Summary
Overview
Work History
Education
Skills
Timeline
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Maryanne McFarlane

Grand Bay-Westfield,NB

Summary

Experienced and highly skilled CAIB 4 Insurance Broker with 12 years of expertise in personal lines insurance. Demonstrated success in delivering exceptional customer service, managing client accounts, and providing tailored insurance solutions. Adept at contributing to team projects, ensuring compliance with industry regulations, and delivering results in a fast-paced environment.

Overview

12
12
years of professional experience

Work History

CAIB 4 Broker

BrokerLink
08.2022 - Current
  • Specialize in personal lines insurance, offering customized coverage solutions to meet individual client needs.
  • Foster strong client relationships through effective communication and thorough understanding of insurance products.
  • Process payments for policies and premiums from clients, ensuring accurate records and timely updates.
  • Ensure compliance with provincial regulations while processing claims, renewals, and endorsements.
  • Utilize strong problem-solving skills to address client concerns, resulting in high retention rates.

Level 2 Insurance Broker

McTague Insurance
01.2018 - 08.2022


  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Calculated quotes and educated potential clients on insurance options.
  • Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.

CSR

Harrigan Insurance Agency Ltd.
02.2012 - 08.2013
  • Greet Clients and callers in a friendly and professional manner
  • Assist new clients through quoting process and writing new business for Personal Lines Auto and Property
  • Provide superior customer service to existing clients
  • Review policy renewals and policy endorsements to mitigate potential errors and to identify potential cross selling opportunities
  • Collect account premium and follow up on outstanding balances
  • Maintain record of all client activity.

Education

CAIB 4 Insurance Broker - Insurance And Risk Management

IBANB
Fredericton, NB
11.2014

Skills

  • Works well in a faced paced, multi-faceted environment
  • Excellent computer and keyboarding skills
  • In depth knowledge of Epic, TAM, Applied Rating System, MS Office, MS Word
  • Excellent Organizational skills and time management skills
  • Works well under pressure and under time restraints
  • Communicates effectively with clients both verbally and in writing
  • Client Relationship ManagementPolicy Negotiation & UnderwritingRisk Assessment & AnalysisPayment Processing & Financial Record-Keeping

Timeline

CAIB 4 Broker

BrokerLink
08.2022 - Current

Level 2 Insurance Broker

McTague Insurance
01.2018 - 08.2022

CSR

Harrigan Insurance Agency Ltd.
02.2012 - 08.2013

CAIB 4 Insurance Broker - Insurance And Risk Management

IBANB

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Maryanne McFarlane