Results-driven Insurance Sales Specialist known for high productivity and efficient task completion. Excel in client relationship management, risk assessment, and policy customization to meet diverse needs. Strong communication skills, adaptability, and problem-solving abilities enable standout performance in fast-paced environments. Committed to leveraging negotiation skills and market knowledge to drive sales success and client satisfaction.
Overview
35
35
years of professional experience
8
8
years of post-secondary education
1
1
Certification
Work History
Insurance Sales Specialist
Western Financial Group
Cochrane
07.2019 - Current
Developed strong relationships with clients to understand their insurance needs.
Provided expert guidance on insurance products and coverage options available.
Conducted thorough assessments of client risk profiles to recommend tailored solutions.
Assisted clients with policy renewals and modifications for optimal coverage.
Collaborated with underwriters to ensure smooth policy issuance and adjustments.
Exceeded company sales goals for revenue targets.
Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
Fund Development Coordinator
Easter Seals Alberta – Camp Horizon
Bragg Creek
08.2009 - 07.2019
Coordinated fundraising events to support disability services at an inclusive camp.
Developed donor communications to enhance engagement and awareness of programs.
Managed grant applications to secure funding for operational initiatives and projects.
Collaborated with volunteers to organize activities that promote community involvement.
Maintained donor databases to ensure accurate record-keeping and follow-up processes.
Participated in strategic planning sessions to align fundraising goals with organizational mission.
Coordinated with external vendors to ensure timely delivery of goods or services related to fundraising efforts.
Maintained detailed records of all donations received from individuals, corporations, foundations, and government entities.
Researched potential corporate sponsors and identified opportunities for new funding sources.
Owner/Operator
Carlton House Traditions
Airdrie
08.2003 - 08.2014
Developed marketing strategies to promote products and attract customers.
Coordinated staff schedules to optimize workflow and customer service.
Designed engaging store layouts to improve shopping experiences for clients.
Managed daily operations of the business, including staff, sales, inventory, and accounting.
Established long-term relationships with customers by promoting great service and engagement skills and quickly resolving issues.
Human Resources and Industrial Relations Manager
Molsons
Regina
08.1990 - 08.1995
Developed industrial relations strategies to enhance workforce engagement and compliance.
Facilitated negotiations between management and labor unions to resolve collective agreements
Advised on grievance procedures to ensure fair treatment of employees.
Collaborated with cross-functional teams to align labor policies with business goals.
Education
Certificate of Administration - Human Resources Management
University of Regina
Regina, Saskatchewan
01.1990 - 08.1994
Industrial Relations Management - School of Industrial Relations Management
Queens University
08.1987 - 08.1988
CEBS - Benefits Administration
Humber College
Toronto
08.1985 - 08.1987
Skills
Policy underwriting
Insurance product knowledge
Claims processing
Customer retention
Client relationship management
Sales strategy development
Customer relationship management
Time management
Adaptability to change
Sales forecasting
Effective communication
Conflict resolution
Promotional sales events
Business development and planning
Marketing strategy
Sales strategy
Problem solving
Customer engagement
Team collaboration
Goal oriented
Team training and development
Customer service
Product knowledge
Interpersonal communication
Certification
Licensed Level 1 Insurance Advisor
Timeline
Insurance Sales Specialist
Western Financial Group
07.2019 - Current
Fund Development Coordinator
Easter Seals Alberta – Camp Horizon
08.2009 - 07.2019
Owner/Operator
Carlton House Traditions
08.2003 - 08.2014
Human Resources and Industrial Relations Manager
Molsons
08.1990 - 08.1995
Certificate of Administration - Human Resources Management
University of Regina
01.1990 - 08.1994
Industrial Relations Management - School of Industrial Relations Management
Wellness Service Practioner at Vecova Centre For Disability Services & ResearchWellness Service Practioner at Vecova Centre For Disability Services & Research