Summary
Overview
Work History
Education
Skills
Languages
Certification
CAIB 1,2,3 personal lines insurance
Timeline
Generic

Lori Hildebrandt

Assiniboia,SK

Summary

At Western Financial Group, an adept Insurance Advisor leveraged insurance product knowledge and a goal-oriented mindset to enhance client satisfaction and revenue growth. Excelled in policy analysis and customer service, mentoring peers and establishing long-term client relationships. Achieved significant upselling by staying abreast of industry trends, underscoring a commitment to excellence and client trust.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Insurance Advisor

Western Financial Group
03.2010 - 09.2024
  • Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
  • Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
  • Established long-lasting relationships with clients through proactive communication and exceptional service.
  • Provided quotes and promoted products for building, contents and vehicle insurance.
  • Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
  • Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
  • Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
  • Managed a diverse portfolio of clients, consistently meeting individual needs while maximizing revenue growth.
  • Stayed up-to-date with industry trends and regulations, ensuring accurate and relevant advice provided to clients.

Waitress

Nash’s Restaurant
11.2022 - 02.2024
  • Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
  • Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
  • Maintained clean and welcoming dining environment, ensuring a positive guest experience.
  • Remained calm and poised when dealing with difficult customers or during busy shifts.
  • Used cash registers and credit card machines to cash out customers.

Education

Hair Dressing - Hair Dressing

Marvel Beauty School
Regina, SK
06.1996

Grade 12 - School

Limerick High School
Limerick, SK
06.1995

Skills

  • Insurance product knowledge
  • Goal-oriented mindset
  • Data Interpretation
  • Policy analysis
  • Customer Service
  • Policy Knowledge
  • Upselling
  • Policy Renewals
  • Licensed Insurance Agent

Languages

English
Professional Working

Certification

  • Ethics and Compliance Certification – Ethical Compliance Training Programs.
  • Licensed Insurance Agent/Broker - State Department of Insurance.

CAIB 1,2,3 personal lines insurance

Level 2 personal lines insurance

Timeline

Waitress

Nash’s Restaurant
11.2022 - 02.2024

Insurance Advisor

Western Financial Group
03.2010 - 09.2024

Hair Dressing - Hair Dressing

Marvel Beauty School

Grade 12 - School

Limerick High School

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Lori Hildebrandt