Lauren Young
Princeton,BC
Summary
Experienced Insurance Advisor with a track record of successfully managing high caseloads in fast-paced environments. Exceptional organizational skills, drive, and adaptability, with a proven ability to efficiently plan and solve problems. 10 years of valuable industry experience and a willingness to embrace any challenge that comes my way.
Overview
11
11
years of professional experience
Work History
Assistant Branch Manager/Senior Insurance Advisor
Westland Insurance
2017.09 - 2024.07
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Managed a comprehensive portfolio of business with an average annual premium of $4000.
- Mentored team members to enhance professional development and accountability in workplace.
Shipping and Receiving Clerk/Parts Delivery Driver
Lordco Parts
2013.12 - 2016.10
- Prepared and processed purchase orders, ensuring efficient transfer of freight and materials.
- Conducted counts and audits of inventories to identify and resolve discrepancies in records.
- Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
- Received incoming shipments, compared contents against associated records and transmitted to proper department.
- Processed invoices and order forms for goods received and shipped for proof of transactions.
- Communicated with vendors and suppliers to verify timely delivery of goods.
- Operated light trucks to deliver loads as far as 100km from home location.
Education
General Licence - Individual Level 2 -
Insurance Council of BC
Accounting Fundamentals -
Simply Training
01.2024
High School Diploma -
Mount Boucherie Secondary
West Kelowna, BC07.2011
Skills
- Training New Employees
- Computer proficiency
- Microsoft Office 365
- Adobe Acrobat
- Customer/Account Retention
- Sensitive Material Handling
- Billing and record-keeping
- Problem solving
- Relationship building and management
- Risk Management
- Operational Efficiency
- Office Administration
Timeline
Assistant Branch Manager/Senior Insurance Advisor
Westland Insurance
2017.09 - 2024.07
Shipping and Receiving Clerk/Parts Delivery Driver
Lordco Parts
2013.12 - 2016.10
General Licence - Individual Level 2 -
Insurance Council of BC
Accounting Fundamentals -
Simply Training
High School Diploma -
Mount Boucherie Secondary
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