Open To Work
Janet Carefoot
Maple Ridge,BC
Summary
Dynamic and personable Level 1 Customer Sales Representative with over 20 years of experience in the insurance industry, specializing in understanding customer needs and delivering tailored product and service solutions. Proven track record of building customer trust and providing exceptional follow-up, which has led to increased repeat and referral business. Extensive expertise in Autoplan, with proficiency in handling all ICBC transactions, including transfers, new plates, renewals, out-of-province and country transfers, estate transfers, as well as garage, fleet, and commercial vehicle transactions. Committed to enhancing customer satisfaction through effective communication and a comprehensive understanding of industry regulations.
Overview
20
20
years of professional experience
Work History
Customer Service Representative
Waypoint Insurance
10.2021 - 10.2025
- ICBC transactions Transfers OOP Transfers, New, Change, Special coverage, Top’s quotes, inquiries
- Batching,inventory,
- Private insurance for Intact, Family Solutions, Aviva, Hagerty, Beacon, Oasis Got Toys, Premier Marine
- Tugo travel medical
- Renewal calls for auto, renewal letters, Invoicing
- Epic Insurance Software
- Private Client Service administration for personal lines team
Administration & Customer Service Representative
Hub International
05.2017 - 09.2021
- ICBC BCP Transactions and Regular Transactions, Autolink
- Formstack for Email Signing
- ICBC Inventory, Batching, Deposits, Dealer Billing
- Epic Insurance Software
- Reconcile all payments for Home and Auto Clients.
- Private auto included Stratford and Family Insurance
- Aviva Colwood Replacement
- Created clients and Invoice
Customer Service Representative
Mary Ann Meegan Insurance Agencies
11.2005 - 04.2017
- Provided customers with insurance needs ranging from autoplan, travel, personal lines for renewals, endorsements and cancellations.
- ICBC transactions, batching and inventory
- Invoicing,quote proposals, binders, processing payments,phone inquiry's
- Managed customer accounts using Epic software to maintain accurate records and notes.
- Trained new staff on customer service protocols and insurance portals.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Education
Insurance Fundamentals - Business Administration Course
Monashee Business College
New Westminster, BCSkills
- Active listening
- Critical thinking
- Relationship building
- Computer proficiency
- Professional telephone demeanor
- Product knowledge
- Administrative support
- Customer relations
- Recordkeeping strengths
Work Preference
Work Type
Full TimeLocation Preference
On-SiteTimeline
Customer Service Representative
Waypoint Insurance
10.2021 - 10.2025
Administration & Customer Service Representative
Hub International
05.2017 - 09.2021
Customer Service Representative
Mary Ann Meegan Insurance Agencies
11.2005 - 04.2017
Insurance Fundamentals - Business Administration Course
Monashee Business College
Hobbies and Interests
Cooking
Gardening
Board Games