Jacob Richards
Caledon East,ON
Summary
Young professional with experience in delivering innovative customer solutions and client support to drive revenue in enterprise and consultative sales. Adept at broadening client base and working with diverse channels, leveraging in depth product knowledge to identify customer needs and recommending complete solutions. Recognized as a trusted customer resource while delivering successful and measurable solutions to positively enhance bottom-line performance. Well-organized with a track record that shows self-motivation, perseverance and the ability to achieve both personal and corporate goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Royal Bank of Canada Insurance
Mississauga, ON
10.2024 - Current
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
- Resolved disputes between customers and insurers by researching and interpreting policy language.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Provided guidance and support to less experienced agents during onboarding process.
New Business Sales Representative
Zensurance
03.2023 - 02.2024
- Addressed each customers' needs and wants to recommend suitable product options.
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints, and promote new offerings.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Used consultative sales approach to understand and meet customer needs.
Licensed Insurance Representative
Cooperators Insurance
01.2020 - 03.2023
- Building personal relationships with prospects to discover their needs, identify gaps in coverage, and recommend solutions to convert them into clients
- Generating new business through referrals and online leads
- Responsible for logging, maintaining and analyzing business and client data utilizing Salesforce.
Education
Bachelor Degree - Financial Economics
University of Western Ontario
04.2019
Skills
- Customer service
- Policy processing
- Underwriting research
- Sales strategies
- Data analysis
- Billing inquiries
- Client service
Certification
RIBO Licensed
OTL Licensed
References
References available upon request.
Timeline
Licensed Insurance Agent
Royal Bank of Canada Insurance
10.2024 - Current
New Business Sales Representative
Zensurance
03.2023 - 02.2024
Licensed Insurance Representative
Cooperators Insurance
01.2020 - 03.2023
Bachelor Degree - Financial Economics
University of Western Ontario
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