Sally Giang
Calgary,AB,
Summary
Persuasive senior insurance advisor with expertise in building strong relationships, managing, and training junior advisors. Energetic and communicative professional with ample experience. Exceptional written and verbal communication skills. Acquire knowledge of data entry, data analysis, generating reports, transactions, and account management. Proficient technical computer skills; including Microsoft Office, CRM, and Salesforce. General level 1 – Property and Casualty insurance producer, licensed in Alberta and Ontario, with over a year of insurance experience. Agile learner, ability to apply skills to a range of tasks, ability to make technical decisions as required in undefined situations.
Overview
8
8
years of professional experience
Work History
Senior Insurance Advisor
Westland Insurance Group
04.2024 - Current
- Train, manage, and mentor junior advisors, improving their sales techniques and product knowledge for higher team performance.
- Developed strong relationships with clients, leading to a high level of trust and long-term business growth.
- Collaborated with other professionals in the industry to stay current on market trends and offer cutting-edge solutions.
- Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets and performance metrics.
- Organized educational seminars for potential clients, raising awareness about the importance of adequate insurance coverage.
- Fostered a positive working environment within the team by promoting open communication and collaborative problem-solving efforts.
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales by 50%.
- Delivered informative presentations on various insurance products, empowering clients to make informed decisions.
- Stayed up-to-date on regulatory changes affecting the insurance industry, adjusting practices accordingly to ensure compliance.
Licensed Insurance Agent
Desjardins Insurance
02.2021 - 04.2024
- Work effectively in fast pace call centre environment, managing approximately 70 + incoming calls, and emails per day
- Educate clients on insurance policies by providing comprehensive product knowledge, guidance, and procedures by developing comprehensive knowledge of insurance products, and sharing industry knowledge acquired from attending continuing education courses, workshops, and professional development opportunities to maintain licensure and stay abreast of industry advancements
- Provide personalized insurance consultations and recommending tailored coverage plans
- Manage diverse client portfolio by addressing all concerns and inquiries, maintaining up-to-date records of interactions, policy changes, and renewals promptly by utilizing the agency management system, along with identifying and soliciting sales prospects in agency databases
- Registering information accurately in the database to enable tracking history of polices and to maintain accurate records
- Coordinated client information to assist with claim submission
- Collaborating with underwriters to negotiate favorable terms for clients
- Apply standardized procedures to streamline review of applications, endorsements, cancellations, renewals, and other policy related modifications
- Calculate premiums and establish payment methods for sales.
Senior Advisor
ATCOenergy
01.2019 - 02.2021
- Monitor customer email, chat, social media, and SMS providing trend data for site management team.
- Make recommendations on policy and procedure changes to enhance customer experience Quality Systems to increase revenues by 25%
- Coordinate with teams to ensuring adequate quality assessment and controls for systems and processes.
- Participate in cross-disciplinary team trainings, demonstrating an understanding of team member roles, and strengths.
- Increased team efficiency with regular training sessions and performance reviews, leading to higher productivity levels.
- Built and maintained relationships with clients to provide ongoing support.
- Improved processes by recommending operational changes.
- Developed and updated tracking spreadsheets for process monitoring and reporting.
Client Relations Representative
Bell Canada
01.2016 - 01.2019
- Document data accurately using CRM system
- Collect personal sensitive data such as: SIN, passport, provincial ID
- Manage accounts in accordance with compliance and procedures
- Consult concerns and escalations attentively while maintaining professional
- Address escalations while using analytical reasoning
- Facilitate information flow between clients, while engaging within different departments to guarantee the client objectives are met
- Process transactions following security measures procedures
- Generate reports
- Prepare documents, draft memos, schedule emails and book time slots for management meetings.
- Directed a 10 -person team of customer service personnel while helping front-line team members work effectively with over 50 daily customers.
- Supported the sales team by identifying potential upsell opportunities and sharing leads from existing clients.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
Education
OTL Agent Exam -
Insurance Institute
Calgary, AB02.2022
General Level 1 License Alberta -
Insurance Institute
Calgary, AB02.2021
Google Project Management
Calgary, ABSkills
- Proficient in CRM, Salesforce, Database Management, Calendar Management, Microsoft Office; Word, Excel, PowerPoint, Outlook, SharePoint, Billing and Record-Keeping, Editing and Proofreading, Accurate Data Entry, Phone Etiquette
- Email Communication, Accounting and Billing, Auto Insurance, Property Insurance, Admin, Analytics, Reporting, Scheduling, CRC
- Strong analytical skills, effective problem resolution
- Comprehensive Regulatory Knowledge
- Team Leadership Qualities, industry networking
- Continuous Learning Attitude
- Proven Sales Experience
- Strong communication skills, technical writing proficiency
- Account Management, account retention, and new business development
- Asset Protection
- Task Prioritization, strong time management, strong organization skills
- Group Presentations
Languages
Vietnamese
Professional Working
Chinese (Cantonese)
Professional Working
Work Preference
Work Type
Part TimeFull TimeLocation Preference
RemoteHybridImportant To Me
Work-life balanceCompany CultureWork from home option4-day work weekCareer advancementPaid sick leaveHealthcare benefitsFlexible work hoursTeam Building / Company RetreatsPersonal development programsCertification
- Licensed Insurance Advisor Alberta General level 1
- Licensed Insurance Advisor - OTL
Timeline
Senior Insurance Advisor
Westland Insurance Group
04.2024 - Current
Licensed Insurance Agent
Desjardins Insurance
02.2021 - 04.2024
Senior Advisor
ATCOenergy
01.2019 - 02.2021
Client Relations Representative
Bell Canada
01.2016 - 01.2019
OTL Agent Exam -
Insurance Institute
General Level 1 License Alberta -
Insurance Institute
Google Project Management
Similar Profiles
Jason WatsonJason Watson
Digital Sales Advisor at Westland Insurance Group (Sears Insurance)Digital Sales Advisor at Westland Insurance Group (Sears Insurance)
Kelly CraigKelly Craig
Branch Manager at Westland Insurance Group INCBranch Manager at Westland Insurance Group INC
ANGEL HARVEYANGEL HARVEY
Senior Insurance Advisor at Westland Insurance GroupSenior Insurance Advisor at Westland Insurance Group
Jiya KathuriaJiya Kathuria
Insurance Administrator at Westland Insurance GroupInsurance Administrator at Westland Insurance Group
George BowmanGeorge Bowman
Senior Insurance Advisor at Difebo and AssociatesSenior Insurance Advisor at Difebo and Associates