Samantha Lee
Squamish,BC
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
9
9
years of professional experience
Work History
Insurance Agent
Westland Insurance Group
03.2015 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Education
High School Diploma -
Pemberton Secondary School
Pemberton, BC06.2009
Skills
- Policy Renewals
- Customer Service
- Account Management
- Client Retention
- Auto Insurance
- Quotes and Sales
- Licensed Insurance Agent
- Policy Writing
- Problem Solving
- Active Listening
Timeline
Insurance Agent
Westland Insurance Group
03.2015 - Current
High School Diploma -
Pemberton Secondary School
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