Julia Burgess
Lindsay,Ontario
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional customer service skills. Proficient at working effectively unsupervised and quickly mastering new skills. Seeking opportunities to expand skills while facilitating company growth.
Overview
7
7
years of professional experience
Work History
Auto Claims Advisor
Allstate Insurance Company of Canada
Markham, ON
09.2022 - Current
- Responsible for assisting clients in all aspects of their claim from beginning to end, while discussing the best course of action based on their claim needs & offering support for escalations when they arise.
- Completed a thorough investigation on all claims to successfully support my liability decision. Including review of police reports, contacting witnesses & third party insurance companies.
- Researched relevant laws, regulations, legal decisions and determine appropriate course of action & to confirm if the claim meets the policy conditions.
- Maintained accurate records of all interactions with clients, repair shops, third party companies in a timely manner.
- Identified potential fraud within submitted claims using established protocols & refereed them to the correct department for further investigation.
- Collaborated closely with colleagues across different departments such as Underwriting & sales teams. Checked into questionable claims, identifying potential errors and omissions.
- Assisted management with the onboarding of new employees, through training & job shadowing.
Business Development Agent
Allstate Insurance Company of Canada
Oshawa, ON
01.2021 - 09.2022
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Analyzed customer needs and provided best options, upselling products and services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Tracked and analyzed weekly sales reports, implemented corrective action plans and streamlined sales operations.
- Conferred with advertising managers to develop and implement marketing plans.
- Acted as main point of contact in matters relating to client concerns and needs.
Sales Agent
AutoPlanet Durham
08.2019 - 12.2021
- Completed the Automotive Certification Course in automotive Law and Ethics
- Met incoming customers at door to guide through showroom and sales lot.
- Accompanied customers during test drives to explain valuable features and monitor safe return of vehicles.
- Managed sales negotiations and financing options.
- Finalized documentation for contracts, purchase receipts, vehicle registrations and dealer files.
- Educated customers about sales processes, warranty requirements and service standards.
- Contacted customers after sale to provide owed add-ons, encourage repeat business and request referrals.
General Manager
Verona Suits
03.2017 - 11.2020
- Managed inventory levels and conducted corrective action planning to minimize long-term costs.
- Created schedules and monitored payroll to remain within budget.
- Developed employee handbook, detailed job descriptions and workflow plans to formalize operational systems and procedures.
- Tracked monthly sales to generate reports for business development planning.
- Supervised receiving and stockroom activities to identify opportunities with inventory.
- Audited store operations, slashing inventory shrinkage and reducing cash discrepancies.
Education
Business Development Diploma
Durham College
01.2019
High School Diploma -
Eastdale Collegiate Vocational Institution
01.2017
Skills
- Customer Relationship Management
- Processing Payments
- Training & Development
- Data Management
- Critical Thinking
- Customer Service
- Friendly, Positive Attitude
- Familiar with Microsoft systems
- Conflict Resolution
- Best Practices Implementation
- Coverage Assessments
- Risk Management
- Allocating Claims
References
References available upon request.
Timeline
Auto Claims Advisor
Allstate Insurance Company of Canada
09.2022 - Current
Business Development Agent
Allstate Insurance Company of Canada
01.2021 - 09.2022
Sales Agent
AutoPlanet Durham
08.2019 - 12.2021
General Manager
Verona Suits
03.2017 - 11.2020
Business Development Diploma
Durham College
High School Diploma -
Eastdale Collegiate Vocational Institution
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