Heather Hodgins
Edmonton,AB
Summary
Dynamic Personal Lines Insurance Broker with a proven track record in enhancing customer satisfaction and retention. Skilled in policy analysis and risk management, I consistently exceed sales targets while fostering strong client relationships. My attention to detail and problem-solving abilities drive tailored insurance solutions that meet diverse client needs.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Broker
Brokerlink
08.2022 - 03.2025
- Improved policy retention rates through attentive service and regular touchpoints with clients.
- Managed a diverse portfolio of personal lines business including home, auto, umbrella, and specialty coverages.
- Enhanced customer satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided expert guidance on complex coverage issues, increasing client confidence in their insurance decisions.
- Conducted comprehensive policy reviews, identifying potential gaps in coverage and recommending appropriate solutions.
- Consistently exceeded sales targets by proactively prospecting for new clients and cross-selling additional coverages to existing clients.
- Participated in ongoing professional development opportunities to stay current on industry best practices and emerging trends in personal lines insurance.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Sales Associate
Cobbs Bakery
04.2019 - 08.2022
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Mixing doughs for baking the next day while making stock of every day baked goods.
- Entering and finalizing sales on a POS system.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Sales Lead
Swimco
04.2018 - 07.2019
- Trained, coached, and mentored new sales associates for maximum performance.
- Provided ongoing coaching to team members, fostering a supportive environment that encouraged professional growth and skill development.
- Used POS system to process sales, returns, online orders, and gift card activations.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Up-sold and cross-sold products effectively, driving sales and increasing revenue.
- Delivered exceptional customer service by addressing concerns promptly and offering tailored solutions to meet clients needs.
Special Orders and Customer Service
Rona
04.2014 - 09.2018
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Order specialty items in store that were not standard stock.
- Assist clients in planning their home renovations from designing kitchens to outdoor decks.
- Worked flexible hours across night, weekend, and holiday shifts.
- Managed time efficiently in order to complete all tasks within deadlines.
Education
High School Diploma -
J. Percy. Page High School
Edmonton, AB06-2010
Skills
- Goal oriented
- Epic system knowledge
- Applied Rating System knowledge
- Policy analysis
- Underwriting principles
- Insurance sales
- Customer service
- Product knowledge
- Customer retention
- Risk management
- New policy quotations
- Teamwork and collaboration
- Attention to detail
- Multitasking
- Problem-solving abilities
Certification
Level 2 Insurance License
Timeline
Personal Lines Insurance Broker
Brokerlink
08.2022 - 03.2025
Sales Associate
Cobbs Bakery
04.2019 - 08.2022
Sales Lead
Swimco
04.2018 - 07.2019
Special Orders and Customer Service
Rona
04.2014 - 09.2018
High School Diploma -
J. Percy. Page High School
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