Kelly Isaak
Lethbridge,AB
Summary
Dynamic Insurance Representative with Desjardins Insurance, adept at resolving escalated customer issues and enhancing client relationships. Proven track record in optimizing cross-selling strategies, driving revenue growth, and maintaining detailed claims records. Skilled in customer service and data entry, demonstrating resilience under pressure while fostering long-term partnerships.
Overview
1
1
Certification
Work History
Insurance Representative
Desjardins Insurance
- Resolved escalated customer issues promptly and professionally, restoring confidence in our services while preserving brand
- Implemented strategies to optimize cross-selling opportunities among existing customers, driving revenue growth.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Developed strong relationships with clients through proactive communication and follow-ups, fostering trust and long-term business partnerships.
- Kept detailed records on individual insurance claims and incorporated into detailed client files.
- Attended seminars, meetings and educational programs to stay abreast of evolving needs of insurance industry and client base.
Education
General Level One
Skills
- Quotes and sales
- Customer follow-up
- Client needs analysis
- Goal-oriented mindset
- Data entry
- Resilience under pressure
- Policy renewals
- Claims reporting Systems
- Customer Service
Languages
English
Full Professional
Certification
General Level 1
Auto Insurance
Property Insurance
Life & Critical Illness
Health Insurance
Timeline
Insurance Representative
Desjardins Insurance
General Level One