Tammy Brogden-Dick
Calgary,AB
Summary
Hardworking account manager with several years of experience working directly with clients. Enjoy maintaining relationships with existing clients by building trust, showing empathy and insurance knowledge. Handled many types of clients, including difficult situations and attending to all clients and their various needs.
Building my client base with referrals from existing clients is very important to me, as it shows their trust in me as their insurance broker. Providing great insurance service to my clients has always given me great pride and building a successful rapport with them.
Overview
36
36
years of professional experience
Work History
Account Manager
Brokerlink (acquired Bow Valley Insurance)
Calgary, Alberta
02.2022 - Current
- Generated quotes for customers based on individual requirements.
- Developed relationships with clients to ensure satisfaction and loyalty.
- Reviewed existing policies to determine if changes were necessary.
- Assessed customer needs and offered appropriate insurance products.
- Identified needs of customers promptly and efficiently.
- Renewed existing accounts by building relationships with clients.
- Resolved client issues and complaints in a timely and effective manner, ensuring client satisfaction with regard to coverage or service issues.
- Listened to customer needs to identify and recommend best products and services.
Account Manager
Bow Valley Insurance (acquired by Brokerlink)
Calgary, Alberta
09.2012 - 09.2022
- I serviced my own book of business and clients.
- Established a great rapport with my clients
- Developed relationships with clients to ensure satisfaction and loyalty.
- Maintained accurate records of policy information for clients.
- Generated quotes for customers based on individual requirements.
- Assessed customer needs and offered appropriate insurance products.
- Resolved customer complaints regarding coverage or service issues.
- Completed day-to-day duties accurately and efficiently.
- Identified needs of customers promptly and efficiently.
Account Manager
Bishop Morrow/Godfrey Morrow Insurance
Calgary, Alberta
04.1999 - 08.2012
- Developed relationships with clients to ensure satisfaction and loyalty.
- Maintained accurate records of client accounts and policy information.
- Generated quotes for customers based on individual requirements.
- Assessed customer needs and offered appropriate insurance products.
- Resolved customer complaints regarding coverage or service issues.
- Reviewed existing policies to determine if changes were necessary.
- Recognized by management for providing exceptional customer service.
- Completed day-to-day duties accurately and efficiently.
- i oversaw a small satelite office from September 1999 to September 2007, while maintaining my own book
- moved into the Commercial Department from September 2008 to August 2012
Account Manager
Canada Brokerlink (acquired Roan Insurance)
Calgary, AB
09.1996 - 03.1999
- Developed relationships with clients to ensure satisfaction and loyalty.
- Completed day-to-day duties accurately and efficiently.
- Identified needs of customers promptly and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Receptionist/Customer Service Representative
Roan Insurance (acquired by Canada Brokerlink)
Calgary, Alberta
09.1988 - 09.1996
- Monitored incoming calls, distributed messages appropriately and followed up on any unresolved issues.
- Answered, screened, and forwarded incoming phone calls while managing multi-line telephone systems.
- Verified client insurance coverage, updated records and created new accounts.
- Sorted incoming mail and directed to correct personnel each day.
- Handled mail distribution, including sorting and forwarding incoming mail and preparing outgoing mail.
- Greeted customers and visitors in a professional manner.
- Assisted clients with completing paperwork related to their insurance policy.
- Served visitors by greeting, welcoming and directing to appropriate personnel.
- started my career as a licenced broker - quoting - doing up new applications and servicing clients (1989)
Education
PROFESSIONAL ACCOMPLISHMENT
Skills
- Upsell opportunities
- Client rapport
- Account servicing
- Pride in servicing clients
- Client relationship building
- Customer satisfaction
Affiliations
- love spending time with my family
- reading
References
References available upon request.
Timeline
Account Manager
Brokerlink (acquired Bow Valley Insurance)
02.2022 - Current
Account Manager
Bow Valley Insurance (acquired by Brokerlink)
09.2012 - 09.2022
Account Manager
Bishop Morrow/Godfrey Morrow Insurance
04.1999 - 08.2012
Account Manager
Canada Brokerlink (acquired Roan Insurance)
09.1996 - 03.1999
Receptionist/Customer Service Representative
Roan Insurance (acquired by Canada Brokerlink)
09.1988 - 09.1996
PROFESSIONAL ACCOMPLISHMENT
Similar Profiles
Natasha MeisterNatasha Meister
Insurance Broker/Receptionist at BrokerLinkInsurance Broker/Receptionist at BrokerLink
Heather HodginsHeather Hodgins
Personal Lines Insurance Broker at BrokerlinkPersonal Lines Insurance Broker at Brokerlink
Shawna Garrison-LockhartShawna Garrison-Lockhart
Insurance Advisor VIP Client Services at BrokerlinkInsurance Advisor VIP Client Services at Brokerlink