Lydianna Lima
Pitt Meadows,Canada
Summary
Confident Insurance Advisor with a strong work ethic and excellent business acumen. Client-focused and dedicated to tailoring insurance solutions that meet individual customer needs. A resourceful and versatile professional, skilled at building long-lasting relationships with clients and providing exceptional service. Committed to delivering customized coverage options while ensuring clients receive the highest level of support and value.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Insurance Advisor
BCAA
Coquitlam, BC
07.2024 - Current
- Educated clients on insurance policies and procedures.
- Perform greeting, opening and closing duties.
- In-person and over the phone customer service.
- Issue new and renew ICBC and Optional Auto Insurance policies, cancellations, OPVs, endorsements, plates and transfers.
- Issue new and renew membership transactions and products such as passport photos, international driving permits, maps and tour books.
- Issue new and renew travel insurance.
- Issue new and renew home insurance.
- First aid and safety representative.
- Host biweekly home huddles with home agents to discuss best practices.
- Level 2 license (CAIB 2 and 3).
Senior Insurance Advisor
BCAA
Vancouver
11.2021 - Current
- Perform greeting, opening and closing duties
- Process cash and cheque deposits, batching, inventory and reconciliation
- In-person and over the phone customer service
- Issue new and renew ICBC and Optional Auto Insurance policies, cancellations, OPVs, endorsements, plates and transfers
- Issue new and renew membership transactions and products such as passport photos, international driving permits, maps and tour books.
- Issue new and renew travel insurance
- Issue new and renew home insurance
- Member of the office’ Social Committee, helping with planning monthly events for the team
- Assigned Billing Center SME
- Level 2 license (CAIB 2 and 3).
Full-time Appointment Coordinator
Westminster Toyota – Service Department
New Westminster, BC, Canada
06.2020 - 11.2021
- Handled customer calls regarding appointment cycle and ensure all service appointments are scheduled when due
- Contacted customers to make them aware of outstanding recalls or campaigns and book the required appointments
- Monitored incoming e-mail appointments and book as necessary
- Coordinated Shuttle Driver
- Confirmed with customers about service appointments and reschedule missed appointments
- Filed accounting copies hard copies of repair orders
- Maintained visitor's register and ascertain it includes name, contact details, type of vehicles, in and out timings, purpose of visit, etc.
Part-time Receptionist
Westminster Toyota
New Westminster, BC, Canada
01.2020 - 06.2020
- Operated telephone switchboard to answer, screen, or forward calls, providing information and taking messages
- Greeted persons entering establishment, determine nature and purpose of visit, and directed or escorted them to specific destinations
- Maintained the inventory of new and used cars up to date and filled the hardcopies
- Collected, sorted, distributed, or prepared mail, messages, or courier deliveries
- Performed duties, such as taking care of the coffee area, to maintain lobby and reception area cleaned and organized.
Brazilian Portuguese proofreader and copyeditor (freelancer)
Universidade Veiga de Almeida
Rio de Janeiro, RJ, Brazil
01.2020 - 06.2020
- Proofread learning materials for the university's distance education courses
- Copyedited texts for spelling, punctuation, grammar, usage, in-house press style, clarity, conciseness, accuracy, and consistency
- Supervised and coordinated remotely a team of 8 freelancers by distributing materials for proofreading and evaluating their performance
- Handled multiple projects simultaneously and managed workflow against tight deadlines.
Education
Degree in Languages - Portuguese/French -
Universidade Federal do Rio de Janeiro – UFRJ
01.2013
Skills
- In-depth product knowledge
- Continuous learning attitude
- Strong analytical skills
- Proven sales experience
- Customer service
- Insurance sales
- Licensed insurance agent
- Product knowledge
- Customer retention
Languages
English
Full Professional
Portuguese
Native or Bilingual
French
Limited Working
Certification
- First Aid Certification
- Canadian Accredited Insurance Broker (CAIB) 2 and 3
Timeline
Senior Insurance Advisor
BCAA
07.2024 - Current
Senior Insurance Advisor
BCAA
11.2021 - Current
Full-time Appointment Coordinator
Westminster Toyota – Service Department
06.2020 - 11.2021
Part-time Receptionist
Westminster Toyota
01.2020 - 06.2020
Brazilian Portuguese proofreader and copyeditor (freelancer)
Universidade Veiga de Almeida
01.2020 - 06.2020
Degree in Languages - Portuguese/French -
Universidade Federal do Rio de Janeiro – UFRJ