Summary
Overview
Work History
Education
Skills
Certification
Timeline
Awards & Recognition
Generic

Susan Atkinson

KELOWNA,BC

Summary

Results-driven Licensed Insurance Agent with expertise in customer service, account management, and business development. Specializes in cultivating client relationships and expanding business through strategic networking. Entrepreneurial experience enhances leadership, marketing, and financial acumen.

Overview

1
1
Certification
9
9
years of professional experience

Work History

Insurance Agent

Johnston Meier Insurance
08.2024 - 07.2026
  • Assisted clients in selecting insurance policies based on their needs
  • Delivered exceptional customer service, resolving client inquiries effectively
  • Managed accounts receivable, ensuring timely cash flow and accurate financial support
  • Maintain and service fleet accounts
  • Guided clients through the process of obtaining ICBC Autoplan and travel insurance
  • Serviced and maintained fleet accounts, fostering client relationships and retention

Insurance Agent

Western Financial Group
01.2022 - 01.2024
  • Level 1 Licensed Insurance Agent in BC and AB
  • Provided exceptional customer service to enhance client satisfaction
  • Oversaw client accounts, billing, and receivables to ensure accuracy and timely transactions
  • Managed client accounts, billing, and receivables
  • Cultivated new business opportunities through strategic networking efforts
  • Assisted clients with ICBC Autoplan insurance policies and Travel Insurance Specialist

Owner / Operator

Showroom Shine Detailing
01.2018 - 01.2024
  • Owned and operated a successful detailing business
  • Managed operations, marketing, and finances to drive business growth
  • Created and nurtured relationships with clients to enhance loyalty and satisfaction.
  • Handled accounts receivable and payable
  • Developed branding and promotional strategies that increased market visibility

Education

Fundamentals of Insurance

ICABC
06-2022

Currently Working On CAIB 2

TELUS Customer Service Training

Telus Customer Service
01-2020

First Year Arts - undefined

Okanagan University College
01-1994

Skills

  • Customer Service Excellence
  • Account Management
  • Business Development & Networking
  • Insurance Products (ICBC, Travel Insurance, Home Insurance, Tenants)
  • Cash Handling & Accounts Receivable
  • Communication & Client Relations
  • Marketing & Small Business Operations

Certification

Fundamentals of Insurance — Level 1 Licensed, in June 2022. Licensed in BC and AB

Timeline

Insurance Agent

Johnston Meier Insurance
08.2024 - 07.2026

Insurance Agent

Western Financial Group
01.2022 - 01.2024

Owner / Operator

Showroom Shine Detailing
01.2018 - 01.2024

First Year Arts - undefined

Okanagan University College

Fundamentals of Insurance

ICABC

Currently Working On CAIB 2

TELUS Customer Service Training

Telus Customer Service

Awards & Recognition

Best of Kelowna Award Winner — Two Consecutive Years, Kelowna Community Votes Winner — Three Consecutive Years
Susan Atkinson