Natasha Maier
Regina,SK
Summary
At Harvard Western Insurance, I've excelled as a Personal Lines Insurance Broker, enhancing policy retention through making sure that I keep the expectations of core fundamentals; including punctuality, prompt follow ups and keeping my clients best interest in mind.
I'm a detail-oriented individual with exceptional communication skills and a positive attitude. I have a proven ability to handle multiple tasks effectively and efficiently in fast-paced environments.
Overview
14
14
years of professional experience
Work History
Personal Lines Insurance Broker
Harvard Western Insurance
05.2010 - Current
- Conducted comprehensive policy reviews, identifying potential gaps in coverage and recommending appropriate solutions.
- Educated clients on insurance policies and procedures.
- Enhanced customer satisfaction by providing personalized insurance solutions tailored to individual needs.
- Efficiently managed a substantial book of business while maintaining excellent attention to detail and responsiveness.
- Managed a diverse portfolio of personal lines business including home, auto, condo and farm.
- Improved policy retention rates through attentive service and regular touchpoints with clients.
- Participated in ongoing professional development opportunities to stay current on industry best practices and emerging trends in personal lines insurance.
- Collaborated with claims adjusters to expedite claim handling processes, resulting in satisfied customers.
- Monitored customer feedback and identified areas of improvement.
Education
High School Diploma -
Luther College High School
Regina, SKCAIB 1 - Insurance
Insurance Council of Saskatchewan
Regina, SK06.2010
Skills
- Claims Handling
- Customer Service
- Licensed Insurance Agent
- Product Knowledge
- Problem-solving abilities
- Excellent Communication
- Organizational Skills
- Data Entry
- Task Prioritization
- Continuous Improvement
Languages
English
Full Professional
Timeline
Personal Lines Insurance Broker
Harvard Western Insurance
05.2010 - Current
High School Diploma -
Luther College High School
CAIB 1 - Insurance
Insurance Council of Saskatchewan
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