Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance
Kamloops Insurance
01.2022 - 06.2024
Enhanced sales skills through ongoing training initiatives, staying current on industry trends and best practices in personal lines insurance sales.
Contributed to the development of new product offerings by providing insights on market trends and customer needs within the personal lines insurance space.
Spearheaded training initiatives to enhance team performance in sales, service, underwriting, and risk management aspects of personal lines insurance products.
Participated in ongoing professional development initiatives, staying current with industry best practices and regulatory changes affecting personal lines insurance services.
Expanded client base with proactive outreach and relationship-building efforts.
Assisted clients in navigating complex insurance terminology, facilitating informed decision-making about coverage options.
Made contact with insurance carriers to discuss policies and individual benefits.
Insurance Advisor
Western Financial Group
07.2017 - 06.2019
Customer Service - General Office Duties
ICBC- New, renewal, changes for auto insurance
Personal Lines - Calculated quotes & educated potential clients on insurance options for: Home, Mobile, Condo, Tenants, working closely with Underwriters
Recreational Vehicles, Travel Medical, Watercraft
Meeting Targets, staying up to date with education in the Insurance Industry
Contributed to the development of new product offerings by providing insights on market trends and customer needs within the personal lines insurance space.
Spearheaded training initiatives to enhance team performance in sales, service, underwriting, and risk management aspects of personal lines insurance products