Teresa Morrison
New Westminster,BC
Summary
Proven Insurance Advisor with a history at Westland Insurance Group, adept in client retention and policy renewals. Leveraged expertise in Insurance Quotes and Sales alongside exceptional customer service skills to enhance team performance and client satisfaction. Committed to maintaining up-to-date industry knowledge and licensing, ensuring high-quality advice and service delivery.
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
18
18
years of professional experience
Work History
Insurance Advisor
Westland Insurance Group
02.2018 - Current
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Maintained a high level of industry certifications and licenses, ensuring credibility and expertise when advising clients on insurance matters.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
Insurance Agent
Cafferky Gilding Insurance Brokers
08.2006 - 02.2018
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Greeted Customers in friendly manner and provided efficient service.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Assisted customers with completing insurance documents to avoid missed information.
- Professionally provided information about products and services.
- Advised customers on required information for claim submissions to progress applications.
- Participated in ongoing training sessions to remain current on industry developments and improve overall job performance.
- Modified, updated and processed existing policies.
- Processed and recorded new policies and claims.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Collected premiums and issued accurate receipts.
- Posted payments to accounts and maintained records.
- Generated, posted and attached information to claim files.
Education
High School Diploma -
King Edward College
Vancouver, BCInsurance Licencensing And Office Skills Specialis
Universal Learning Institute
Surrey, BC07.2006
Skills
- Level 1 Licensed Insurance Agent
- Power Broker
- WIES
- Acturis
- Personal Lines
- Auto insurance
- Insurance Quotes and Sales
- Insurance product knowledge
- Goal-oriented mindset
- Excellent Customer Service
- Client Retention
- Policy Knowledge
- Policy Renewals
- Upselling
- Client Relations
- Claims Information Gathering
- Claims reporting systems
- Customer follow-up
- Policy Changes
- Maintain Licensing Requirement
- Complete work accurately as part of a team or independently
- Willing to learn systems and procedures
- Organized, accurate, outgoing, friendly and approachable
Timeline
Insurance Advisor
Westland Insurance Group
02.2018 - Current
Insurance Agent
Cafferky Gilding Insurance Brokers
08.2006 - 02.2018
High School Diploma -
King Edward College
Insurance Licencensing And Office Skills Specialis
Universal Learning Institute
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