Jacqueline Dumesnil
Brandon
Summary
Insurance Advisor with well-rounded experience offering insurance sales and service to clients. Detailed when interviewing customers to understand needs, provide options, and offer advice. Deep knowledge of internal and external underwriting policies. Long performance history of meeting sales targets to achieve performance goals.
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.
Overview
4
4
years of professional experience
1
1
year of post-secondary education
Work History
Insurance Advisor
Western Financial Grouo
Brandon
01.2023 - Current
- Advised clients on insurance policies and coverage options.
- Analyzed client needs to recommend tailored insurance solutions.
- Facilitated claims processes by gathering necessary documentation.
- Educated clients on policy details and renewal procedures.
- Developed strong relationships with clients to enhance satisfaction.
- Collaborated with underwriters to assess risk and determine premium rates.
- Maintained accurate records of client interactions and transactions.
- Advised customers on changes in existing policies or new options available in the market.
- Followed up with customers regarding outstanding payments or overdue renewals.
- Provided advice to clients on the most suitable insurance policies for their individual needs.
- Reviewed renewal documents and updated customer information as needed.
- Conducted interviews with potential customers to assess their insurance needs.
- Communicated with clients by phone and email to answer questions and offer services.
- Assisted customers in filing claims and resolving disputes arising from policy coverage issues.
- Answered insurer questions regarding policyholders.
- Maintained accurate records of client profiles, policy details, and payment histories.
- Generated detailed quotes for prospective customers based on their requirements.
- Researched and analyzed market trends, competitor offerings, and industry regulations.
- Identified cross-selling opportunities through analysis of customer data.
- Presented customers with insurance quotes using sources for information.
- Employed assumptive sales techniques to efficiently close and process sales.
- Processed applications for new policies including verifying eligibility criteria.
- Negotiated terms and conditions of policies with clients to obtain best possible coverage at lowest cost.
- Supported accounting functions by assisting with accounts receivables, banking and cash management.
- Analyzed feedback from surveys conducted among current customers about service quality levels.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Responded to customer inquiries and problems to promote great service.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Achieved repeat business and referrals through personalized services.
- Developed appropriate quotes based on risk information.
- Sought out new clients and developed clientele by networking to find new customers.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Monitored clients' insurance coverages to ensure changing needs were met.
Insurance Agent
Westland Insurance
Brandon
07.2022 - 01.2023
- Consulted with clients to assess insurance needs and recommend suitable coverage.
- Processed policy applications and maintained accurate client records in management systems.
- Educated clients on policy options, terms, and benefits to enhance understanding.
- Coordinated with underwriters to evaluate risks and secure policy approvals.
- Conducted regular follow-ups with clients to ensure satisfaction and address concerns.
- Assisted clients in filing claims and navigating the claims process efficiently.
- Participated in training sessions to stay updated on insurance products and regulations.
- Developed marketing materials to promote services and attract new clients effectively.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
Assistant Department Manager
Real Canadian superstore
Brandon
01.2022 - 07.2022
- Assisted in managing daily operations and staff scheduling for the department.
- Coordinated inventory management and supply ordering processes efficiently.
- Supported team training initiatives to improve employee skills and knowledge.
- Facilitated communication between management and staff regarding policies and procedures.
- Analyzed customer feedback to identify areas for service improvement.
- Provided guidance to team members on customer service best practices.
- Provided guidance and mentoring to department staff members.
- Ensured that all safety protocols were followed in accordance with company policy.
- Coordinated daily operations within the department.
- Supervised a team of employees by providing feedback on their work performance and setting expectations for them to follow.
- Resolved conflicts between staff members in a professional manner.
- Managed inventory of supplies for the department including ordering new items as necessary.
- Implemented training programs for new hires and existing staff members.
- Developed strategies to improve customer service, performance, and productivity.
- Collaborated with other departments to ensure efficient workflow throughout the organization.
- Monitored departmental progress against established goals and objectives.
- Analyzed data to identify areas for process improvement within the department.
- Planned special events or activities related to the department's mission.
- Performed administrative duties such as filing paperwork or creating spreadsheets.
- Assisted in the development of departmental goals and objectives.
- Trained new employees on company policies and procedures.
- Provided excellent customer service by responding promptly to inquiries and resolving issues quickly.
Personal Shopper
Real Canadian Superstore
Brandon
07.2021 - 07.2022
- Curated personalized shopping experiences for diverse clientele based on individual preferences.
- Researched current fashion trends to provide informed product recommendations.
- Communicated effectively with clients to understand their style and budget needs.
- Developed strong relationships with clients to foster loyalty and repeat business.
- Bagged groceries carefully to keep products in perfect condition, separated fragile products and kept frozen and perishable foods cold or fresh.
- Satisfied customers with quick, accurate service under tight deadlines.
- Maintained a high level of customer service while ensuring customer satisfaction.
- Maintained positive relationships with grocery store personnel by being consistently professional and friendly.
- Scanned items when pulling from shelves to update system stock information.
- Assisted teammates with daily tasks during peak periods.
- Assisted customers in selecting items that met their individual needs and preferences.
- Developed relationships with loyal shoppers by providing personalized shopping experiences.
- Greeted customers and answered product or service questions.
- Listened to customer needs to identify and recommend best products and services.
- Suggested comparable products to replace out-of-stock items.
- Followed proper procedures when accepting returns or exchanging items for customers.
- Inspected returned merchandise for damage or defects before placing it back on display.
- Asked store associates for help locating missing products.
- Tracked customer feedback through surveys or other methods in order to improve services offered.
- Processed payments for purchased items using cash registers or other payment systems.
- Managed multiple clients simultaneously while maintaining high standards of service and privacy.
- Processed purchases, returns, and exchanges on behalf of clients, ensuring a seamless shopping experience.
- Operated register, handled cash and processed credit card transactions.
- Recognized security risks to properly handle situations.
Education
Insurance Advisor Level 1
Insurance Brokers Association of Manitoba
07.2022 - 08.2022
Educational Assistant -
Red River College of Applied Arts, Science And Technology
Winnipeg, None 09.2011 - 03.2012
Skills
- Insurance policy analysis
- Risk assessment
- Client relationship management
- Claims processing
- Market research
- Customer engagement
- Compliance knowledge
- Documentation management
- Effective communication
- Problem solving
- Time management
- Conflict resolution
- Team collaboration
- Goal-oriented mindset
- Client relations
- Client needs analysis
- New client acquisition
- Licensed insurance agent
- Account management
- Customer service
- Upselling
- Referral pipeline maintenance
- Customer follow-up
- Marketing strategies
- Email marketing
- Cold calling
- Client retention
- Leads prospecting
- Negotiation skills
Timeline
Insurance Advisor
Western Financial Grouo
01.2023 - Current
Insurance Agent
Westland Insurance
07.2022 - 01.2023
Insurance Advisor Level 1
Insurance Brokers Association of Manitoba
07.2022 - 08.2022
Assistant Department Manager
Real Canadian superstore
01.2022 - 07.2022
Personal Shopper
Real Canadian Superstore
07.2021 - 07.2022
Educational Assistant -
Red River College of Applied Arts, Science And Technology
09.2011 - 03.2012