JUDY LEE
Coquitlam,BC
Summary
Accountable Insurance Representative with 18 years' experience seeking to secure a Remote Virtual Assistant Position.
Relevant Skills
Account management
Customer Service Support
Outgoing and Incoming Calls
Verbal and Written Communication
Data Entry & Data Gathering
Google Researching
Multitasking and Prioritization
Business Documentation
Sales Experience
Creative and Critical Thinking
Overview
10
10
years of professional experience
Work History
Senior Insurance Advisor
Westland Insurance
Port Coquitlam, BC
05.2016 - 01.2022
- Sold marine, home, auto, private auto, rv, motorcycle, and niche products through Westland and through external markets
- Responded to customer calls and swiftly resolved issues
- Managed, renewed, processes renewals, and collected premiums
- Had a proven track record in retaining 95% of book of accounts
- Processed claim calls over the telephone and followed up with clients
- Cross sold other lines of business such as Commercial LInes and or Life Insurance.
Insurance Agent
Macnaughton & Ward Insurance
, Surrey
05.2014 - 05.2016
- Managed over 900 personal lines accounts and provided back up auto relief for walk-ins
- Conducted ongoing reviews of existing policies to review and update information
- Collected premiums on or before effective date of coverage
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
- Maintained 95% retention of personal accounts.
Insurance Agent
Brunette Insurance
Coquitlam, BC
04.2012 - 05.2014
- Sold auto, home, and travel insurance to clients via walk ins, telephone, and email
- Reviewed policies and make outbound calls to reviews coverages
- Cross sold products as necessary
- Collected premiums to reconcile accounts.
Education
High School Diploma - undefined
Timeline
Senior Insurance Advisor
Westland Insurance
05.2016 - 01.2022
Insurance Agent
Macnaughton & Ward Insurance
05.2014 - 05.2016
Insurance Agent
Brunette Insurance
04.2012 - 05.2014
High School Diploma - undefined
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