Kelly Nelson
Fort Saskatchewan
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
22
22
years of professional experience
Work History
Senior Insurance Advisor
Westland Insurance Formally Smith Insurance
10.2024 - Current
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Followed up promptly with interested clients to close sales.
New Business Specialist
Smith Insurance Service
11.2010 - 10.2024
- Tracked application status throughout review process.
- Prospected and contacted leads to maintain consistent flow of conversion opportunities.
- Evaluated customer needs and feedback to drive product and service improvements.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Negotiated contracts with clients to establish best coverage with lowest cost.
Insurance Customer Service Representative
Mclean and Shaw Insurance
03.2007 - 07.2009
- Responded to customer requests for products, services, and company information.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Liaised with insurance carriers to resolve billing errors and discrepancies.
Insurance Customer Service Representative
VB Insurance
01.2005 - 03.2007
- Responded to customer requests for products, services, and company information.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Set up customer payment plans to cover annual policies and renewals.
Administrative Assistant
Legal Aid
04.2004 - 12.2004
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained inventory of office supplies and placed orders.
- Entered information for staff to get appropriate lawyer for client.
- Listened to client gave a sympathetic ear when client needed to vent before we could assign a lawyer to them.
Receptionist Administrator (Mat-Leave Coverage)
City of Edmonton Law Branch
02.2003 - 03.2004
- Answered incoming calls, directing clients to individuals addressing specific needs.
- Handled complaints and questions, and re-directed calls to other team members.
- Took delivery of packages and documents
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Handled Claims issues for City of Edmonton and sent them to the Claims department.
Education
Level 2 Insurance License -
ICBC
Edmonton01-2005
Computer Technology A+ Certified -
Career College
Edmonton, AB01-2001
High School Diploma -
Fort Saskatchewan High School
Fort Saskatchewan, AB06-2000
Skills
- Strong analytical skills
- Strategic planning
- Conflict resolution techniques
- Meticulous attention to detail
- Insurance sales strategy
- Appointment management
- Customer service
- Computer skills
- Self-starter
- Critical thinking
- Microsoft office
- Customer and client relations
Languages
English
Timeline
Senior Insurance Advisor
Westland Insurance Formally Smith Insurance
10.2024 - Current
New Business Specialist
Smith Insurance Service
11.2010 - 10.2024
Insurance Customer Service Representative
Mclean and Shaw Insurance
03.2007 - 07.2009
Insurance Customer Service Representative
VB Insurance
01.2005 - 03.2007
Administrative Assistant
Legal Aid
04.2004 - 12.2004
Receptionist Administrator (Mat-Leave Coverage)
City of Edmonton Law Branch
02.2003 - 03.2004
Level 2 Insurance License -
ICBC
Computer Technology A+ Certified -
Career College
High School Diploma -
Fort Saskatchewan High School
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