Lisa McIntyre
Vulcan,AB
Summary
Esteemed Insurance Agent with excellent communication and problem solving skills. Highly effective at juggling multiple responsibilities at once and providing friendly service. Insurance professional keen on delivering tailored insurance solutions and comprehensive risk assessments. Proven experience in guiding clients through policy options and claims processes, ensuring their understanding and satisfaction. Known for collaborative teamwork and consistently achieving client-focused results in dynamic environments.
Overview
23
23
years of professional experience
Work History
Insurance Advisor
Shearer Agencies
07.2022 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
- Calculated premiums and established payment methods for sales.
- Generated leads through cold-calling, networking and other outreach methods.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Conducted annual reviews of existing policies to update information.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
Insurance Advisor
Western Financial Group
Vulcan, AB
08.2017 - 07.2022
- 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.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Calculated premiums and established payment methods.
- Provided quotes and promoted products for various insurance products, including building, contents and vehicle insurance.
- Maintained high standards of customer service by building relationships with clients.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Upsold additional products and services after identifying customer needs and requirements.
- Obtained underwriting approval by completing application for coverage.
Journeyman Hair Stylist
The Hair Hut
Vulcan, AB
06.2002 - 07.2017
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion.
- Assessed customer hair texture, treatment history and desired outcome to identify appropriate services.
- Evaluated client needs and recommended treatments and strategy to achieve desired result, while maintaining hair health.
- Offered highly skilled and diverse salon services to customers, including cuts, color services and extensions.
- Answered phone calls daily to assess customer needs, schedule appointments and give advice about hairstyle and color options.
- Kept detailed records of customer information and services provided.
- Educated clients about products and self-maintenance for healthy hair based on needs and preferences.
- Built strong and lasting rapport with clients through consistent delivery of requested services and exceptional results.
- Supported reception efficiency by taking phone calls, inputting appointments and collecting payments.
- Kept work areas, tools and equipment clean and properly sanitized to minimize risk and cross-contamination.
Education
Level 2 General Insurance License - Personal Home, Auto, Travel, Commercial Auto
Alberta Insurance Institute
02.2024
Level One General Insurance License - Personal Home, Auto & Travel Insurance
Alberta Insurance Institute
09.2017
Journeyman's Certificate - Hairdressing
L.A. School of Hair Design
Lethbridge, AB11.1993
High School Diploma -
County Central High School
Vulcan, AB06.1992
Skills
- Property Insurance
- Auto Insurance
- Claims Reporting Systems
- Policy Renewals
- Client Needs Analysis
- Quotes and Sales
- Negotiation
- Account Management
- Knowledgeable in Epic, Microsoft Teams, Outlook, Applied Rating Services, BluePass, Contact,Vyne, RCT Express
- Multitasking Abilities
- Customer Consultation
- Relationship Building and Management
- Advanced Communication Skills
Detail-orientated
Personal Interests
* I am an active member in my local church and am on the music leadership team. My responsibilities as a music leader include choosing the music for the Sunday morning service I am assigned to, as well as being on stage leading the congregation in the musical component of the service.
* I enjoy singing and listening to most types of music. I have been singing publicly since I was 3 years old.
* I enjoy cooking and baking.
* I love to read.
Timeline
Insurance Advisor
Shearer Agencies
07.2022 - Current
Insurance Advisor
Western Financial Group
08.2017 - 07.2022
Journeyman Hair Stylist
The Hair Hut
06.2002 - 07.2017
Level 2 General Insurance License - Personal Home, Auto, Travel, Commercial Auto
Alberta Insurance Institute
Level One General Insurance License - Personal Home, Auto & Travel Insurance
Alberta Insurance Institute
Journeyman's Certificate - Hairdressing
L.A. School of Hair Design
High School Diploma -
County Central High School
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