Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Vera Hu

Richmond

Summary

Accomplished Senior Insurance Broker with a proven track record at InsureBC, enhancing team performance and client satisfaction through expert risk management and exceptional client relations. Skilled in insurance coverage verification and effective communication, successfully reduced costs and maximized revenue generation. Cross-trained teams for increased agility, demonstrating significant time management prowess.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Insurance Broker

InsureBC
03.2019 - Current
  • Established information necessary for policy development by interviewing clients, requesting records
  • Researched providers and compared coverage and premiums to deliver the best possible packages to clients
  • Onboarded new employees with training and new hire documentation.
  • Reduced costs by identifying inefficiencies in workflows and implementing process improvements throughout the organization.
  • Accomplished multiple tasks within established timeframes.
  • Cross-trained existing employees to maximize team agility and performance.
  • Managed a team of insurance agents, providing training and support to maximize sales performance and customer service quality.

Practicum Student

HUB
04.2019 - 05.2019
  • Interacted with different departments in the company
  • Learn about the system and the job process
  • Analyze the claim case with the claim department
  • Understanding different job responsibilities from various departments
  • Enhanced practicum experience by collaborating with multidisciplinary team members and integrating their feedback.
  • Worked with industry professionals to further drive learning goals.

Education

Diploma - General Insurance And Risk Management

BCIT School of Business
Burnaby, BC
05.2019

Skills

  • Insurance coverage verification
  • High-value home, Auto, Travel, Boat, Small Business
  • Risk Management Processes
  • Revenue Generation
  • Client Relations Expertise
  • Multitasking Abilities
  • Time Management
  • TAM Software, Compuquote
  • Verbal and Written Communication

Certification

  • CIP designation
  • Insurance Broker Level 2 license
  • Finished Broker level 3 webinar
  • LLQP, Life Insurance License
  • Mortgage broker license
  • Willing to obtain CRM if needed


Timeline

Practicum Student

HUB
04.2019 - 05.2019

Senior Insurance Broker

InsureBC
03.2019 - Current

Diploma - General Insurance And Risk Management

BCIT School of Business
  • CIP designation
  • Insurance Broker Level 2 license
  • Finished Broker level 3 webinar
  • LLQP, Life Insurance License
  • Mortgage broker license
  • Willing to obtain CRM if needed


Vera Hu