Summary
Overview
Work History
Education
Skills
References
Leadership Experience
Communication Skills
References
Timeline
Generic

Tannis Morris

Abbotsford,Canada

Summary

Dynamic professional with proven organizational and communication skills, adept at enhancing office efficiency at Burn Rite Chimney Services. Successfully developed sales strategies at CST Consultants Inc., fostering client relationships and driving revenue growth. Recognized for leadership and independent work, consistently delivering results in fast-paced environments.

Overview

19
19
years of professional experience

Work History

Executive Assistant

Burn Rite Chimney Services
01.2020 - Current
  • Leveraged software to increase office efficiency
  • Managed daily invoices, report and quotations
  • Followed accounting and booking procedures to support audits
  • Created and maintained computer-based filing and organization systems for records (CRM)
  • Delivered optimal administrative, customer service and case management support
  • Generate marketing material using Canva for emails to potential new clients (i.e. property managers, restoration companies)

Sales Manager

CST Consultants Inc.
01.2014 - 12.2019
  • Prospected new clients by phone from a lead list
  • Established new accounts and serviced existing clients
  • Attended trade shows for in person engagement and network building
  • Developed sales plans, strategies and objectives to achieve team goals and revenue objectives
  • Tracked sales to generate reports for business development planning
  • Worked in Sales Force to manage database

Commercial Lines Underwriter

Intact Insurance
11.2005 - 12.2013
  • Hired as an Underwriter Assistant and promoted to Underwriter
  • Establish new relationships with brokers, manage existing, through phone, email and trade shows
  • Write new business according to company limits and protocols
  • Process endorsements within a timely manner
  • Oversee in house programs for golf hole in one policies and residential course of construction
  • Efficiency and communication were key

Education

Fundamentals of Insurance -

IBABC
01.2005

High School Diploma -

Queen Elizabeth Sec.
06.2003

Skills

  • Organizational skills
  • Time management
  • Communication skills
  • Interpersonal skills
  • Team leadership
  • Independent work

References

Available upon request.

Leadership Experience

Managed sales team of 3. Conducted weekly sales meetings to stay on track for meeting targets. Developed and executed onboarding material for new hires.

Communication Skills

Excellent written and verbal communication skills. Confident speaking voice; thorough pipeline management to maintain contact with leads to close.

References

References available upon request.

Timeline

Executive Assistant

Burn Rite Chimney Services
01.2020 - Current

Sales Manager

CST Consultants Inc.
01.2014 - 12.2019

Commercial Lines Underwriter

Intact Insurance
11.2005 - 12.2013

Fundamentals of Insurance -

IBABC

High School Diploma -

Queen Elizabeth Sec.

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Tannis Morris