Joy Phung
Toronto
Summary
A graduated university student majoring in Economics and Management. With 2 years experienced as an insurance advisor, specializing in Auto Insurance, Travel Health and Personal Lines ; customer service representative and office administrator. An enthusiastic, detailed-oriented, courteous and collaborative team member who is a quick-learner. Having good time management and multitasking.
Overview
2
2
years of professional experience
Work History
Insurance Advisor/ Licensed Insurance Broker
Nation West Insurance
06.2022 - Current
- Analyzing client's risk and exposures, providing quotes, options and solutions for their consideration in auto insurance, travel health and personal lines through multiple insurer portals
- For example: Intact Insurance Portal, BluePass by Wawanesa Mutual Insurance, Manitoba Public Insurance, CAA, GMS and Allianz Global Insurance
- Issuing new policies, updating plan changes as requests by client via email, phone calls, in-person
- Reviewing new customer set up and business applications, preparing enrolment packages, communicate with underwriters and following up with clients to obtain missing information
- Inputting customer data utilizing Excel and other software systems such as Power Broker to generate comprehensive reports for the company
- Following up on all client accounts to resolve outstanding activities.
Education
Insurance Broker level 1 -
Insurance Council of Manitoba
Bachelor in Economics and Management -
University of Manitoba Winnipeg
Winnipeg, MB06.2021
Skills
- Visual learner
- Data Analysis
- Good organizational skills
- Ability to Multitask
- Data Collection
- Analytics
- Data Entry
- Presentation Skills
- Microsoft Excel
- Microsoft Powerpoint
- Sales
Languages
English
Vietnamese
Timeline
Insurance Advisor/ Licensed Insurance Broker
Nation West Insurance
06.2022 - Current
Insurance Broker level 1 -
Insurance Council of Manitoba
Bachelor in Economics and Management -
University of Manitoba Winnipeg
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