TARA CAREY
Guelph,Ontario
Summary
I am a dedicated Customer Service Professional with over18 years’ experience. I have excellent communication and people skills. I am self-motivated and I excel in problem solving and trouble shooting.
Overview
28
28
years of professional experience
Work History
High Net Worth Account Manager
Magnes Group Insurance Company
02.2022 - Current
- Complete management and retention on a book of business, advising clients to ensure proper coverage
- Cross sell to obtain all business
- Prepare annual renewal reviews, holding client meetings to fully review
- Process portal changes where required
- Efficient in Epic
- Company knowledge in Chubb, Prestige, Ovation and Onyx
- Licenced in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Nova Scotia, Newfoundland and PEI
Personal Line Customer Service Broker- VIP
Cambridge Insurance Brokers- Brokerlink
09.2009 - 02.2022
- Providing professional customer care and service to the VIP Personal Lines Accounts through educating on products and resolving issues or complaints
- Collaborating with colleagues to ensure smooth delivery of service to clients
- Training and mentoring new staff members on the systems and processes as well as guide them through departmental workflow to ensure they can operate as efficiently as possible
- Communicating with underwriters to provide updated information on clients
- Reviewing policy renewals, endorsements, cancellations and rewrites
- Providing claim counselling to clients and, when required, work with them to find resolutions to their issues
- Maintaining a working knowledge of claims procedure and policy wordings
- Keeping up to date on online portals
- Other duties as assigned by Management
Personal Lines Insurance Advisor
Stevenson & Hunt Insurance Company
06.2009 - 09.2009
- Reviewing and processing endorsements, cancellations and renewals
- Answering all incoming phone calls
- Processing client payments
- Preparing weekly bank deposits
Personal Lines Customer Account Manager
Carter Insurance/Jones DesLauries
05.2006 - 03.2009
- Writing new business
- Building relationship with client’s to learn their needs
- Addressing client concerns through policy endorsements
- Reviewing client’s insurance requirements on an annual basis
- Processing policy renewals, endorsements and cancellations
- Taking note and reporting claims and following up on claims;
- Processing customer account payments
Health Claims Adjudicator
Equitable Life Insurance
06.2002 - 05.2006
- Assessing and processing health benefit claims
- Receiving incoming calls regarding claims
- Finding resolutions for client’s claim payments
Aesthetician
Various Spas & Salons
01.1997 - 01.2002
- Providing specialized skincare and beauty treatments while ensuring clients comfort and confidentiality
- Some specific treatments performed facial treatments, waxing, manicures and pedicures, etc
Education
CAIB1 &2 - undefined
Certificate of Aesthetics - undefined
OSSD - undefined
St. James High School
RIBO Licence - undefined
01.2006
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Client relationship management
- Customer satisfaction
- Relationship building
- Strategic planning
Languages
English
Professional Working
Timeline
High Net Worth Account Manager
Magnes Group Insurance Company
02.2022 - Current
Personal Line Customer Service Broker- VIP
Cambridge Insurance Brokers- Brokerlink
09.2009 - 02.2022
Personal Lines Insurance Advisor
Stevenson & Hunt Insurance Company
06.2009 - 09.2009
Personal Lines Customer Account Manager
Carter Insurance/Jones DesLauries
05.2006 - 03.2009
Health Claims Adjudicator
Equitable Life Insurance
06.2002 - 05.2006
Aesthetician
Various Spas & Salons
01.1997 - 01.2002
CAIB1 &2 - undefined
Certificate of Aesthetics - undefined
OSSD - undefined
St. James High School
RIBO Licence - undefined
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