Heather Patterson
Pilot Butte,SK
Summary
Analytical Insurance Underwriter with expertise in Commercial. Excels in evaluating risk and loss potential and developing information for new and renewal policies. Team-oriented with success in building relationships with brokers and sales agents to achieve business goals.
Welcoming Customer Service Cashier adept at greeting customers, processing purchases, returns, payments, and handling customer complaints. Committed to ensuring each customer receives outstanding service by providing friendly and helpful support. Areas of expertise include cash handling and problem solving.
Overview
18
18
years of professional experience
Work History
Lead Customer Service Representative
Canadian Tire South
07.2021 - Current
- Greeted customers and listened closely to problems described to determine solutions.
- Supervised day-to-day customer service operations to provide staff with guidance and drive productivity.
- Trained, oversaw and mentored new team members to strengthen performance and job expertise.
- Promoted to team lead of customer service for displaying outstanding enthusiasm and remaining calm in extremely trying situations.
- Resolved customer service issues using company processes and policies and provided updates to customers.
- Processed purchases, returns, exchanges, payments, house account and store to store charges and a variety of other tasks
Underwriter II (Comm/Farm)
Saskatchewan Government Insurance
07.2006 - Current
- Worked with colleagues to review, accept or reject new and existing commercial risks
- Determined level of acceptable risk by reviewing applications for coverage and loss control reports
- Negotiated coverage, policy pricing, and service delivery with insurance broker partners
- Conducted comprehensive analysis and evaluated risk to control underwriting loss
- Presented account proposals professionally and effectively
- Presented and clearly explained insurance policy options based on clients' needs
- Pursued continuing education and training programs to continue professional development
- Processed applications, corrections, endorsements, renewals and cancellations
- Promoted client retention through high quality service and follow through
Education
Chartered Insurance Professional Designation -
Insurance Institute of Canada
High School Diploma -
Miller Comprehensive High School
Regina, SKSkills
- Developing insurance policies
- Production orientated
- Influencing business growth
- Loss Prevention
- Quoting and pricing policies
- Analyzing data
- Negotiation proficiency
- Self-motivated
- Building strong relationships
- Organizational skills
- Thrives under pressure
- Excellent communication skills
- Order and Refund Processing
- Customer Data Confidentiality
- POS Systems and Ordering Platforms
- Calm and Professional Under Pressure
- Efficient and Detail-Oriented
- Customer Service Excellence
Additional Information
References available with interview
Timeline
Lead Customer Service Representative
Canadian Tire South
07.2021 - Current
Underwriter II (Comm/Farm)
Saskatchewan Government Insurance
07.2006 - Current
High School Diploma -
Miller Comprehensive High School
Chartered Insurance Professional Designation -
Insurance Institute of Canada
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