Summary
Overview
Work History
Education
Skills
Timeline
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Julia Wattenbarger

Fort McMurray,AB

Summary

Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty.

Overview

6
6
years of professional experience

Work History

Insurance Advisor

Brokerlink
08.2023 - Current
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Analyzed customer needs to provide customized insurance solutions.
  • Met with customers to provide information about available products and policies.

Insurance Advisor

Western Financial Group
01.2023 - 07.2023
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
  • Provided quotes and promoted products for building, contents and vehicle insurance.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.

Lead Reception Coordinator-Commercial Processor

Access Insurance Group
11.2021 - 01.2023
  • Utilized specialized software to process incoming claims, enter data and generate reports.
  • Managed workload and priorities to meet claims processing meet deadlines.
  • Complied with regulations and guidelines related to document processing to maintain quality and adherence to standards.
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.

Service Advisor

S&M Diesel And Mechanical
01.2021 - 12.2021
  • Reduced wait times with efficient coordination of service tasks among technicians.
  • Increased repeat business, establishing rapport and trust with customers through attentive listening and clear communication.
  • Educated customers regarding regular maintenance protocols to preserve vehicle condition.
  • Developed estimates by costing materials, supplies, and labor.

Health Care Aide

Royal Oak Village
03.2018 - 04.2021
  • Provided assistance in daily living activities by dressing, grooming, bathing, and toileting patients.
  • Maintained clean, safe, and well-organized patient environment.
  • Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
  • Kept accurate records of patients' care, condition, and progress.

Education

Certificate - General Level 2

Alberta Insurance Council
Red Deer, AB
06.2023

Certificate - General Level 1

Alberta Insurance Council
Red Deer, AB
12.2022

Certificate - Health Care Aide

Health Care Aide Academy
Red Deer
10.2018

High School Diploma -

Lindsay Thurber Comprehensive Highschool
Red Deer
05.2016

Skills

  • Excellent Communication Talents
  • Client Relationship-Building
  • Performance Improvement
  • Efficient & Detail Orientated
  • Collaborative Environments
  • Complaint Handling

Timeline

Insurance Advisor

Brokerlink
08.2023 - Current

Insurance Advisor

Western Financial Group
01.2023 - 07.2023

Lead Reception Coordinator-Commercial Processor

Access Insurance Group
11.2021 - 01.2023

Service Advisor

S&M Diesel And Mechanical
01.2021 - 12.2021

Health Care Aide

Royal Oak Village
03.2018 - 04.2021

Certificate - General Level 2

Alberta Insurance Council

Certificate - General Level 1

Alberta Insurance Council

Certificate - Health Care Aide

Health Care Aide Academy

High School Diploma -

Lindsay Thurber Comprehensive Highschool

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