Keisha Theodore
New Westminster,BC
Summary
Proactive insurance broker with over 15 years of experience in sales strategy development and customer relationship management. Specializes in creating comprehensive insurance solutions, enhancing client retention, and navigating complex regulatory environments to drive business growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Insurance Broker
First Western Insurance Agency
Burnaby, BC
10.2008 - Current
Please see previous duties listed under Rand & Fowler Insurance
Insurance Broker
Rand & Fowler Insurance
Vancouver, BC
10.2008 - 02.2013
Evaluate clients needs to recommend appropriate insurance. Develop and maintain strong relationships with clients for ongoing support.
Prepar comprehensive insurance proposals, tailored to client specifications. Facilitate policy renewals and ensure timely communications of endorsements. Promote client retention through high-quality service and follow through. Maintain up-to-date knowledge of industry trends and regulations. Resolve customer inquires regarding policy changes and coverage needs. Ensure compliance with all applicable laws , regulations and policy stipulations. Manage policy renewals each year.
Push through objectives, persuading clients to purchase policy enhancements by applying advanced sales techniques.
Education
Fundamentals of General Insurance - Level 1 -
Simon Fraser University
Vancouver, British Columbia03-2008
Skills
- Risk Assessment and compliance
- Policy issuance and evaluation
- Premium financing solutions
- Sales strategy development
- Customer relationships management
- Customer follow-up strategies
- Client relations expertise
- Attention to detail
- Time management
Languages
English
Professional Working
Certification
- Licensed [Job Title] - [Timeframe]
Timeline
Insurance Broker
First Western Insurance Agency
10.2008 - Current
Insurance Broker
Rand & Fowler Insurance
10.2008 - 02.2013
Fundamentals of General Insurance - Level 1 -
Simon Fraser University