Julie Le
Edmonton,Alberta
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
10
10
years of professional experience
Work History
Iife insurance agent
AO- American Income life agent
01.2024 - Current
- Consult with clients and prospective clients to assess insurance needs, budget, financial planning goals and other relevant details
- Provide rate quotes and coverage recommendations; assists with long-term planning
- Assists with completion of application and other necessary paperwork; obtains underwriting approval
Accident Benefits Adjuster
Intact Insurance
03.2015 - 02.2024
- Analyze and interpret insurance policy wording to determine coverage
- Communicating with customers, claimants, lawyers and insurers to settle claims and report findings
- Conducting investigations and identify additional information such as medical examinations, customer medical examination, customer medical or employment history as required to clarify and or justify a claim.
Personal Auto Claims representative II
Intact Insurance
03.2014 - 12.2020
- Worked effectively in fast-moving work environments to process large volumes of vehicle claims
- Acted as subject matter expert, answering internal and external question and inquiries
- Interviewed policy holders to verify information and obtained additional details
- Assisted fellow co-workers with their desk management
Optometrist Assistant
Westmount Vision Care
05.2014 - 06.2014
- Maintained records, scheduled appointments, performed bookkeeping, correspondence
- Prepares patient with vision examination, assists in testing for near and far acuity, depth perception, color perception, and visual field, utlitizing ocular testing appartus
- Maintain inventory of materials
Education
Life Insurance License -
04.2024
Accident Sickness License -
04.2024
The Insurance Institute of Northern Alberta Edmonton, AB - C11: Principles And Practice of Insurance
04.2018
CDI College Edmonton, Alberta - Travel And Tourism
06.2004
Victoria Composite High School Edmonton, Alberta - High School Diploma
06.2000
Skills
- Computer skills: Proficient in Microsoft office suite ( Word, excel and PowerPoint )
- Customer service : Over 15 years of experience Highly skilled in providing exceptional customer service and resolving issues and handling difficult situations
- Adaptability : able to quickly adapt to new environments , cultures and situations
- Emotional intelligence
- Client Service
- Client Relationship Management
- Team training and development
References
upon request
Timeline
Iife insurance agent
AO- American Income life agent
01.2024 - Current
Accident Benefits Adjuster
Intact Insurance
03.2015 - 02.2024
Optometrist Assistant
Westmount Vision Care
05.2014 - 06.2014
Personal Auto Claims representative II
Intact Insurance
03.2014 - 12.2020
Life Insurance License -
Accident Sickness License -
The Insurance Institute of Northern Alberta Edmonton, AB - C11: Principles And Practice of Insurance
CDI College Edmonton, Alberta - Travel And Tourism
Victoria Composite High School Edmonton, Alberta - High School Diploma
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