Karlie Anderson
Blaine Lake,Saskatchewan
Summary
Results-driven LakeView Insurance accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
Work History
Personal Lines Insurance Broker
Lakeview Insurance Brokers
08.2023 - Current
- Provided expert guidance on complex coverage issues, increasing client confidence in their insurance decisions.
- Improved policy retention rates through attentive service and regular touchpoints with clients.
- Implemented new CRM system to improve client communication and follow-up, leading to increased retention rates.
- Mentored junior brokers in sales techniques and industry best practices, enhancing overall team performance.
- Developed customized risk management strategies for high-net-worth clients to protect their assets effectively.
- Enhanced customer satisfaction by providing personalized insurance solutions tailored to individual needs.
- Conducted comprehensive policy reviews, identifying potential gaps in coverage and recommending appropriate solutions.
- Increased referral business by building strong relationships with financial advisors and real estate professionals.
Dairy Barn
Rayner Dairy
11.2022 - 01.2023
- Supported tournament operations, contributing to successful events through prompt delivery and collection of golf carts.
- Collaborated with pro shop staff to ensure seamless communication regarding golfer reservations and special requests.
- Promoted a positive guest experience with courteous interactions and attentiveness to player needs during their time at the facility.
- Ensured all safety guidelines were followed consistently by monitoring proper use of golf carts among players on the course grounds.
Farm Hand
Mark Anderson
03.2015 - 03.2021
- Assisted in the construction or repair of fences, barns, sheds, or other infrastructure necessary for successful farm operation.
- Loaded and unloaded farm supplies and materials and stored in correct barn location.
- Maintained and repaired fences, buildings and other farm structures as part of groundskeeping duties.
- Operated farm equipment such as tractors and trucks with extreme care and precision.
- Carried out daily farm tasks such as feeding animals, milking cows, and cleaning pens to ensure animal health and welfare.
- Operated various farm machinery including tractors, plows, and balers for efficient land cultivation and crop production.
Education
High School Diploma -
Hanley School
Hanley, SK06.2022
Skills
- Goal-Oriented
- Policy analysis
- Underwriting principles
- Claims Handling
- Customer Service
- Insurance sales
- Product Knowledge
- Customer Retention
- Customer Needs Assessment
- Quotes and sales
- Customer follow-up
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
- Achieved [Result] through effectively helping with [Task].
- Documented and resolved [Issue] which led to [Results].
Languages
English
Full Professional
Additional Information
I have a Class 5 license , no restriction, clean driving record
Qualified to drive skid steer, heavy duty equipment ie; farm equipment
Timeline
Personal Lines Insurance Broker
Lakeview Insurance Brokers
08.2023 - Current
Dairy Barn
Rayner Dairy
11.2022 - 01.2023
Farm Hand
Mark Anderson
03.2015 - 03.2021
High School Diploma -
Hanley School
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