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
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
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
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
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
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
- First Aid Certification
- Canadian Accredited Insurance Broker (CAIB) 2 and 3
Degree in Languages - Portuguese/French -
Universidade Federal do Rio de Janeiro – UFRJ
Similar Profiles
Kaveri AroraKaveri Arora
Insurance Advisor at BCAAInsurance Advisor at BCAA
Gurneet RaiGurneet Rai
Corporate Accountant I at BCAACorporate Accountant I at BCAA
Humera Habeeb HasanHumera Habeeb Hasan
Insurance Advisor at BCAAInsurance Advisor at BCAA