Susan Dai
Edmonton
Summary
Dedicated insurance sales agent motivated to maintain customer satisfaction and contribute to company success. Exceptional organization, time management, computers and multi-tasking abilities.
Experienced with advising clients on insurance options and policies. Utilizes effective communication skills to explain complex information clearly. Track record of building strong client relationships and providing customized insurance solutions.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Insurance Advisor
AMA
08.2023 - Current
- Complete Personal Lines applications and endorsements for automobile, fire, liability, property, and other insurance
- Ensure accurate and full completion of application forms, endorsements, and renewal policies to determine insurance risks, insurance premiums, extent of insurance coverage and other conditions of the insurance contract using rate tables and other appropriate documents and reference materials for both home and auto
- Communicate with policyholders to deliver and explain policy coverages and limitations, to analyze their insurance needs and suggest additions or changes
- Conduct oneself as a General Insurance Agent in compliance with government regulations
- Establish client insurance coverage, calculate premiums, and establish method of payment
- Order property inspections for new business
- Participate in webinars and seminars for continuing education hours
- Work in conjunction with other departments, underwriting, accounting, claims, IT, Loss control
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Upsold additional coverage options to existing clients, ensuring comprehensive protection for their needs.
- Mentored junior advisors, sharing knowledge of best practices and industry insights for accelerated career growth.
Insurance Advisor
La Capitale
06.2022 - 08.2023
- Research and source potential clients and build long-term relationships with them
- Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
- Advise clients on the insurance policies that best suit their needs
- Customize insurance programs to suit individual clients
- Deliver approved policies to new clients and explain benefits and risks of the policy
- Re-assess the policy needs of existing clients after life-changing events
- Fill-out and submit applications, issue quotes, maintain client records and prepare reports
- Keep abreast of industry and market trends and best practices
Legal Assistant - Litigation
Diamond & Diamond Lawyers LLP
07.2021 - 04.2022
- Conduct court searches;
- Draft correspondence and court documents;
- Pre-trial and trial preparation including maintenance of all trial binders and limitations;
- Prepare a variety of litigation legal documents including briefs and factums;
- Schedule various applications and questionings;
- Manage workflow for team of lawyers;
- Coordinate and schedule meetings and maintain calendars;
- Preparation of accounts and time entry; and
- General administrative tasks including office and file management
Education
CIP -
Insurance institute
Edmonton, AB06.2024
Diploma - Finance
NAIT
07-2022
Skills
- Critical thinking
- Licensed insurance agent
- Client needs analysis
- Client relations
- Upselling
- Time Management
- Goal oriented
- Policy analysis
- Portfolio management
- Underwriting principles
Certification
- Level 2 Licensed , 02/01/2025
Languages
Timeline
Licensed Insurance Advisor
AMA
08.2023 - Current
Insurance Advisor
La Capitale
06.2022 - 08.2023
Legal Assistant - Litigation
Diamond & Diamond Lawyers LLP
07.2021 - 04.2022
- Level 2 Licensed , 02/01/2025
CIP -
Insurance institute
Diploma - Finance
NAIT
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