Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Software
Timeline
Penny Harris

Penny Harris

Windsor,ON

Summary

Successful and hardworking Insurance Broker with 8 years of experience maximizing revenues by leveraging strong sales strategies and deep knowledge of available insurance products. Empathetic customer-focused salesperson dedicated to developing meaningful client relationships, accurately assessing needs and offering best solutions for coverage.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Service Broker / Sales Broker

HUB Customer Central
05.2016 - Current
  • Develop and maintain auto and property personal lines insurance underwriting knowledge on a continual basis
  • Consistently meet or exceed company sales goals
  • Assess the needs of the customer and apply reasoned judgment when recommending personalized coverage, reviewing, amending, and adding coverage to new and existing policies while providing fiduciary guidance and advice to the client as required
  • Accurately prepare Documentation, complete insurance applications, and issue proof of insurance
  • Maintain a working knowledge of all applicable insurance company portals, customer relationship management systems, and policy management systems
  • Correctly answer inquiries about coverage, deductibles, processes, billing, claims, etc
  • Provide accurate claims counseling and assistance to the client within company guidelines
  • Professionally communicate with clients by phone, email, and/or text as required and in a timely manner
  • Assist colleagues in problem-solving difficult files and collaborate with other brokers where appropriate

Substitute Teacher, K-12

Greater Essex County District School Board
Windsor, ON
09.2006 - 06.2018
  • Maintain knowledge of appropriate curriculum and instructional methods for students aligned to each grade level
  • Accurately follow lesson plans left by regular teacher or develop and implement curriculum-based lesson plans and/or units suitable to the subject and grade level if a lesson plan is not readily available or when teaching in a long-term position
  • Establish and communicate clear rubric-based objectives for all learning activities
  • Facilitate learning experiences, meeting curriculum requirements on tight deadlines
  • Utilize relevant technology to support instruction where appropriate
  • Work independently and in collaboration with other teachers to design and execute lesson plans, evaluate student progress and development, and provide appropriate feedback on work
  • Maintain accurate and complete records of student progress and achievement
  • Communicate necessary information to other educators, parents, support staff or school administrators
  • Manage and support small and large groups of students during structured and unstructured times
  • Follow established Individual Education Plans for students requiring differentiated learning supports
  • Manage student behaviour by modeling expectations, enforcing rules, and following established school protocols, procedures, and safety plans
  • Demonstrate a positive attitude while encouraging a growth mind-set and nurturing student development

Education

Bachelor of Education - History Major, English Minor

University of Windsor, Windsor, ON
01.2009
  • Bachelor of Arts completed in 2005
  • Completed additional courses after graduating from the Faculty of Education to obtain credentials to teach Kindergarten through Grade 12.
  • Successfully earned Kindergarten, Primary, Junior, Intermediate and Senior qualifications.
  • Completed Business Studies and English teachable requirements to obtain Senior Level teacher qualifications.

Liberal Arts certificate -

Simon Fraser University, Burnaby, BC
12.2003

Ten course program providing broad exposure to areas of knowledge and inquiry methods across multiple subjects and disciplines.

Skills

  • Driven
  • Hardworking
  • Excellent communication skills
  • Top-rated performer
  • Talented salesperson
  • Client acquisition and retention expert
  • Consistent Sales quota achievement
  • Client account management
  • Insurance underwriting and policy coverage expertise
  • Insurance company portal knowledge
  • Billing and insurance processes

Accomplishments

  • Repeat winner of the prestigious “SHARP-SUPERIOR HUB AWARDS RECOGNITION PROGRAM” Award for selling a high-volume of quality business that the company retains.
  • Routinely earn client commendations for providing excellent customer service.

Certification

RIBO [Registered Insurance Broker Ontario]

Software

Applied Rating Services

Pivotal CRM

Microsoft Office

Several Insurance Company Portals

Timeline

Service Broker / Sales Broker - HUB Customer Central
05.2016 - Current
Substitute Teacher, K-12 - Greater Essex County District School Board
09.2006 - 06.2018
University of Windsor - Bachelor of Education, History Major, English Minor
Simon Fraser University - Liberal Arts certificate,

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Penny Harris