Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
PERSONAL INSURANCE EXECUTIVE
Hub International
06.2018 - Current
Followed up with potential clients regarding online information requests to present and clearly explain coverage options.
Met with customers to provide information about available products and policies.
Drove improvements in customer retention rates by proactively addressing policyholder needs throughout the policy lifecycle.
Conferred with clients to obtain information regarding policy claims.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Generated leads through cold-calling, networking and other outreach methods.
Excellent communication skills, both verbal and written.
Self-motivated, with a strong sense of personal responsibility.
Participated in team meetings and training sessions regularly for continuous professional development within the insurance industry.
Top five agent in the region with over $40,000.00 in new business commission dollars for the last two years.
PERSONAL INSURANCE REPESENTATIVE
Brownridge Company and Insurance
04.2017 - 06.2018
Collected premiums on or before effective date of coverage.
Negotiated favorable terms with carriers on behalf of clients, securing competitive pricing for high-quality coverage plans.
Analyzed risk factors to recommend appropriate coverage levels.
Responded to customer calls swiftly to resolve issues and answer questions.
Educated clients on insurance policies and procedures.
PERSONAL INSURANCE ADVISOR
Hub International Barton Insurance Brokers
08.2012 - 04.2016
Conducted thorough policy reviews, identifying gaps in coverage and recommending suitable adjustments.
Mentored junior advisors, sharing industry knowledge and best practices to improve overall team performance.
Conducted annual reviews of existing policies to update information.
Established credibility as a trusted advisor by consistently offering sound advice based on thorough research of available insurance products.
Education
Carrer And College Prep
COLLEGE OF NEW CALEDONIA
Prince George, BC
06.2012
Business Management -
MAR-TECH COLLEGE
Edmonton, AB
01.1998
Skills
Client needs analysis
Quotes and sales
Relationship Building
Property insurance
Customer Referrals
Critical Thinking
Customer follow-up
Contract review and analysis
Customer Billing
Awards Certificates
Employee of the Year - December 2015
Level Two Insurance Agent - February 2015
Fundamentals of Insurance - September 2012
Leadership Experience
Operation Red Nose Volunteer - December 2015
Canada Winter Games - October 2014 - March 2015
Hart Highlands Elementary School Treasurer - September 2014-2017
Prince George Judo Club Executive Member - 2013 - 2015