Tamara Bernasky
Crofton,BC
Summary
To obtain a part-time position as a Business Insurance Advisor, that will provide me with the opportunity to advance in my career.
Overview
16
16
years of professional experience
Work History
Westland Insurance Previously First West Credit Union
Operating for all regions of Island Savings/Envision/Valley First
07.2019 - Current
- Responsible for maintaining a commercial lines book of business.
- Responsible for meeting retention goals.
Westland Insurance Previously First West Credit Union
Operating for all regions of Island Savings/Envision/Valley First
05.2017 - 01.2018
- Responsible for quoting and writing all new business insurance applications.
- Responsible for meeting referral and sales goals.
- Responsible for meeting retention goals.
Westland Insurance Previously Island Savings a Division of First West Credit Union
Woodgrove/Cedar/Ladysmith/Chemainus
10.2012 - 05.2017
- Responsible for handling and maintaining a personal lines book of business as well as writing new homeowners, condo, tenants, rented dwelling and back up Autoplan.
- Responsible for meeting referral and sales goals.
- Responsible for meeting retention goals.
Wallace Street Branch
Hub International Barton Insurance Brokers
02.2011 - 10.2012
- Mobile Road Service agent. I completed Autoplan transactions at various dealerships in the Nanaimo, BC. I was responsible for meeting sales goals and selling multiple private insurance products.
Rutherford Branch
Hub International Barton Insurance Brokers
08.2010 - 02.2011
- Responsible for all mail and courier tasks.
- Responsible for ICBC and private Family auto renewal calls.
- Responsible for answering phones and providing answers to everyday questions with excellent customer service.
- Responsible for all Autoplan and travel insurance.
Education
IBABC CAIB 3 insurance program - undefined
05.2012
IBABC CAIB 2 insurance program - undefined
11.2011
IBABC Fundamentals of insurance program - undefined
09.2010
Graduate - undefined
Cedar Community Secondary School
01.2007
Skills
Strong risk assessment and coverage analysis skills to ensure appropriate protection and minimize exposure
Proficient in policy marketing, remarketing, and negotiating with underwriters to secure competitive terms
Manage a high-volume book of business while maintaining strong client retention rates
Provide proactive renewal reviews and risk management recommendations
Build long-term client relationships through trust, education, and solution-based advising
Languages
English
Elementary
Qualifications
- Level 2 License
- Over 15 years working with the customer service industry
- Always eager to learn
- Positive and upbeat personality
- Persistent and driven
- Passionate about expanding my career in the insurance industry
Timeline
Westland Insurance Previously First West Credit Union
07.2019 - Current
Westland Insurance Previously First West Credit Union
05.2017 - 01.2018
Westland Insurance Previously Island Savings a Division of First West Credit Union
10.2012 - 05.2017
Wallace Street Branch
Hub International Barton Insurance Brokers
02.2011 - 10.2012
Rutherford Branch
Hub International Barton Insurance Brokers
08.2010 - 02.2011
IBABC CAIB 3 insurance program - undefined
IBABC CAIB 2 insurance program - undefined
IBABC Fundamentals of insurance program - undefined
Graduate - undefined
Cedar Community Secondary School