Dedicated sales associate with expertise in policy writing and upselling insurance products. Committed to enhancing customer experiences while achieving sales targets. Strong capabilities in client education and relationship management.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Sales Associate
My Insurance Broker
Hamilton
01.2024 - Current
Achieved monthly targets of $80,000 and maintaining high performance standards.
Guided clients in selecting tailored insurance policies to meet specific needs.
Informed customers about coverage options and benefits to enhance understanding of policies.
Processed policy applications and ensured accuracy of client records.
Broker Service Representative
My Insurance Broker
Hamilton
01.2023 - 12.2023
Educated clients on available insurance products and services.
Enhanced customer satisfaction by resolving issues with knowledgeable and friendly service.
Resolved client concerns regarding coverage options and policy details.
Assisted clients with policy inquiries and claims processes.
Maintained accurate client interactions and transaction records to support operational efficiency.
Technical Support Representative
My Insurance Broker
Hamilton, Ontario
11.2021 - 01.2023
Resolved customer inquiries via phone and email, ensuring timely and effective support.
Documented customer interactions in the company's CRM system.
Collaborated with team members to identify and implement improvements in service processes.
Escalated complex issues to senior representatives, facilitating quicker resolution for customers.
Pro Shop Attendant
Friday Harbour (The Nest)
Innisfil, Ontario
05.2021 - 10.2021
Guided customers in selecting rental and purchase equipment, enhancing their overall golfing experience.
Provided attentive service and support, fostering member satisfaction and loyalty.
Instructed patrons on golf course etiquette to promote a respectful and enjoyable environment.
Ensured cleanliness and organization of pro shop area, creating a welcoming environment.
Education
Bachelor of Arts - Digital Communications And Media
Lakehead University
Orillia, ON
08.2019 - 06.2021
Bachelor of Arts - Mass Media And Marketing
Lubbock Christian University
Lubbock, TX
01.2019 - 04.2019
Associate of Arts - Digital Communications And Media
New Mexico Junior College
Hobbs , NM
08.2016 - 04.2018
Skills
Policy writing
Obtaining leads
Customer relationship management
Insurance product knowledge
Upselling carriers products
Underwriting files
Effective communication
Relationship building
Timeline
Sales Associate
My Insurance Broker
01.2024 - Current
Broker Service Representative
My Insurance Broker
01.2023 - 12.2023
Technical Support Representative
My Insurance Broker
11.2021 - 01.2023
Pro Shop Attendant
Friday Harbour (The Nest)
05.2021 - 10.2021
Bachelor of Arts - Digital Communications And Media
Lakehead University
08.2019 - 06.2021
Bachelor of Arts - Mass Media And Marketing
Lubbock Christian University
01.2019 - 04.2019
Associate of Arts - Digital Communications And Media