Overview
Work History
Education
Skills
Synopsis
Timeline
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Kristie Koch

Osoyoos,BC

Overview

2017
2017
years of professional experience

Work History

Insurance Broker

Johnston Meier Insurance
Surrey, British Columbia
03.2011 - 04.2016
  • Monitored the performance of existing accounts, including renewals and cancellations.
  • Reviewed policy documents for accuracy prior to issuing them to clients.
  • Processed claims in a timely manner according to company procedures.

Account Manager

Credit Bureau of Vancouver
Vancouver, British Columbia
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Reconciled expenses and financial records.
  • Reconciled bank statements and resolved discrepancies to ensure accurate financial reporting.

Education

Some College (No Degree) - CGA

Capilano University
North Vancouver

CGA

UBC
Vancouver, BC

Insurance

IBABC
Vancouver

Skills

  • Client support
  • Customer relations
  • Service excellence
  • Account management
  • Detail-oriented
  • Results-focused
  • Clear communication

Synopsis

I started my first career in Accounting, as I was naturally very good at it. Years later, it was decided that I would move my ambitions to the Insurance industry and work hand in hand with my father who was a real estate agent.  This transfer / change of career was to give more flexibility of time and ideally aid my family plans.

In the last 10 years, I have chosen to put all my focus on family.

I am gearing up for my last career and have chosen to be a real estate agent, like my father was.

I sincerely look forward to our communications.

Timeline

Insurance Broker

Johnston Meier Insurance
03.2011 - 04.2016

Account Manager

Credit Bureau of Vancouver

Some College (No Degree) - CGA

Capilano University

CGA

UBC

Insurance

IBABC

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Kristie Koch