TRACEY HALE
Qualicum Beach,Canada
Summary
Dynamic insurance advisory professional with a proven track record of delivering reliable and impactful client solutions. Expertise in risk assessment, policy analysis, and exceptional customer service ensures precise alignment with client needs. Strong emphasis on team collaboration and adaptability to evolving circumstances drives consistent achievement of results. Adept at cultivating lasting client relationships while navigating complex insurance products and providing tailored advice that aligns with individual client goals.
Overview
34
34
years of professional experience
Work History
Insurance Advisor
Waypoint Insurance
Parksville, BC
01.2013 - Current
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Maintained high standards of customer service by building relationships with clients.
Assistant Manager/Animal Care Attendent 3
Parksville/Qualicum Beach SPCA
Parksville, B.C.
12.1991 - 01.2013
- Assist manager with general office work, and staffing issues. Over see and facilitate all animal welfare issues. Answer general inquires from the public, assist clients with concerns, approve low-income spay/neuter assistance applications and assist clients with adopting animals. Investigate cruelty complaints and respond to animals in distress. Clean cat rooms and attend to animal’s medical or emotional needs.
Education
Grade 12 Diploma -
Kwalikum Secondary School
Qualicum Beach, B.C.01.1986
Fundamentals of Insurance - undefined
Insurance Brokers of B.C.
Vancouver, B.C.06.2012
CAIB 2
Insurance Brokers Association of British Columbia
02-2015
CAIB 3
Insurance Brokers Association of British Columbia
05-2015
Skills
- Proficient in Microsoft Office software
- Goal-oriented mindset
- Underwriting principles
- Insurance products
- Customer service
- Licensed insurance agent
- Property insurance
- Quotes and sales
Timeline
Insurance Advisor
Waypoint Insurance
01.2013 - Current
Assistant Manager/Animal Care Attendent 3
Parksville/Qualicum Beach SPCA
12.1991 - 01.2013
Fundamentals of Insurance - undefined
Insurance Brokers of B.C.
Grade 12 Diploma -
Kwalikum Secondary School
CAIB 2
Insurance Brokers Association of British Columbia
CAIB 3
Insurance Brokers Association of British Columbia
Hobbies and Interests
Walking, reading, gardening and spending time with my family.
Training
- 1995 - Basic Marine Oil Spill Safety Training Course
- 1995 - Pet First Aid Course
- 1996 - Superhost Training Seminar
- 1997 - Fundamentals of Computers
- 1997 - Basic Critical Incident Stress Management Course
- 1998 – Bookkeeping
- 1999 – How to be a Better Communicator
- 2002 - Introduction to Animal Cruelty Investigations
- 2002 - Animal Welfare Certificate Program 171 - Advanced Level
- 2004 - Accredited DTA IV Assessor
- 2005 - Cruelty Investigators Training Workshop
- 2006 - Forensic Imaging Course