Summary
Overview
Work History
Education
Skills
Timeline
Generic

Licinia Vaz

London,ON

Summary

Talented Insurance Broker bring 25 years experience, professionalism and expertise with in-depth policy and product knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Excited to obtain an Agent position within your organization.

Overview

34
34
years of professional experience

Work History

Personal Lines Insurance Broker

Western Financial Group
09.2022 - Current
  • Conducted annual reviews of existing policies to update information.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Training of new hires.
  • Assist 3 branches with overflow, renewal reviews, new business, mishandled files, customer complaints.
  • Conducted broker audits for work accuracy and procedures.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.

Personal Lines Insurance Broker

BrokerLink
10.2019 - 09.2022
  • Educated clients on insurance policies and procedures.
  • Promptly handled incoming client requests by telephone or email.
  • Provided exceptional customer service
  • Recommended type and amount of coverage based on analysis of customers' circumstances.
  • Sold auto, home, and other various insurance products to individuals, prepared applications for signature and uploaded to insurance company.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Analyzed customer needs to provide customized insurance solutions.
  • Monitored customer feedback and identified areas of improvement.
  • Used manuals and portals for 10+ insurance companies
  • Claims counseling and handling, served as liaison between insurance company and customer
  • Handled complaint calls and mishandled files
  • Trained New Hires

Personal Lines Sales / Customer Service Broker

Buckley Insurance (acquired by Brokerlink in 2019)
06.2018 - 10.2019
  • Prepared contracts and related documentation according to strict standards.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Answered inquiries and fulfilled quote requests to deliver excellent customer support.
  • Recorded supporting documentation for phone calls and written correspondence.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Fully completed insurance applications, and uploaded to insurance company.
  • Created and implemented strategic trading approaches.
  • Completed training programs to remain updated and further develop proficiency of important industry information.
  • Quickly responded to client inquiries by telephone and emails daily.

Personal Lines Insurance Broker

Arthur J. Gallager (AJG)
04.2016 - 06.2018
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Knowledge on reading manuals, keying on portals for 10+ insurance companies.
  • Quickly responding to client inquires by telephone or email on a daily basis
  • Assessing client needs by asking questions to ensure sufficient coverage and minimize company exposure.
  • Ability to accurately quote changes/new business with accuracy.
  • Preparing policy applications and uploading to insurance company.
  • Handle claim calls, submitting loss notices to company, and follow up with customers.
  • Renewal Reviews, explain and upsell coverages.


Personal Lines Service Broker

Robertson Hall Insurance
11.2004 - 06.2015
  • Responsible for my own book of business
  • Promptly answered all client inquiries by telephone or email or fax daily.
  • Responsible for completing all policy changes, quoting new business, remarkets, and renewal reviews.
  • Counseling customers on coverages, and assessing their needs.
  • Knowledge of product manuals and portals for 10+ companies.
  • Providing excellent customer service.
  • Handled claims inquiries, submitting loss notices to insurance company and following up with the customer.


Receptionist / Support Staff /Personal Lines Insurance Broker

May-McConville Insurance Brokers
06.1999 - 11.2004
  • Answered central telephone system and directed calls accordingly.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Corresponded with clients through email, telephone, or postal mail.
  • Responded to inquiries from callers seeking information.
  • Maintained confidentiality of information regarding clients and company.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Organized, maintained and updated information in computer databases.
  • Resolved customer problems and complaints.
  • Handled company deposit.
  • Sorted, received, and distributed mail correspondence between departments and personnel.
  • Reviewed incoming Endorsement vs broker request to ensure it was issued correctly.
  • Handled incoming customer calls and emails on a daily basis.
  • Handled my own book of business
  • Responsible for all policy changes, new business quotes, applications, remarkets, renewal reviews.
  • Handled claim calls, submitting loss notices, and followup with customer.

Office Manager / Travel Agent

Cedar Holidays
02.1998 - 05.1999
  • Supervised payments via credit and cheques and handled sensitive information with professionalism and discreteness.
  • Followed up with customers to increase customer service with travel plans.
  • Organized memorable and exquisite travel itineraries and vacations for high-level clients, celebrities, politicians, and business executives.
  • Developed loyal clientele base due to excellent listening and research skills and keen understanding of travel budgets.
  • Arranged travel accommodations for groups, couples, executives, and special needs clients.
  • Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
  • Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.
  • Opened and closed location daily.
  • Trained personnel on developing key skills.
  • Established team priorities, maintained schedules and monitored performance.

Travel Agent

Santos Travel Agency
04.1990 - 02.1998
  • Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
  • Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.
  • Arranged travel accommodations for groups, couples, executives, and special needs clients.
  • Updated and maintained customer databases to increase customer retention.
  • Followed up with customers to increase customer service with travel plans.
  • Organized memorable and exquisite travel itineraries and vacations for high-level clients, celebrities, politicians, and business executives.
  • Coordinated both international and domestic travel accommodations for customers, arranging for airfare, hotel and rental car reservations.
  • Developed loyal clientele base due to excellent listening and research skills and keen understanding of travel budgets.
  • Helped customers with passport and visa applications.
  • Asked open-ended questions to better ascertain client needs and determine best international travel offerings.
  • Assisted clients with flight changes and cancellations to minimize travel disruptions.
  • Maintained up-to-date knowledge of travel industry trends, regulations and best practices to better serve customers.

Education

RIBO Licence

Fanshawe College of Applied Arts And Technology
London, ON

Travel & Tourism

Westervelt College
London, ON

Skills

  • Knowledge of insurance products, company processes, manuals and portals for multiple insurance companies
  • Goal-Oriented
  • Developing and maintaining relationships with customers and company underwriters
  • Ability to multi task and prioritize workflow for maximum time management
  • Using listening skills to defuse and resolve situations or conflicts with upset customers
  • Created office renewal letters designed for customers to quickly confirm key information is accurate
  • Ability to work as an individual or in a team setting
  • Speak, read, and write English and Portuguese fluently
  • Training new hires and creating tools to help them in their role
  • Broker management systems I have used: Epic, SigXP, Agency Manager (TAM), Power broker
  • Trustworthy
  • Accurate data entry

Timeline

Personal Lines Insurance Broker

Western Financial Group
09.2022 - Current

Personal Lines Insurance Broker

BrokerLink
10.2019 - 09.2022

Personal Lines Sales / Customer Service Broker

Buckley Insurance (acquired by Brokerlink in 2019)
06.2018 - 10.2019

Personal Lines Insurance Broker

Arthur J. Gallager (AJG)
04.2016 - 06.2018

Personal Lines Service Broker

Robertson Hall Insurance
11.2004 - 06.2015

Receptionist / Support Staff /Personal Lines Insurance Broker

May-McConville Insurance Brokers
06.1999 - 11.2004

Office Manager / Travel Agent

Cedar Holidays
02.1998 - 05.1999

Travel Agent

Santos Travel Agency
04.1990 - 02.1998

RIBO Licence

Fanshawe College of Applied Arts And Technology

Travel & Tourism

Westervelt College

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Licinia Vaz