Jill Terheide
Edmonton,AB
Summary
I am a dynamic business owner and insurance professional with a proven track record at Canadian Direct Insurance, adept in relationship building and client service. I excelled in creating custom artwork and boosting customer satisfaction through innovative solutions and effective communication. I demonstrate strong organizational skills and teamwork, consistently exceeding sales targets and fostering client loyalty.
Overview
13
13
years of professional experience
Work History
Owner, President
Ruby & Dot Designs
02.2022 - 01.2024
- Designed custom artwork with textiles for clients, meeting their creative vision and ensuring satisfaction with the final product.
- Contributed to creative process through original ideas and inspiration.
- Consulted with clients to discuss commission ideas and style preferences to create mutually agreeable project parameters.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Direct Sales Supervisor
Canadian Direct Insurance
03.2013 - 08.2019
- Monitored call quality and provided individual constructive feedback to enhance performance and address areas in need of improvement.
- Trained team members on performance metrics and consumer behavior identification.
- Coached team members on the use or Errors and Omission coverage.
- Resolved escalated customer issues by implementing effective problem-solving strategies and providing efficient solutions.
- Conducted regular reviews of individual team member performance when handling escalated cases, offering constructive feedback and targeted coaching sessions for improvement areas identified.
- Achieved high-quality service levels by continuously monitoring calls and providing constructive feedback to agents.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Licensed Insurance Agent
Canadian Direct Insurance
06.2011 - 03.2013
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Educated customers on policy features, benefits, and options, allowing them to make informed decisions about their coverage.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Calculated quotes and educated potential clients on insurance options.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Education
No Degree - Licensing Exam
Real Estate Council of Alberta
Edmonton11-2024
No Degree - Level 1 & 2 Insurance License
Alberta Insurance Council
Edmonton07-2011
Skills
- Customer relations
- Relationship building
- Verbal and written communication
- Client service
- Strong organizational skills
- Excellent teamwork
- Highly professional
- Lead follow up
Languages
English
Full Professional
Timeline
Owner, President
Ruby & Dot Designs
02.2022 - 01.2024
Direct Sales Supervisor
Canadian Direct Insurance
03.2013 - 08.2019
Licensed Insurance Agent
Canadian Direct Insurance
06.2011 - 03.2013
No Degree - Licensing Exam
Real Estate Council of Alberta
No Degree - Level 1 & 2 Insurance License
Alberta Insurance Council
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