Lucas Biffart
White Rock,BC
Summary
Motivated Insurance Broker with a B.B.A. and real experience in commercial insurance. Eager to leverage strong sales experience, Excel proficiency, and client management skills to drive book growth and client satisfaction.
Overview
4
4
years of professional experience
Work History
Commercial Assistant
Janzen Insurance Brokers Ltd
Surrey, British Columbia
05.2023 - Current
- Managed ICBC transactions with accuracy and efficiency.
- Oversaw account management for all Fleet clients, ensuring their insurance needs were met promptly and effectively.
- Provided crucial back-end support for commercial renewals and policy changes, maintaining compliance with industry standards.
- Successfully handled small commercial renewals, demonstrating attention to detail and commitment to client satisfaction.
Salesperson
Fresh Air Kelowna
Kelowna, British Columbia
10.2020 - 04.2023
- Assisted customers in selecting appropriate products or services for their needs.
- Maintained accurate records of customer interactions and transactions.
- Provided personalized service to build relationships with customers.
Education
BBA - Marketing
Okanagan College
Kelowna, BC04-2023
High School Diploma -
Kelowna Christian School
Kelowna, BC06-2018
Insurance
CAIB 3/4 Courses Completed
Skills
Sales Experience: Proven ability to achieve sales in both functional and emotional sales industry
Excel Experience: Proficient in Excel for data analysis and reporting
Networking Ability: Skilled in building and maintaining strong professional relationships
Customer Service: Dedicated to delivering exceptional service and support
Patience and Stress Management: Ability to handle pressure situations calmly and effectively
Self-Motivated: Driven to succeed and take initiative
Work Ethic: Strong dedication to professional integrity and excellence
References
References available upon request.
Timeline
Commercial Assistant
Janzen Insurance Brokers Ltd
05.2023 - Current
Salesperson
Fresh Air Kelowna
10.2020 - 04.2023
BBA - Marketing
Okanagan College
High School Diploma -
Kelowna Christian School
Insurance
CAIB 3/4 Courses Completed
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