Lani Walburger
Magrath,AB
Summary
LICENSED INSURANCE PROFESSIONAL - Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Advisor Level 3
AMA Insurance Agency
05.2008 - Current
- Performs initial risk analysis using technology for quoting, negotiating, and approving acceptance of risk.
- Maintains accurate records of decisions made and maintains completeness of policy data.
- Communicates decisions and respond to requests promptly and in professional manner.
- Assists with interpretation of wordings, rating procedures, policies and regulations.
- Efficiently handles all work assignments and other duties and effectively works toward team goals.
- Exhibits superior leadership, time management, and critical thinking skills.
Coach and Supervisor
AMA Insurance
01.2021 - 06.2022
- Established appropriate performance plans to reach and exceed company goals, service levels, and client expectations and to improve knowledge, customer service, and sales
- Actively mentors and guides onboarding of new staff to roles and responsibilities for efficient assimilation
- Calmly manages escalated customer issues while balancing company and client needs
- Develops educational material and tracking for onboarding staggered entry of new hires
Education
Bachelor of Arts - Music
University of Lethbridge
Lethbridge, ABSkills
- Actively pursuing Property and Casualty Industry Designation
- Proficient with Microsoft Office Suite
- Reviews information carefully and completely with meticulous attention to detail
- Meticulous Data Entry
- Strong analytical and problem solving skills with ability to provide justification
- Solid customer service skills
- Effective communication skills with ability to present information in convincing manner
- Strong decision making skills with ability to provide justification
- Prioritizes daily work with ability to multi-task
Certification
- General Insurance Agent Certificate of Authority - Level 2
- Accident And Sickness Certificate of Authority
Timeline
Coach and Supervisor
AMA Insurance
01.2021 - 06.2022
Insurance Advisor Level 3
AMA Insurance Agency
05.2008 - Current
Bachelor of Arts - Music
University of Lethbridge
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