Overview
Work History
Education
Skills
Timeline
Generic

Josh Deocera

Vancouver,BC

Overview

2
2
years of professional experience

Work History

Licensed Insurance Advisor

Gold Key Insurance Ltd.
Vancouver, BC
08.2023 - Current
  • Worked collaboratively with other departments within the organization.
  • Provided guidance on financial planning services related to insurance products.
  • Analyzed customer data using software programs like Excel or Access database systems.
  • Monitored client accounts for payment discrepancies or lapses in coverage.
  • Advised customers on policy changes, renewals and cancellations.
  • Engaged customers and provided high level of service by carefully explaining details about documents.

Customer Experience Specialist

Air Canada
Vancouver, BC
03.2023 - 06.2023
  • Built sustainable relationships and trust with customer accounts through open interactive communication.
  • Delivered exceptional service to every customer through active engagement, effective listening and well-developed interpersonal skills.
  • Provided clients with assistance in preparing required travel documents and forms.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support in the premium lounge/check-in environments.

Insurance Agent

HUB International Insurance Brokers
Vancouver, BC
08.2022 - 11.2022
  • Made appointments with potential clients to discuss products.
  • Promoted client retention through high-quality service and follow-through.
  • Answered screened and processed customers daily in a call center environment with a call management system and web-based communications.
  • Presented and clearly explained insurance policy options based on the client's needs and goals.
  • Provided information and answered questions via personal meetings, telephone calls and email.
  • Policy Center, Epic System, Microsoft Office (Word, Excel, Outlook)

Wheel Technician

Western WheelCraft LTD
Vancouver, BC
01.2022 - 08.2022
  • Diagnosed and repaired rim issues.
  • Delivered customer service by answering inquiries and explaining wheel installation process.
  • Addressed customer questions or concerns to enhance customer satisfaction by communicating advanced mechanical information to non-mechanical people in easy-to-understand terms.
  • Calculated estimated repair costs and provided quotes to secure customer approval.
  • Invoicing receipts for customers

Education

Real Estate License

UBC Sauder
Vancouver, BC
12.2023

General Insurance License

Insurance Council BC
Vancouver, BC
11.2022

High School Diploma -

WheelCraftEric Hamber Secondary School
Vancouver, BC
06.2020

Skills

  • Proficient in: Database/Customer Account management systems, Microsoft Word, Excel, Outlook, Powerpoint, and SharePoint
  • Professional communication in English (written and verbal)
  • Prioritization and problem-solving
  • Organization and planning
  • Teamwork
  • Efficient and Detail-Oriented
  • Tech Savvy
  • 7 Years Customer Service/Client Facing

Timeline

Licensed Insurance Advisor

Gold Key Insurance Ltd.
08.2023 - Current

Customer Experience Specialist

Air Canada
03.2023 - 06.2023

Insurance Agent

HUB International Insurance Brokers
08.2022 - 11.2022

Wheel Technician

Western WheelCraft LTD
01.2022 - 08.2022

Real Estate License

UBC Sauder

General Insurance License

Insurance Council BC

High School Diploma -

WheelCraftEric Hamber Secondary School

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Josh Deocera