Summary
Overview
Work History
Skills
Languages
Timeline
Generic

Tyler McIntyre

Quispamsis,NB

Summary

As a licensed insurance agent at TD Insurance Home & Auto, I excelled in client retention and needs analysis, fostering trust through exceptional customer service and professionalism. My adeptness in cross-selling and maintaining meticulous records contributed to surpassing sales targets, demonstrating a blend of analytical prowess and ethical client engagement.

Overview

14
14
years of professional experience

Work History

Insurance Agent

TD Insurance Home & Auto
11.2010 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Client needs analysis
  • Auto insurance
  • Client retention
  • Account management
  • Policy renewals
  • Risk mitigation

Languages

English
Native or Bilingual

Timeline

Insurance Agent

TD Insurance Home & Auto
11.2010 - Current
Tyler McIntyre