Keith Grose
Calgary,AB
Summary
Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 13-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Overview
15
15
years of professional experience
Work History
Senior Insurance Advisor
Westland Insurance Group
11.2016 - Current
- Enhanced client satisfaction by providing tailored insurance advice and personalized solutions.
- Streamlined the underwriting process for increased efficiency and quicker policy issuance.
- Conducted thorough risk assessments to recommend appropriate insurance coverage for optimal client protection.
- Delivered informative presentations on various insurance products, empowering clients to make informed decisions.
- Addressed complex claim situations with tact and diplomacy, ensuring fair resolutions for all parties involved.
- Stayed up-to-date on regulatory changes affecting the insurance industry, adjusting practices accordingly to ensure compliance.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Developed strong relationships with clients, leading to a high level of trust and long-term business growth.
Insurance Advisor
TD Insurance Meloche Monnex
03.2009 - 10.2015
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Streamlined policy renewals for clients, leading to improved retention rates.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Collaborated with underwriters to customize insurance policies for unique client needs, achieving higher sales numbers.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Maintained a high level of industry certifications and licenses, ensuring credibility and expertise when advising clients on insurance matters.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Responded to customer calls swiftly to resolve issues and answer questions.
Education
Aircraft Maintenance Engineer (AME-M)
S.A.I.T.
Calgary, ABHigh School Diploma -
John G Diefenbaker High School
Calgary, AB06.1997
Skills
- Excellent Communication
- Emotional Intelligence
- Comprehensive Regulatory Knowledge
- Continuous Learning Attitude
- Customer Service Excellence
- In-depth Product Knowledge
- Adaptability and Flexibility
- Strong Analytical Skills
- Client Relationship Management
- Advanced Underwriting Expertise
- Customer Needs Assessment
- Licensed Insurance Agent
Languages
English
Full Professional
Timeline
Senior Insurance Advisor
Westland Insurance Group
11.2016 - Current
Insurance Advisor
TD Insurance Meloche Monnex
03.2009 - 10.2015
Aircraft Maintenance Engineer (AME-M)
S.A.I.T.
High School Diploma -
John G Diefenbaker High School
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