Johanna Parton
Surrey,Canada
Summary
Personable and attentive with natural ability to build rapport and understand client needs, providing tailored advice to meet individual financial goals. Knowledge of insurance products and financial planning tools enhances ability to recommend appropriate solutions. Committed to helping clients secure their future and achieve peace of mind.
Overview
13
13
years of professional experience
Work History
Licensed Life Insurance Advisor
Specialty Life Inc
11.2022 - Current
- Maintaining professional work ethic and productivity remotely within a fast-paced call center environment
- Performing client needs analysis and providing recommendations for insurance products Term life insurance as well as AD&D and Critical Illness
- Completing continuing education credits to keep various provincial licenses current
- Issuing policies and handling administrative functions related to policies and commissions
- Maintaining client accounts and building lasting relationships
- Maintaining insurance licenses in BC, Alberta and Ontario
Licensed Travel Insurance Advisor
BestQuote Travel Insurance Inc
05.2019 - 02.2022
- Maintaining professional work ethic and productivity while working remotely from home office
- Providing expertise in over20 insurance products for Emergency Medical/Trip Cancellation & Interruption/Visitors to Canada/Super Visa/Expatriate/Student and Personal Health & Dental
- Completing continuing education credits to keep various provincial licenses current
- Issuing policies and handling administrative functions related to policies and commissions
- Maintaining client accounts and building lasting relationships
- Maintaining insurance licenses in BC, Alberta, Ontario and Nova Scotia
Licensed Group Insurance Advisor
GroupSimple (Div. of GroupHealth)
10.2019 - 02.2020
- Completed probationary training only
- Speak to key contacts to assess the business and employee needs for group benefits
- Learn about and understand the shortcomings or frustrations with existing group benefits plan
- Prepare presentation for client proposals
Licensed Insurance Advisor
Travel Guardian Insurance Ltd.
06.2016 - 10.2019
- Acting as sole advisor in Surrey office
- Providing expertise in over16 insurance products for Emergency Medical/Trip Cancellation/Interruption Insurance
- Completing continuing education credits to keep license current
- Maintaining client accounts and growing relationships
- Handling a book of business of over800k in sales
- Providing ongoing coaching and training to my administrative assistant
- Running office day to day and handling supply orders
Account Manager/Customer Service Representative/Switchboard Operator
A & A Contract Customs Brokers Ltd.
10.2011 - 03.2016
- Account Manager
- Managed100+ client accounts with revenue $10,000 - $15,000
- Researched and advised clients on Tariff, Duty Rates, Import requirements/procedures
- Reviewed accounts on up/down report for import volume and followed up with clients as needed
- Built relationship with clients by means of regular maintenance calls and sometimes visit
- Provided clients monthly, quarterly or yearly B3 Analysis reports for duties and taxes paid
- Investigated billing errors and issue credits
- Corresponded with other departments such as NAFTA, Duty Refunds, Parts, Highways Releases, Freight, Warehousing, Consulting to obtain information and/or resolve issues
- Offered other services to clients such as Freight/Warehousing/US Brokerage
- Actively sought new business opportunities or upsold opportunities for current clients
- Customer Service Representative
- Received all incoming Customer Service calls, assisted customers over the phone
- Responded to all Customer Service Inbox email inquiries
- Researched and advised clients on Tariff, Duty Rates, Import requirements/procedures
- Managed CCT (customer care team) accounts i.e.- reviewed import volumes, handled inquiries, provided B3 analysis reports
- Investigated billing errors and issue credits
- Corresponded with other departments such as NAFTA, Duty Refunds, Parts, Highways Releases, Freight, Warehousing, Consulting to obtain information and/or resolve issues
- Created email templates in Desk.com platform to create streamlined responses
- Created articles/resources for customer service internal knowledge base
- Switchboard Operator
- Received and directed all incoming calls for company (150+ employees/6 locations)
- Monitored queues and call flow
- Ran call reports through Ultra VNC Viewer and Cash+ Report software
- Created and maintained switchboard resources ie: A&A directory for training of5+ new hire switchboard operators and continued coaching
- Various tasks from other departments such as faxing/scanning/filing/data
Education
LLQP Life & Accident & Sickness Insurance License -
Insurance Council of British Columbia
12.2024
Introduction to Canada Customs and Border Procedures
Canadian Society of Customs Brokers
09.2015
Interior Design
Vancouver Community College
12.2014
Dogwood Diploma - undefined
Earl Marriott Secondary
01.2009
Skills
- Leadership qualities
- Social media marketing
- Policy customization
- Brand building
- Prospecting clients
- Needs analysis
- Insurance sales expertise
- Building relationships
- Performance tracking
- Lead prospecting
- Upselling strategies
- Team training and development
Extra-Curricular
A & A Contract Customs Brokers ‘Social Team Committee’ (2015 –2016) Alzheimer Society of BC/Walk for Alzheimer’s Planning Committee (2015 -2016) Toastmasters International – Evening Edition Club Member (2015)
Languages
English
Native or Bilingual
French
Professional Working
Timeline
Licensed Life Insurance Advisor
Specialty Life Inc
11.2022 - Current
Licensed Group Insurance Advisor
GroupSimple (Div. of GroupHealth)
10.2019 - 02.2020
Licensed Travel Insurance Advisor
BestQuote Travel Insurance Inc
05.2019 - 02.2022
Licensed Insurance Advisor
Travel Guardian Insurance Ltd.
06.2016 - 10.2019
Account Manager/Customer Service Representative/Switchboard Operator
A & A Contract Customs Brokers Ltd.
10.2011 - 03.2016
Introduction to Canada Customs and Border Procedures
Canadian Society of Customs Brokers
Interior Design
Vancouver Community College
Dogwood Diploma - undefined
Earl Marriott Secondary
LLQP Life & Accident & Sickness Insurance License -
Insurance Council of British Columbia
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