Gail Fischer
Penhold
Summary
Experienced with building relationships, community orientated, friendly and professional manner with clients. Highly skilled and organized with ability to manage. Driven and comfortably assume responsibility.
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective in multitasking multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Co-operators Insurance
09.2024 - Current
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
Inside Service Agent
Allstate Insurance
02.2024 - 09.2024
- Respond to customer inquiries about their policies in a professional manner
- Customer service extraordinaire
- Be knowledgeable of all Allstate policies and procedures in provinces Allstate does business in
- Handle billing calls, update billing information, process payments, issue renewals, assist in reinstatements
- Promote Allstate features and benefits as part of ongoing portfolio reviews
- Manage policy renewal process and client inquiries to process policy changes
- Provide proof of insurance and experience letters
- Assist management where required
- Promote client loyalty through attention to detail and relationship building during policy renewal and updates
- Meet and exceed key performance and attendance metrics
- Ongoing training
- Knowledge with compliance, privacy laws, policies and procedures
Licensed Agency Assistant
Allstate Insurance
06.2023 - 02.2024
- Responsible for maintaining office
- Customer service extraordinaire
- Distribution of mail
- Handle billing calls, update billing information, issue renewals, assist in reinstatements
- Service walk in customers
- Follow up with policyholder in regards to Allstates policies
- Provide proof of insurance and experience letters
- Assist agency managers as needed
Support Coordinator
ETHOS Career Management
- 04.2023
- Manage DocuSign consent and income documents to eligible participants
- Ensure financial files include relevant documents
- Create purchase orders / Accounts Payable
- Order supports as required
- Handle multiple tracking spreadsheets
- Handle Participants enquires
- Assist with participants stipend bi-weekly payments and update payment schedule
- Balance month-end operating expenses
- Book Application and Onboarding appointments as required
- Month end reporting
- Verify rationales and submit to manager for approval
- Oversee wage subsidy
- Outreach to various community groups
- Support Finance Manger as required
- Conduct potential participants pre-assessments
- Analyze data
- Records Management
- Working knowledge of Federal Government contract
Administrative Coordinator
Nutrien Ag Solutions
10.2021 - 09.2022
- Complete Bills of Lading, release forms and all other documentation required for product shipment;
- Schedule trucks in for loading of fertilizer
- Working knowledge with SAP software, Microsoft Teams, SharePoint
- Record all visitors in for security and emergency procedures
- Monitor and record terminal deliveries
- Asist in recording and tracking rail and truck receipts
- Assist in ordering parts as required
- Review all CP Rail invoicing for accuracy, enter disputes as required
- Knowledge of Chromeriver Expense Reporting and VIM Accounts Payable
- Responsible for receiving, storing and shipping fertilizer product
- Maintain office supplies
- Perform month end related duties as required
- Records Management
- Set up vendors as required
Product Support Coordinator
AgWest (Toromont) MB
12.2018 - 01.2021
- Issue purchase orders and ensure vendor invoices are received
- Opening/closing service work orders
- Prepare Payroll; Service Invoices and Service Reports
- Assist customers where required
- Prepare work orders for warranty claims
- Assist service supervisor in various administrative tasks; oversee service department when service supervisor was on holidays
- Co-Chair for the Health & Safety Committee; Knowledge of Toromont Health and Safety applications and software
- Offer support to other branches as required
- Complete vendor set up forms
- Assist with inventory counts and location of equipment
- Assist sales personnel as required
Education
Grade 12 -
Neepawa Area Collegiate
General Business Certificate - undefined
Assiniboine Community College
01.2002
Skills
- Goal-oriented mindset
- Data interpretation
- Policy analysis
- Claims administration
- Underwriting principles
- Customer service
- Client needs analysis
- Email marketing
Certification
- New Brunswick Level 1 General Insurance License - 2024
- Nova Scotia Level 1 General Insurance License - 2024
- Ontario Level 1 General Insurance License - 2024
- Alberta Level 1 General Insurance License - 2023
- Mental Health-Signs, Symptoms and Solutions Certificate - 2021
- Mental Health-Psychologically Healthy Workplaces Certificate - 2021
- Covid 19-Best Practices for a Safe Workplace Certificate - 2020
- Pandemic Planning Certificate - 2020
- Safe Work Manitoba Hazard ID and Risk Control Certificate - 2018
- Safe Work Manitoba Committee Basics Certificate - 2019
- Condo 101 and Condo 102, Sunreal Property Management, AB - 2014 and 2015
- Suicide Intervention Training - 2002
Timeline
Insurance Advisor
Co-operators Insurance
09.2024 - Current
Inside Service Agent
Allstate Insurance
02.2024 - 09.2024
Licensed Agency Assistant
Allstate Insurance
06.2023 - 02.2024
Administrative Coordinator
Nutrien Ag Solutions
10.2021 - 09.2022
Product Support Coordinator
AgWest (Toromont) MB
12.2018 - 01.2021
Support Coordinator
ETHOS Career Management
- 04.2023
General Business Certificate - undefined
Assiniboine Community College
Grade 12 -
Neepawa Area Collegiate
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