Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jennifer Wells

Red Deer

Summary

Proven Customer Service Representative at CMB Insurance Brokers, adept in client support and efficient data management. Excelled in enhancing customer satisfaction and streamlining processes, contributing to sales growth and managing over 50 key accounts. Skilled in engaged listening and claims administration, showcasing effective team collaboration and a keen attention to detail.

Overview

10
10
years of professional experience

Work History

Customer Service Representative

CMB Insurance Brokers
01.2022 - Current

- Respond to and address all client inquiries and requests in a timely manner.

- Issue Certificates/pink cards for the clients for renewals

- Assist the Sales Team in the collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage;

- Maintain, update, and organize all data - electronic & paper filing systems utilized by the department/organization;

utilize the Agency Manager, Excel, Word, ISNet World programs; Complyworks

- Coverage review checklists must be performed on an annual bases

- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.

- Contributed to sales growth by upselling products and services based on individual customer requirements.

- Assisted on remarketing and completing bottom 20-60 clients.

- Obtained and serviced over 50 Orange Theory Studio insurance polices across Canada

Warranty Advisor

Go RV
04.2015 - 12.2021
  • Identified trends in product issues, providing valuable insights for design improvements and reducing future warranty concerns.
  • Collaborated with cross-functional teams to improve product quality and reduce warranty costs.
  • Streamlined the warranty process for faster claim resolution and better customer experience.
  • Enhanced customer satisfaction by resolving warranty claims efficiently and effectively.
  • Managed a high volume of daily claims, prioritizing tasks according to urgency while maintaining attention to detail.
  • Served as the primary point of contact for customers experiencing product issues, delivering exceptional service throughout the entire warranty process.

Education

No Degree - Insurance

PDTC - Insurance Industry Training
Edmonton
05-2024

No Degree - Insurance

PDTC - Insurance Industry Training
Edmonton, AB
01-2022

Skills

  • Client Support
  • Engaged Listening Skills
  • Efficient Data Management
  • Client Relationship Management
  • Claims Administration
  • Effective Team Collaboration
  • Computer proficiency
  • Effective Time Management
  • Attention to detail

Timeline

Customer Service Representative

CMB Insurance Brokers
01.2022 - Current

Warranty Advisor

Go RV
04.2015 - 12.2021

No Degree - Insurance

PDTC - Insurance Industry Training

No Degree - Insurance

PDTC - Insurance Industry Training
Jennifer Wells