Leah Winter
Nanton,AB
Summary
Dynamic professional seeking to excel in a challenging environment that promotes growth and development. Eager to leverage administrative and customer service expertise while embracing opportunities for skill enhancement. Committed to delivering exceptional support and contributing positively to team objectives. Passionate about creating efficient processes and ensuring outstanding client satisfaction.
Overview
13
13
years of professional experience
Work History
Personal Lines Processing Coordinator
Western Financial Group
09.2015 - Current
- Remote Position - Processing Personal Lines Insurance policies. Renewals, New, Endorsements, Cancellations, Reinstatements
- Ensure accurate data entry of all customer information, invoicing, and coverage selection
- Extreme attention to detail
- CPU Trainer to new employees
- Managed high-volume data entry tasks, resulting in accurate and timely updates to company records.
- Maintained strict compliance with industry regulations, adhering to best practices for data security and privacy protection.
- Mentored junior team members, fostering professional development and skills growth within the department.
Administrative Associate / Insurance Advisor
Western Financial Group
03.2013 - 09.2015
- Accept, quote and bind insurance within underwriting authority
- Processing, handling and maintaining client insurance files – New policies, Endorsements, Cancellations & Lapses
- Filing & updating Claim information
- Obtain expiry dates, referrals and new business to achieve monthly targets
- Accept and reconcile payments
- Accounts receivable
- Support team members and assist with administrative tasks as required
- Reception Back Up – daily cash activities, banking, courier, mail, scanning
- Daily customer service via telephone, email and in person
- Liaise between customers and external insurance companies
- Develop and maintain strong rapport with client groups and internal customers
- Ensure accurate data entry of all customer information, invoicing, and coverage selection
- Ensure follow up on all account’s receivables and non-sufficient funds to resolve outstanding activities
- Continue self development through industry and community involvement, training and other courses
- Extensive experience in EPIC, TAM, COMPUQUOTE, AUTO PLUS and Carrier Portals
Skills
- 25 years experience with customer service to potential, new and existing clients
- 12 years experience within the Personal Lines Insurance Industry – In office and from home
- 7 years experience in Oil & Gas Administration
- Intermediate administrative skills
- Strong oral and written communication
- Proficient in Microsoft Word, Excel and Outlook and Social Media outlets
- Well organized, committed to effective time management and work deadlines
- Quick to learn and able to adapt to changing situations
- Ability to operate independently
- Capable of setting clear priorities and acting on time sensitive issues
- Proven ability to maintain accuracy and attention to detail while in a sales environment
- Perceptive and responsive to the needs of others
- Effective team player, I work closely with co-workers to help develop his/her skills, as well as my own
- Experience in a Sales Culture environment
Timeline
Personal Lines Processing Coordinator
Western Financial Group
09.2015 - Current
Administrative Associate / Insurance Advisor
Western Financial Group
03.2013 - 09.2015