Marcia Kozak
Summerland,BC
Summary
Proven Auto Insurance Advisor with a track record of fostering long-term client relationships and developing tailored financial plans at Johnston Meier Insurance Agencies. Skilled in strategic planning and critical thinking, Excel in enhancing customer retention and streamlining operations. Demonstrates exceptional research abilities and attention to detail, ensuring top-notch client engagement and satisfaction. Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
3
3
years of professional experience
Work History
Auto Insurance Advisor
Johnston Meier Insurance Agencies
2021.07 - 2023.10
- Built and maintained relationships with clients to provide ongoing support.
- Facilitated communication and collaboration between departments to help business function smoothly.
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Anticipated responses and prepared clear and articulate answers.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Collaborated with internal teams to develop comprehensive financial plans tailored to individual client needs.
- Promoted customer loyalty programs to increase customer retention and repeat purchases.
Temp Receptionist
Ellis Creek Kitchens
2021.02 - 2021.06
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Resolved customer problems and complaints.
- Handled cash transactions and maintained sales and payments records accurately.
- Responded to inquiries from callers seeking information.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Administrative Assistant to the Director
South Okanagan Brain Injury Society
2020.04 - 2020.09
- Increased efficiency in the workplace by organizing and maintaining an effective filing system for both physical and electronic documents.
- Managed incoming calls professionally, directing inquiries to appropriate personnel or providing relevant information as needed.
- Facilitated smooth operations within the department by acting as a liaison between employees at various organizational levels including executives, peers, subordinates, vendors, and clients alike.
- Expedited decision-making processes for time-sensitive matters by providing the director with well-researched data and pertinent information.
Education
Associate of Arts - Sociology And French
Okanagan University College
Kelowna, BCLevel 1 Broker - Insurance
Okanagan College
Penticton, BC04.2021
Skills
- Relationship Building
- Strategic Planning
- Presentations and public speaking
- Research abilities
- Client Engagement
- Critical Thinking
- Attention to Detail
- Problem-Solving
Languages
English
Native or Bilingual
Nature Walks
I enjoy being out in nature and enjoying the sunshine.
Additional Information
Working on certification for CAIB 2
Timeline
Auto Insurance Advisor
Johnston Meier Insurance Agencies
2021.07 - 2023.10
Temp Receptionist
Ellis Creek Kitchens
2021.02 - 2021.06
Administrative Assistant to the Director
South Okanagan Brain Injury Society
2020.04 - 2020.09
Associate of Arts - Sociology And French
Okanagan University College
Level 1 Broker - Insurance
Okanagan College
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