Jacqueline Schrum
Edmonton,AB
Summary
Motivated level 2 insurance professional ready to take on new challenges and drive organizational objectives with dedication and enthusiasm. Demonstrates strong analytical skills and attention to detail in assessing risk and policy coverage. Currently pursuing the CIP designation, aiming to leverage these skills to make a meaningful contribution to a company and build a long-term career.
Overview
18
18
years of professional experience
Work History
Personal Lines Broker
Western Financial Group
01.2023 - Current
- Created sources for continuous client referrals within community using extensive networking skills.
- Facilitated agency bill department in creating remedies for payment concerns, ensuring monthly accounting was balanced.
- Created reference documents for team members on best carriers to place varying type of business, key contacts and procedures not often used day to day.
- Developed strong relationships with underwriters, effectively negotiating coverage options for clients.
- Evaluated competitors' products and services to gain competitive advantage.
Personal Lines Account Manager/ Broker
Drayden Insurance
01.2022 - 11.2022
- Met and exceeded all sales targets for new business generation for every eligible month
- Managed diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Maintained up-to-date knowledge of industry trends and carrier changes.
- Analyzed risk factors and customer needs to to recommend customized insurance solutions
Server/ Bartender
Goodfellows Pub and Grill
09.2006 - 11.2021
- Handled cash transactions accurately, including VLT's, contributing to balanced daily financial reports.
- Followed local compliance regulations
- Handling of any customer complaints with professionalism and empathy
Agricultural Insurance Account Manager
Ag Pro Insurance (McLean & Shaw Insurance)
11.2019 - 06.2020
- Handling of all endorsements made to existing policies, review of all documents for accuracy and/or errors.
- Assisted Agricultural Lead developing customized insurance submissions for clients that met their individual needs.
- Provided all paperwork and communication for Agency bill client transactions.
Personal Lines Insurance Broker
Mclean and Shaw Insurance
04.2019 - 11.2019
- Sales of auto, home, life, and travel insurance using consultative selling techniques.
- Monitored insurance claims to ensure they were settled equitably for both client and insurer
- Developed risk management documentation and carrier comparisons for high-net-worth clients to assist brokers to analyze and protect their assets effectively
- Conducted thorough policy reviews, identifying potential gaps in coverage and recommending appropriate solutions.
- Created new quoting forms for personal lines use
Education
Chartered Insurance Professional Designation
Insurance Institute of Canada
Toronto, ON06.2026
General Level 2 Insurance License -
Alberta Insurance Council
Edmonton, AB01.2023
General Level 1 Insurance License -
Alberta Insurance Council
Edmonton, AB01.2019
Insurance And Risk Management Diploma -
Grant MacEwan University
Edmonton, AB12.2013
Skills
- Underwriting principles
- Product Knowledge
- Risk Assessment
- Insurance Sales
- Policy Administration
- Client acquisition & Retention
- Customer Service
- Problem-solving abilities
- Team Leadership
- Business development
References
- Amritpal Rai, Personal Lines Team Lead/Commercial Lines Insurance Broker, arai@ibaa.ca (604) 726-7046
- Nichelle Dam, Commercial Insurance Broker/Manager-in-training/ Drayden Insurance, ndam@drayden.com, (403) 915-5604
Accomplishments
- AON Reed Stenhouse Inc. Scholarship – Minimum 3.5 GPA award
- AMA Perseverance Award – Overcome obstacles and adversity
- Diverse Claims Adjustor Award – Demonstrates commitment and initiative
- Red Deer College Volleyball Team – 2000 (Assistant Captain)
- Team Alberta Volleyball – 1997 – 2000 (Captain 1990
Timeline
Personal Lines Broker
Western Financial Group
01.2023 - Current
Personal Lines Account Manager/ Broker
Drayden Insurance
01.2022 - 11.2022
Agricultural Insurance Account Manager
Ag Pro Insurance (McLean & Shaw Insurance)
11.2019 - 06.2020
Personal Lines Insurance Broker
Mclean and Shaw Insurance
04.2019 - 11.2019
Server/ Bartender
Goodfellows Pub and Grill
09.2006 - 11.2021
Chartered Insurance Professional Designation
Insurance Institute of Canada
General Level 2 Insurance License -
Alberta Insurance Council
General Level 1 Insurance License -
Alberta Insurance Council
Insurance And Risk Management Diploma -
Grant MacEwan University
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