VIVA YOUNG
RICHMOND HILL,ON
Summary
Accomplished Associate Insurance Agent with a proven track record at Co-operators General Insurance, adept in customer service and licensed insurance sales. Excelled in building client relationships and exceeding sales targets through expert knowledge and professionalism. Achieved significant client loyalty by prioritizing ethical advice and efficient policy management.
Overview
7
7
years of professional experience
Work History
Associate Insurance Agent
Co-operators General Insurance
Richmond Hill, ON
07.2023 - 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.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Associate Insurance Advisor
Ted Chan Insurance Agency (Co-operators)
Richmond Hill, ON
07.2017 - 07.2023
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Upsold additional products and services after identifying customer needs and requirements.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Education
Bachelor of Arts - Architecture Studies
University of Toronto
Toronto, ON06.2016
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Client Relations
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Associate Insurance Agent
Co-operators General Insurance
07.2023 - Current
Associate Insurance Advisor
Ted Chan Insurance Agency (Co-operators)
07.2017 - 07.2023
Bachelor of Arts - Architecture Studies
University of Toronto