TANNIS ESTEY
Calgary,AB
Summary
I am hardworking and passionate, with strong communication skills eager to start a career as a private investigator. Prior knowledge in insurance will be beneficial to solving insurance fraud cases. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Skilled at compiling information and documentation.
Overview
24
24
years of professional experience
Work History
Senior Account Manager
Insureline Complete
10.2022 - 01.2024
- Manage a $2 million+ book of business
- Exceeded sales targets monthly
- Sell automobile, fire, property, marine, commercial and other types of insurance to clients
- Establish client insurance coverage, calculate premiums and establish method of payment
- Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
- Ensure appropriate forms, and other policy requirements are completed
- Monitor insurance claims and respond to clients' enquiries
- Identify and solicit potential clientele
Account Executive
Alpine Insurance
02.2021 - 09.2022
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Recorded accurate and efficient records in customer database.
- Acted as a financial advisor for insurance
- Underwriting of insurance policies
Business Development Agent
Allstate Insurance
10.2018 - 01.2021
- Prospecting to generate new business
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Developed business pipeline using cold and warm techniques.
- Implemented CRM systems for better tracking of leads and customer interactions, improving conversion rates.
National Business Account Manager
BWireless Communications Inc
06.2007 - 09.2018
- Achieved top sales in Calgary and Canada with several times throughout my career
- Top sales rep for bringing in new business
- Held the largest territory of accounts
- Achieved 75% growth of my accounts and territory since employment at BWireless
- Manage over 90 business / corporate accounts throughout Canada
- Outside Sales including; obtaining new business accounts, prepare or write proposals, customer meetings, negotiate counteroffers, handling sales from start to finish, closing, and technical / sales support
- Sales administration including; billing, inventory purchasing, receiving, order processing, customer relations, and deliveries
- Tasked with training and mentoring for new sales staff
- Managed and trained sales staff
Beer Promotions
Big Rock Brewery
02.2000 - 01.2011
- Represented Big Rock Brewery on live news broadcasts with A-Channel, CTV and in the newspaper
- Top promoter selling out beer displays within liquor stores
- Attended events, liquor stores and beer booths to represent Big Rock Brewery
- Setup displays and merchandising in aesthetically pleasing manner
- Collaborated with sales staff to identify target customers, promote products and increase sales.
Education
Private Investigator
License
02.2024
General Insurance Level 2
License
03.2023
General Insurance Level 1
License
11.2018
Business Management
SAIT
2008
Mount Royal College
1998
Skills
- Sales Expertise
- Exceptional Multitasking Skills
- Excellent Communication Skills
- B to B Sales
- Business Development
- Staff Management
- Customer Relations
- Risk Mitigation
- Information Documentation
- Revenue Retention
- Networking Skills
- Inventory Management
- Account and Territory Management
Volunteer Experience
Alberta Children’s hospital Foundation
08/2010 - current
- I am the mascot at the Alberta Children's hospital Foundation
- I have attended many events including RE/MAX Family Fun Day, the Hitmen Teddy Toss, Candy Cane Gala, Radiothon, DQ Miracle Treat Day and the Stampede Mini Parade
Cinderella Project
03/2016 - current
- find and fit underprivileged grad students into their perfect prom dress
- help to build confidence in young women
Leo Club
07/1989 - 09/1996
- was the vice president of the club
- organize, set up and attend community events for children
- run the club meetings
Timeline
Senior Account Manager
Insureline Complete
10.2022 - 01.2024
Account Executive
Alpine Insurance
02.2021 - 09.2022
Business Development Agent
Allstate Insurance
10.2018 - 01.2021
National Business Account Manager
BWireless Communications Inc
06.2007 - 09.2018
Beer Promotions
Big Rock Brewery
02.2000 - 01.2011
Private Investigator
License
General Insurance Level 2
License
General Insurance Level 1
License
Business Management
SAIT
Mount Royal College
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