brokers
05.2016 - 05.2018

Team Leader, Broker Services

Cowan Insurance Group
08.2013 - 05.2016

Marine Insurance Underwriter

Cowan Insurance Group
06.2009 - 08.2013

Claims Administrator

Cowan Insurance Group
08.2005 - 04.2009

Senior Call Centre Agent/Adjuster Support

Crawford Adjusters Canada
09.2002 - 08.2005

General Business Diploma - Business

Conestoga College

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