Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Rebecca Morden

Chilliwack,BC

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Advisor

Westland
08.2021 - Current
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
  • Calculated premiums and established payment methods.
  • Provided quotes and promoted products for building, contents and vehicle insurance.
  • Maintained high standards of customer service by building relationships with clients.

Sales and products specialist

Concentrix
10.2014 - 08.2021
  • Handled billing inquiries and product change requests
  • Assisted with training new employees
  • Took escalation calls
  • Assisted other employees with questions associated with their calls through a chat format.
  • Followed all company policies and procedures to deliver quality work.
  • Listened and responded to customer requests and forwarded necessary information to superiors.

Education

Criminology Diploma -

University of the Fraser Valley
01.2021

GED -

Chilliwack Secondary School
06.2016

Skills

  • Insurance product knowledge
  • Risk assessment
  • Customer service orientation
  • Problem-solving abilities
  • Licensed Insurance Agent

Certification

  • Insurance schooling CAIB 2 - Completed April 2023

References

Available upon request

Timeline

Insurance Advisor

Westland
08.2021 - Current

Sales and products specialist

Concentrix
10.2014 - 08.2021

Criminology Diploma -

University of the Fraser Valley

GED -

Chilliwack Secondary School

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Rebecca Morden