Regan Thomas
Charlottetown,PE
Summary
Persuasive [Job Title] with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with [Number] years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage.
Overview
22
22
years of professional experience
Work History
Client Service Representative
A.M. Financial Matters Inc. - Co-operators
07.2024 - Current
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Maintained detailed records of client interactions, allowing for better understanding of needs and preferences for future engagements.
- Participated in regular meetings with management to discuss performance goals, strategies for improvement, and ongoing challenges faced by the team.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Assisted clients with navigating online platforms and tools, enhancing their overall experience with the company''s resources.
- Organized relevant documentation for each client interaction, ensuring a thorough understanding of client needs and facilitating seamless handoffs between team members.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Facilitator
Co-operators Insurance
07.2010 - 11.2023
- Built rapport with diverse groups of stakeholders by demonstrating empathy, active listening skills, and cultural competence during facilitated sessions.
- Fostered an inclusive learning environment by addressing diverse needs and adapting facilitation techniques as needed.
- Delivered high-quality training sessions, ensuring participants developed a thorough understanding of the subject matter.
- Increased participant engagement by incorporating interactive activities and group discussions into sessions.
- Identified areas in need of improvement and implemented solutions.
- Enhanced program effectiveness by collaborating with colleagues to review and revise curriculum content regularly.
- Provided constructive feedback to participants during debriefing sessions, fostering personal growth and skill development.
- Led virtual training sessions using web-based platforms while maintaining high levels of participant interaction and engagement throughout the event duration.
- Served as a resource for trainees post-session completion by providing follow-up support via email or phone consultations.
- Developed comprehensive workshop materials to improve participant understanding and engagement.
- Fostered collaborative environment, encouraging open dialogue and shared experiences among participants.
- Tailored facilitation styles to accommodate virtual and in-person settings, ensuring consistent engagement levels.
Associate Insurance Advisor
Co-operators
04.2003 - 07.2010
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Upsold additional products and services after identifying customer needs and requirements.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Appraised personal and real properties to determine correct levels of coverage for each policy.
- Developed strong relationships with clients, ensuring loyalty and long-term business growth.
- Maintained detailed records of all transactions, aiding in accurate reporting and future decision-making processes.
- Efficiently managed a high volume of daily inquiries, balancing multiple tasks while maintaining excellent customer service standards.
- Conducted thorough risk assessments to provide accurate coverage options tailored to individual needs.
- Enhanced customer satisfaction by providing personalized insurance advice and policy recommendations.
- Employed consistent positive attitude towards customers, peers and other personnel.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Certified Insurance Professional - Insurance
Insurance Institute of Canada
Toronto, ON04.2011
License Certificate -
General Insurance Agent
Charlottetown, PE04.2001
High School Diploma -
Three Oaks Senior High School
Summerside, PE06.1991
Skills
- Teamwork and Collaboration
- Administrative and Office Support
- Relationship Building
- Salesforce CRM
- Customer Support
- Insurance Products
- Licensed Insurance Agent
- Time Management
- Interpersonal Skills
- Adaptability
Languages
English
Full Professional
French
Limited Working
Timeline
Client Service Representative
A.M. Financial Matters Inc. - Co-operators
07.2024 - Current
Facilitator
Co-operators Insurance
07.2010 - 11.2023
Associate Insurance Advisor
Co-operators
04.2003 - 07.2010
Certified Insurance Professional - Insurance
Insurance Institute of Canada
License Certificate -
General Insurance Agent
High School Diploma -
Three Oaks Senior High School
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