Open To Work
Jason Harrison
Edmonton,Canada
Work Preference
Summary
Committed insurance professional with a decade of experience in insurance and finance. Expertise in developing tailored insurance solutions that consistently meet sales goals and enhance client satisfaction. Seeking a part-time opportunity in the sales industry with a focus on customer service and satisfaction.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Insurance Advisor
Alberta Motor Association
Edmonton, Canada
03.2020 - 03.2025
- Consistently meet/exceed sales and service goals
- Sold automobile, home, health, and other insurance products to clients, enhancing their coverage options
- Established client insurance coverage, calculated premiums, and determined payment methods to meet client needs
- Developed personalized insurance plans to meet client requirements effectively.
- Provide information concerning group and individual insurance packages
- Ensured all policy requirements were met to facilitate client coverage
- Monitored insurance claims and addressed client enquiries, ensuring timely resolutions and client satisfaction
Family Connector
The Family Centre
Edmonton, Canada
05.2019 - 01.2020
- Assess clients' relevant skill strengths and needs
- Assist clients to sort out options and develop plans of action while providing necessary support
- Refer clients to other social services or assist clients in locating and utilizing community resources
- Participate in the selection and admission of clients to appropriate programs
- Meet with clients to assess their progress, give support and discuss any difficulties or problems
- Provide crisis intervention and emergency shelter services
- Maintain contact with other social service agencies and health care providers involved with clients
- Facilitated communication between families and support services.
- Coordinated resources for family engagement programs.
Life Skills Coordinator
E4C
Edmonton, Canada
05.2018 - 05.2019
- Review client background information, interview clients to obtain case history and prepare intake
- Assess clients' relevant skill strengths and needs
- Assist clients to sort out options and develop plans of action while providing necessary support
- Refer clients to other social services or assist clients in locating and utilizing community resources
- Counsel clients living in group homes and halfway houses, supervise their activities and assist in prerelease and release planning
- Implement life skills workshops, substance abuse treatment programs, behaviour management programs, youth services programs and other community and social service programs under the supervision of social services or health care professionals
- Meet with clients to assess their progress, give support and discuss any difficulties or problems
- Assist in evaluating the effectiveness of treatment programs by tracking clients' behavioural changes and responses to interventions
- Provide crisis intervention and emergency shelter services
- Maintain contact with other social service agencies and health care providers involved with clients
Associate Consultant
IG Financial Services
Sherwood Park, Canada
12.2014 - 03.2017
- Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters
- Analyzed clients' financial records, set goals, and developed tailored financial strategies to align with client objectives.
- Advised clients on implementing financial plans, facilitating progress towards their financial goals.
- Sell health, life, and critical illness insurance to clients
- Ensure appropriate forms, medical examinations and other policy requirements are completed
- Delivered insights on group and individual insurance packages, enhancing clients' understanding for informed decision-making.
Insurance Advisor
Alberta Motor Association
Sherwood Park, Canada
12.2009 - 12.2014
- Guided clients through purchases of automobile, home, and health insurance policies, ensuring suitable coverage for their needs
- Delivered comprehensive information on group and individual insurance packages, aiding clients in informed decision-making
- Establish client insurance coverage, calculate premiums and establish method of payment
- Oversaw completion of necessary forms, medical examinations, and policy requirements, streamlining the onboarding process for clients
- Monitor insurance claims and respond to clients' enquiries
Education
Diploma - Criminal Justice
MacEwan University
Edmonton, Alberta, CA05-1996
Skills
- Risk assessment
- Customer relationship management
- Negotiation tactics
- Problem solving
- Hybrid sales
- Policy analysis
- Insurance management
- Communication skills
- Negotiation and upselling
- Lead generation
- Microsoft Office proficiency
Certification
- General Insurance Level 2
- Certified Standard First Aid
Affiliations
- Vinyl record enthusiast
- Volunteer - SPCA
- Minor football - Assistant Coach
Timeline
Insurance Advisor
Alberta Motor Association
03.2020 - 03.2025
Family Connector
The Family Centre
05.2019 - 01.2020
Life Skills Coordinator
E4C
05.2018 - 05.2019
Associate Consultant
IG Financial Services
12.2014 - 03.2017
Insurance Advisor
Alberta Motor Association
12.2009 - 12.2014
Diploma - Criminal Justice
MacEwan University