Robin Brownlee
Carlyle,SK
Summary
Enthusiastic Insurance Broker/Advisor with a patient and positive approach with clients and tasks at Westland Insurance, excelling in client relations and policy analysis. Excellent communication skills to enhance customer satisfaction and retention. Success in upselling and policy renewals, demonstrating a keen ability to anticipate and meet client needs.
Overview
7
7
years of professional experience
Work History
Insurance Broker/ Advisor
Westland Insurance
08.2023 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Calculated quotes and educated potential clients on insurance options.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Responded to customer calls swiftly to resolve issues and answer questions.
- 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.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before effective date of coverage.
- Calculated premiums and established payment methods for sales.
- Daily Cash balancing to have zero discrepancies, entering into Westland’s Remuneration balancing excel sheet, running daily report on Westland’s broker program, reporting all financials to Westlands head accounting team
- Managing transactions of cash, debit, credit, cheque and e-transfer
- Working with excel spreadsheets, teams, TBW and Acturis Broker programs
Disability Support Worker
Redvers Activity Center
07.2018 - Current
- Provided assistance in daily living activities by dressing, grooming, bathing, and toileting patients.
- Drove clients safely to social activities and appointments.
- Developed strong interpersonal relationships with clients, earning their trust and respect through consistent empathy and understanding.
- Supported clients in maintaining a clean living space by assisting with household tasks such as laundry, meal preparation, and general tidying.
- Enhanced quality of life for clients with physical and intellectual disabilities through compassionate care and assistance.
- Maintained safety with tidy, clean, and hazard-free home environments.
- Kept detailed daily logs with care actions, patient behaviors, and incidents.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Assisted clients in reaching personal goals through targeted skill-building activities and therapeutic interventions.
- Implemented behavior management techniques when required for the safety of both clients and staff members involved.
- Coordinated transportation arrangements for clients to attend medical appointments or partake in social activities safely.
- Managed medications effectively for clients under strict supervision from healthcare professionals, ensuring adherence to prescribed treatment plans.
- Kept accurate records for client files and handled related paperwork.
- Advocated fiercely on behalf of clients when necessary to ensure their rights were respected in various settings such as education or healthcare environments.
Health Care Aide
Moose Mountain Lodge
07.2018 - 08.2024
- Assisted with daily living activities, promoting patient independence and overall wellbeing.
- Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
- Utilized problem-solving skills when faced with unexpected situations or emergencies within the healthcare setting.
- Maintained clean, safe, and well-organized patient environment.
- Reduced patient anxiety through effective communication and active listening skills.
- Kept accurate records of patients' care, condition, and progress.
- Provided total hygiene care to Number patients per shift by assisting with skincare, bathing, and toileting.
- Ensured the safe transfer of patients using proper techniques to prevent injuries and falls.
- Participated in ongoing training opportunities to stay current with best practices in health care aide services.
- Provided emotional support for patients and families during times of stress and uncertainty.
- Agreed to take on additional shifts and extra hours during busy periods and holidays to maintain proper staffing and floor coverage.
- Managed challenging behaviors in dementia patients using evidence-based interventions.
- Enhanced patient comfort by providing compassionate and attentive care.
Family Support Worker
Envision
03.2023 - 07.2023
- Enhanced family stability by providing comprehensive support and resources tailored to individual needs.
- Connected families with community resources such as housing assistance, financial aid programs, and educational opportunities.
- Strengthened families'' resilience through crisis intervention, counseling, and referral services.
- Developed strong rapport with clients, fostering trust necessary for effective intervention.
- Maintained accurate case documentation, ensuring timely reporting to supervisors and compliance with agency requirements.
- Visited home environments to help clients develop comprehensive life, technical, and job skills.
- Documented data and completed accurate updates to case records.
Education
Extended Auto Insurance- Advisor/Broker -
SGI Canada
Carlyle, SK2024
Comprehensive Health Care Aide -
Assiniboine Community College
Brandon, MB2023
High School -
Gordon F Kells High School/ Homeschool
Carlyle, SK1997
Skills
- Policy analysis
- Excellent communication skills
- Relationship development skills
- Customer service
- Quotes and sales
- Account management
- Client relations
- Client account management
- Policy renewals
- Client needs analysis
- Licensed insurance agent
- Auto insurance
- Upselling
- Policy writing
- Policy adjustment
- Insurance product promotion
- Customer complaint resolution
- Data entry
- Client consultations
- Policy changes
- Form completion and submission
- Billing procedures
Volunteer work
Carlyle Housing Board Secretary- currently
Onechurch.ca Board member and secretary- currently
Timeline
Insurance Broker/ Advisor
Westland Insurance
08.2023 - Current
Family Support Worker
Envision
03.2023 - 07.2023
Disability Support Worker
Redvers Activity Center
07.2018 - Current
Health Care Aide
Moose Mountain Lodge
07.2018 - 08.2024
Extended Auto Insurance- Advisor/Broker -
SGI Canada
Comprehensive Health Care Aide -
Assiniboine Community College
High School -
Gordon F Kells High School/ Homeschool
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