Vern Lunz
Summary
Experienced Life Insurance Specialist successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 29 years background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. . Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Insurance Specialist
Manulife Securities Insurance Inc.
09.2009 - 11.2023
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Streamlined policy management by regularly updating client information and tracking policy changes.
- Reduced claims processing time by effectively collaborating with adjusters, claimants, and internal departments.
- Increased sales revenue with persuasive presentations of insurance products tailored to clients'' needs.
- Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
- Collaborated closely with financial advisors to create comprehensive insurance strategies tailored to individual client goals.
Wholesaler
Manulife Financial
06.2006 - 09.2009
- Increased sales revenue by establishing strong relationships with key clients and providing exceptional customer service.
- Expanded customer base through targeted marketing strategies and attending industry events.
- Helped licenced advisor build their insurance revenues by tailoring insurance solutions for their clients through thorough needs analysis and implementation
- Completed thorough needs analysis and provided insurance solutions for implementation of insurance product.
Life Insurance Marketing Manager
Manulife Financial
08.2002 - 06.2006
- Increased Manulife brand awareness by developing and implementing strategic life insurance marketing campaigns.
- Improved customer loyalty by implementing effective email marketing campaigns and personalized offers.
- Developed relationships to garner more insurance sales from licenced advisors
- Developed specific case work to help licenced advisors implement life insurance solutions for their clients
- Managed underwriting processes to effectively implement insurance solutions.
Education
BBA - Marketing
Brock University
St. Catharines, ON04.1994
Skills
- Estate Planning
- Sales Proficiency
- Policy Analysis
- Interpersonal skills
- Professionalism
- Client relationship management
- Technical aptitude
- Regulatory compliance
- Insurance product knowledge
Certification
CFP
CLU
Life licenced across Canada
Timeline
Insurance Specialist
Manulife Securities Insurance Inc.
09.2009 - 11.2023
Wholesaler
Manulife Financial
06.2006 - 09.2009
Life Insurance Marketing Manager
Manulife Financial
08.2002 - 06.2006
BBA - Marketing
Brock University
CFP
CLU
Life licenced across Canada
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