Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Liane Fixter

Brantford,Ontario

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Account Manager

Stoneridge Insurance Brokers
01.2022 - Current
  • Provide new business and remarket quotes; process policy changes and applications in various company portals as needed.
  • Managed accounts to retain existing relationships and grow share of business.
  • Review renewals with customers and provide recommendations to ensure proper coverage.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Established and cultivated solid business relationships with new or existing customers.

Account Representative

Desjardins Insurance - Chris Shewchyk Insurance & Financial Services
06.2018 - 01.2022
  • Exceeded monthly sales targets.
  • Analyzed customer needs to provide customized insurance solutions.
  • Handled customer issues and inquiries, including billing, payments and claims.
  • Maintained detailed records of client interactions, policy changes, and claim statuses for seamless account management and reporting purposes.

Account Representative

Desjardins Insurance - Michelle Cooper Insurance & Financial Services Inc.
  • Quickly learned and adapted to new systems; managed customer accounts with efficiency, and recommended appropriate products during servicing calls; elected office champion to take part in new training programs and teach team members
  • Achieved sales promotion for auto production in a set timeframe
  • Contributed to exceeding regional office minimum fire and auto production goals in 2015 and 2016.

Education

Certificate - Culinary Arts

George Brown College
Toronto, Ontario
04.2009

Skills

  • Customer Service
  • Microsoft Office
  • Power Broker & Applied Rating System
  • Records Maintenance
  • Property and Casualty Insurance
  • Insurance product knowledge
  • Billing Inquiries
  • Customer Engagement
  • Policy Renewals
  • Quotes and sales

Certification

RIBO - November 2021

LLQP - October 2015

OTL - May 2015 - October 2021

Timeline

Account Manager

Stoneridge Insurance Brokers
01.2022 - Current

Account Representative

Desjardins Insurance - Chris Shewchyk Insurance & Financial Services
06.2018 - 01.2022

Account Representative

Desjardins Insurance - Michelle Cooper Insurance & Financial Services Inc.

Certificate - Culinary Arts

George Brown College

RIBO - November 2021

LLQP - October 2015

OTL - May 2015 - October 2021

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Liane Fixter