Summary
Overview
Work History
Education
Skills
Timeline
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Jade Dickie

Red Deer,Canada

Summary

Creative, versatile, and multi-talented Senior Insurance Advisor with 17 years of experience. I have a solid track record of boosting client satisfaction through my comprehensive knowledge of insurance products and by treating clients with respect and kindness. For the past two years, I have led a team of insurance professionals, mentoring, motivating, and driving company results.


Overview

16
16
years of professional experience

Work History

Team Lead

Westland Insurance
04.2023 - Current
  • Ability to inspire and guide team members towards achieving organizational goals.
  • Completed bi-weekly one-on-ones with team members
  • Mentored team members on best practices and workflow
  • Expertise in prioritizing tasks and managing time efficiently while exceeding client experience
  • Assisted the manager with day-to-day office duties, including accounting
  • Adept at making informed choices under pressure and in a timely manner while balancing the needs of both the clients and organization
  • Hired new staff and facilitated team development
  • Provided conflict resolution and problem-solving support
  • Skilled in handling emergencies and unexpected situations
  • Delegated duties within the team

Senior Insurance Advisor

Westland Insurance
10.2021 - Current
  • Strong verbal and written communication skills.
  • Manage a book of business
  • Cross selling and writing new business home, auto, specialty markets
  • Reviewing renewals and remarketing for client retention
  • Building relationships with Westland Clients and other members of our team
  • Providing advice and helping other team members with questions and workflow
  • Acturis Power User
  • Social Committee

Insurance Advisor, Sales

Brokerlink
02.2013 - 10.2021
  • Thoroughly reviewed various carriers in order to provide the client with the best coverage available
  • Attended numerous webinars to stay updated on carriers used for quoting business products
  • Presented new policy applications in a professional and timely manner
  • Most Importantly building relationships with my clients
  • Mentored new brokers in company portals and Brokerlink workflow
  • Care Calls to clients to review renewals, remarketing when required
  • Proficient in EPIC, TAM and Applied Systems
  • Developed relationships by networking to find new customers and generate prospective client lists
  • Customized insurance programs to suit individual customers
  • Proficient in Company portals

Account Manager

Innisfail Insurance Services
03.2009 - 02.2013
  • Mentoring new brokers on company portals, best practices, workflow
  • Managed a personal lines book of business
  • Retention and Remarketing of existing clients through care reviews
  • Processing new business, giving professional advice on the many products to existing and new potential clients
  • Remarketed an entire book of business from Economical to Aviva
  • Cross selling of insurance products

Education

CIP Designation - Insurance

Alberta Insurance Institute
Red Deer, Alberta
12.2025

CAIB Designation -

Insurance Brokers Association
Red Deer, Alberta
02.2020

PC Support Specialist -

Academy of Learning
Red Deer, Alberta
01.2003

Skills

  • Attention to detail
  • Conflict resolution
  • Customer focus
  • Coaching and mentoring
  • Performance monitoring
  • Task delegation
  • Employee engagement
  • Teamwork and collaboration
  • Daily workflow improvement

Timeline

Team Lead

Westland Insurance
04.2023 - Current

Senior Insurance Advisor

Westland Insurance
10.2021 - Current

Insurance Advisor, Sales

Brokerlink
02.2013 - 10.2021

Account Manager

Innisfail Insurance Services
03.2009 - 02.2013

CIP Designation - Insurance

Alberta Insurance Institute

CAIB Designation -

Insurance Brokers Association

PC Support Specialist -

Academy of Learning

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Jade Dickie