Shelby Larner
Whitley Newman Insurance & Financial Services
Picton
28
years of professional experience
Personable and dedicated professional with solid foundation in customer relations and project coordination. Possesses understanding of client management techniques and excels in communication and problem-solving. Focused on driving client satisfaction and fostering positive business relationships.
Work History
Account Manager
10 Years 3 Months- Educating clients, grow portfolio, client retention, claims reporting, analyze coverages, customer relationship management, understand markets, problem solving, process incoming client requests, solid knowledge of RIBO, and fundamentals of insurance in Ontario
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
Account Manager
2 Years 6 Months- Active use of sales, marketing, customer service and inter-personal skills to sell display advertising to local merchants, non-profit organizations and businesses in Prince Edward County
- Creatively used graphic design skills and knowledge of print layout ads to create ads for the local newspaper
National Implementation Coordinator/Account Manager
2 Years- Coordinated with head office of National accounts of Canada’s largest retailers (Shopper’s Drug Mart, M&M Meats, MacDonald’s) to implement setup of Point of Sale devices for new and existing locations
- Managed orders from start of original request to final install of device, including setup of card plans and additional product requests
Financial & Technical Customer Care Associate
2 Years 2 Months- Provided consistent and accurate first response to merchants requiring financial and technical assistance with products and services
- Worked using problem solving and conflict resolution techniques to manage technical issue escalations and effectively build and strengthen relationships with Moneris stakeholders
Marketing Assistant
3 Years 4 Months- Assistant to VP of Marketing division: assisted with designing implementing and launching new brand and image for company
- Liaison to sales managers to help build brand through coordinating events, trade shows, and sales meetings
Renewal Clerk
2 Years- Review all personal property renewals as per underwriting guidelines
Education
Creative Writing & Communications
General Arts & Science
Skills
Windows Platforms
Microsoft Office
Applied Epic
Applied Rating
SigXP
Adobe Reader
Multi-tasking
Project Coordination
Handling and Analyzing Customer Inquiries
Troubleshooting
Working Under Pressure
Conflict Resolution
Relationship Management
Strong Ownership
Leadership
Professional Qualities
Effective Active Listener
Excellent Verbal Communication
Excellent Written Communication
Strong Customer Resolution
Customer Service Skills
Proficient Time Management
Proficient Stress Management
Account management
Customer service
Teamwork and collaboration
Client relations
Computer And Software Skills
- Windows Platforms
- Microsoft Office (Word, Excel, Outlook, Teams)
- Applied Epic
- Applied Rating
- SigXP
- Adobe Reader
Timeline
Account Manager
Whitley Newman Insurance & Financial Services
07.2016 - CurrentRead More
Account Manager
The Picton Gazette
01.2014 - 07.2016Read More
National Implementation Coordinator/Account Manager
Moneris Solutions Corporation
09.2007 - 09.2009Read More
Financial & Technical Customer Care Associate
Moneris Solutions Corporation
07.2005 - 09.2007Read More
Marketing Assistant
Open Access
04.2000 - 08.2003Read More
Renewal Clerk
Bay of Quinte Mutual
01.1997 - 01.1999Read More
George Brown College
General Arts & Science
Read More
George Brown College
Creative Writing & Communications
Read More