Waine Meyers
WESTLAND INSURANCE GROUP
Coquitlam,BC
1
Language
2027
Years of experience
5
years of post-secondary education
Results-driven insurance agent with long-standing experience in auto, home, tenant, RV, motorcycle, and pleasure craft coverage. Known for customer service, attention to detail, and clear communication. Consistently supports retention, cross-selling, and compliance through accurate policy handling and strong carrier coordination.
Work History
AUTO PLAN / PERSONAL LINES AGENT
6 Years 6 Months- Advised clients on personal auto, home, and tenant coverage options aligned with risk needs. Along w/ Recreational Vehicles/ Motorcycle, Pleasure Craft Policies.
- Quoted new and renewal business using insurance carrier platforms and comparative rating systems.
- Processed policy changes, endorsements, and cancellations with strong accuracy and turnaround time.
- Reviewed coverage details, exclusions, and limits to support informed client decisions.
- Coordinated with underwriters and carriers to resolve eligibility, pricing, and documentation issues.
- Maintained compliant policy records, application files, and customer correspondence in agency systems.
- Supported retention efforts by identifying gaps in coverage and recommending suitable policy adjustments.
- Enhanced team performance through regular training sessions focused on product knowledge, sales techniques, and customer service skills.
- Exceeded sales targets consistently by identifying cross-selling opportunities for additional products and services.
- Stayed current on industry trends and changes in insurance regulations, ensuring compliance and providing accurate information to clients.
- Developed targeted marketing strategies to attract new clients and expand the company's personal lines portfolio.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
- Analyzed risk factors to recommend appropriate coverage levels.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
CUSTOMER SERVICE & BROKER ENQUIRY REP.
9 Years 1 Month- Processed insurance transactions accurately using ICBC systems and broker service procedures.
- Assisted customers with policy changes, renewals, and coverage questions.
- Resolved routine broker inquiries while maintaining professional customer service.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Recorded supporting documentation for phone calls and written correspondence.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Utilized advanced technology tools to streamline operations and improve efficiency within the brokerage team.
- Assisted clients in navigating complex regulatory requirements related to investments, ensuring compliance with all applicable laws.
- Expanded brokerage offerings, integrating innovative financial instruments to meet diverse client needs.
- Enhanced brokerage reputation, consistently delivering exceptional client service and transparent communication.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Resolved routine service issues efficiently while maintaining professional communication and confidentiality.
- Assisted customers with claims-related questions and directed complex matters to appropriate departments.
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
- Updated job knowledge by participating in educational opportunities, reading professional publications, and maintaining personal networks.
- Managed escalated complaints with calm communication and effective problem resolution.
- Resolved customer inquiries with accurate product, account, and service information.
OWNER
- Directed daily agency operations, ensuring efficient client service and policy processing.
- Managed insurance sales activities, developing coverage solutions aligned with client needs.
- Oversaw underwriting submissions, applications, and renewal documentation for accuracy.
- Built carrier relationships to support quoting, binding, and policy placement.
- Supervised staff workflow, assigning priorities and maintaining service consistency.
- Advised clients on policy options, claims support, and risk management decisions.
- Managed day-to-day business operations.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Education
High School Diploma
- Completed professional development in ACCOUNTING
- ACCOUNTING
- ACCOUNTING
Skills
Goal-oriented focus
Underwriting principles
Insurance products
Teamwork and collaboration
Customer service
Problem-solving
Time management
Attention to detail
Multitasking
Reliability
Insurance client support
Organizational skills
Team collaboration
Insurance sales
Task prioritization
Customer follow-up
Active listening
Verbal and written communication
Client needs analysis
Self motivation
Product knowledge
Interpersonal skills
Goal setting
Professionalism
Auto insurance
Customer account review
Policy renewals
Client consultations
Policy Knowledge
Time management
Adaptability
Customer referrals
Personal lines sales
Professional demeanor
Client outreach strategies
Compliance knowledge
Claims information gathering
Industry regulations
Teamwork
Problem-solving abilities
Languages
English
Timeline
AUTO PLAN / PERSONAL LINES AGENT
WESTLAND INSURANCE GROUP
04.2020 - CurrentRead More
CUSTOMER SERVICE & BROKER ENQUIRY REP.
Insurance Corporation of BC (H.O. - N. Vancouver)
03.1989 - 04.1998Read More
COMO LAKE SR. SECONDARY
High School Diploma
09.1963 - 06.1968Read More
SELKIRK COLLEGE
from ACCOUNTING
Read More
OWNER
WMEYERS @ ASSOC. INS. AGENTS & BROKERS
1983 - 1989Read More