Shawna Garrison-Lockhart
Kentville,Canada
Summary
Dynamic insurance advisor with proven success at Brokerlink, excelling in customer service and risk assessment. Adept at developing tailored policy packages and driving team performance. Strong conflict resolution skills complemented by proficient data management, ensuring compliance and enhancing client satisfaction. Recognized for effectively managing multiple accounts and resolving escalated issues efficiently.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Insurance Advisor VIP Client Services
Brokerlink
Kentville, NS
08.2003 - Current
- Documented detailed records of customer interactions and activities.
- Consulted with clients to develop customized insurance policy packages and advised clients coverage to suit their needs.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Utilized industry software tools such as rating engines and quoting systems.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Managed multiple accounts simultaneously while meeting deadlines efficiently.
- Collaborated with other departments within the organization on projects.
- Maintained up-to-date knowledge of industry trends and regulations.
- Trained newly hired employees regarding company policies and operations.
Branch Manager
Brokerlink
Kentville, NS
03.2014 - 10.2015
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Ensured compliance with established policies, procedures and regulations.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Conducted regular performance reviews for all employees in the branch.
- Resolved escalated customer complaints in a timely manner.
Swing Manager
McDonalds Restaurant
New Minas , NS
10.1993 - 09.2003
- Supervised and trained staff in customer service, food handling, and safety protocols.
- Resolved and investigated complaints regarding service, food quality and accommodations.
- Prepared employee schedules to maintain appropriate staffing levels during peak periods.
- Assisted with kitchen preparation during peak times as needed.
- Ensured compliance with all food safety regulations and sanitation standards.
- Assisted staff by serving food and beverages.
- Delegated work to staff, setting priorities and goals.
Bank Teller and Customer Service Representative
Scotiabank
New Minas, NS
04.1998 - 05.2000
- Performed special services for customers, ordering bank cards and checks.
- Educated customers about different types of banking services available at the branch.
- Maintained confidentiality of bank records, transactions and customer information.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Participated in weekly training sessions to stay abreast of changes in banking regulations.
Education
Banking And Financial Management
NSCC Kingstec Campus
Kentville NS06-1998
Business Information And Technology
NSCC Kingstec Campus
Kentville NS06-1997
Grade 12 Completion
Horton District High School
New Minas NS06-1995
Skills
- Customer service
- Policy writing
- Risk assessment
- Regulatory compliance
- Claims processing
- Sales techniques
- Team leadership
- Conflict resolution
- Data management
- Proficient computer skills
- Time management
- Team Player
Certification
- Completion of CAIB for the Canadian Accredited Insurance Broker designation in 2006.
- Completion of the CSIP for the Customer Satisfaction for the Insurance Professional course in 2012.
References
References available upon request.
Timeline
Branch Manager
Brokerlink
03.2014 - 10.2015
Insurance Advisor VIP Client Services
Brokerlink
08.2003 - Current
Bank Teller and Customer Service Representative
Scotiabank
04.1998 - 05.2000
Swing Manager
McDonalds Restaurant
10.1993 - 09.2003
Banking And Financial Management
NSCC Kingstec Campus
Business Information And Technology
NSCC Kingstec Campus
Grade 12 Completion
Horton District High School
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