Summary
Overview
Work History
Education
Skills
Timeline
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Josh Neufeld

Winkler,MB

Summary

Detail-oriented administrative professional with a Bachelor of Business Administration and almost ten years of experience working in fast paced office settings. Self-starter, able to work with minimal supervision and in a team environment. Motivated to learn, grow and excel in the next stage of my career.

Overview

10
10
years of professional experience

Work History

Insurance Advisor

Westland Insurance Group Ltd.
07.2021 - Current
  • Explain features, advantages and disadvantages of various policies to promote insurance sales.
  • Carry out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
  • Calculate premiums and established payment methods.


Licensed Insurance Broker

BSI Insurance Brokers Ltd.
10.2020 - 07.2021
  • Processed policy renewals, endorsements and cancellations.
  • Assisted farm and commercial producers with renewals and invoicing.
  • Sold auto, home, tenant and other various insurance products to individuals.

Field Administration

Valley Fiber Ltd.
07.2020 - 10.2020
  • Scheduled internet and TV installations for residential and commercial customers.
  • Managed installer inventory: tools, materials, etc.

Operations Administration

Scoular Canada
03.2019 - 06.2020
  • Purchased packaging material for Scoular facilities in Manitoba, Saskatchewan and Minnesota.
  • Maintained preventative maintenance program to ensure smooth facility operation.
  • Researched suppliers based on availability, quality, selection and price.
  • Maintained and reviewed purchase orders to track costing.

Licensed Insurance Broker

MIG Insurance Group Ltd
09.2013 - 03.2019
  • Sold auto, home and travel insurance policies tailored to meet the needs of each client.
  • Sold insurance policies for special events such as weddings, concerts and wedding socials.
  • Pursued continuing education and training programs to continue professional development.
  • Received multiple awards from management for outstanding customer service and teamwork

Education

Bachelor of Business Administration -

University of Winnipeg

Skills

  • Problem solving skills, help clients navigate difficult insurance situations
  • Excellent communication skills, both verbal and written
  • Able to prioritize workloads in order to meet deadlines
  • Strong computer skills, able to learn new programs and processes quickly

Timeline

Insurance Advisor

Westland Insurance Group Ltd.
07.2021 - Current

Licensed Insurance Broker

BSI Insurance Brokers Ltd.
10.2020 - 07.2021

Field Administration

Valley Fiber Ltd.
07.2020 - 10.2020

Operations Administration

Scoular Canada
03.2019 - 06.2020

Licensed Insurance Broker

MIG Insurance Group Ltd
09.2013 - 03.2019

Bachelor of Business Administration -

University of Winnipeg
Josh Neufeld