Natasha Comish
Eastern Passage,NS
Summary
Dynamic Personal Lines Account Manager at Bauld Insurance with expertise in insurance policy analysis and a strong customer service focus. Proven track record in managing renewals and securing optimal rates for clients. Adept at problem-solving and multitasking, ensuring client satisfaction and retention through effective communication and tailored solutions.
Overview
18
18
years of professional experience
Work History
Personal Lines Account Manager
Bauld Insurance
Bedford, Nova Scotia
01.2017 - Current
- Handling incoming calls and emails requests from clients
- Assessing individual needs to offer the best service to the clients
- Comparing the coverage of different insurers to get the best rates to meet the individual needs
- Searching for opportunities to reduce premiums, by looking for discounts
- Remarketing existing clients when necessary
- Completing new application process
- Documenting account changes in client files
- Gathering and sending all required documentations to client and insurers
- Helping clients understand their policies. Explaining premiums, and increasing rates
- Billing questions and processing payments.
- If needed ensuring claims are handled quickly and efficiently by contacting the insurance companies for the client
Lead Client Service Center Coordinator
Canadian Red Cross
Dartmouth, Nova Scotia
01.2008 - 01.2016
- In day, weekly and monthly scheduling for 80+ Home Support workers with 200+ clients to ensure all needs are being met
- Answered numerous calls per day by addressing customer inquiries, solving problems and providing information as needed. Transferring to correct person or depart if needed
- Investigation and resolving customer inquiries and complaints in a timely and empathetic manner when possible resolution on the spot of contact
- Communicating with care coordinators, clients, and home support workers to provide the best service possible
- Manage a wide variety of customer service and administrative tasks daily
- Manage several reports weekly/monthly to ensure compliance with audible reporting standards and collect appropriate data as required for our yearly audit as well as meeting all accreditation standards
- Manage weekly Payroll reports, run spread sheet to view all hours, travel time, breaks and any extra’s expense’s being reported by Home Support staff
- On call for our afterhours home support call center team
- Management of Blackberry/Microsoft Lumina inventory, repairs, setup, training new home support staff
- Providing technical support for Blackberry/Microsoft Lumina users and liaise with Red Cross and Bell Aliant Support when appropriate
Help Service Center Assistant
Canadian Red Cross
Dartmouth, Nova Scotia
01.2007 - 01.2008
- Answered numerous calls per day by addressing customer inquiries, solving problems and providing information as needed. Transferring to correct person or depart if needed
- Greeted customer entering department and helped getting the correct equipment with the doctors requisition
- Matching up orders when clients walk in with what they ordered by phone and confirming with doctor’s prescription by fax
- Helping client try out equipment to make sure they are getting the proper fitted equipment
- Scheduled weekly inventory pickup and deliveries with the technicians and vendors
- Taking cash/debit donations from clients and families coming in to pick up or drop off equipment
- Wide variety of customer service and administrative tasks daily
- Answered product questions with up to date knowledge of equipment
Education
CAIB 2
IBANS
11-2023
Customer Service Excellence and Communication Strategies -
IBANS
09-2020
CAIB 1
IBANS
05-2020
General Insurance License -
IBANS
08-2017
Computerized Business Management -
01.2003
Microsoft Office -
IBANS
other01.2000
Skills
- Insurance policy analysis
- Manage renewals
- Multitasking capacity
- Problem-solving
- Customer service
- Rate comparison
- Account remarketing
- Problem solving
- Time management
- Customer follow-up
- Service oriented
- Quotes and sales
References
- Jessie Ryan - Previous manager at Bauld Insurance 902-293-7094 or jessiemryan@gmail.com
- Stacey Vallis - Colleague at Bauild Insuance 506-654-1507 or staceyleevallis@yahoo,ca
Timeline
Personal Lines Account Manager
Bauld Insurance
01.2017 - Current
Lead Client Service Center Coordinator
Canadian Red Cross
01.2008 - 01.2016
Help Service Center Assistant
Canadian Red Cross
01.2007 - 01.2008
CAIB 2
IBANS
Customer Service Excellence and Communication Strategies -
IBANS
CAIB 1
IBANS
General Insurance License -
IBANS
Computerized Business Management -
Microsoft Office -
IBANS
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