Wendy Masse
St. Paul,AB
Summary
Started working at Mynam Insurance in January of 2014 as a receptionist and quickly went forward in getting my Level 1 General Insurance License in June 2015. Successful and seasoned Insurance Agent with expertise in providing wide range of quality insurance solutions. Possesses knowledge of insurance industry with experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and delivering outstanding service.
Overview
10
10
years of professional experience
Work History
Insurance Agent
BrokerLink
02.2023 - 04.2024
- 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.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Received and processed client payments.
- Provide client support through th claims process
Insurance Agent
Myrnam Insurance LTD
01.2014 - 01.2023
- 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.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Received and processed client payments.
- Provide client support through th claims process
- Answered phones, created clients and filed information in client files.
Education
Licensed Insurance Agent - General Insurance Level 1
Jane Davis General Level 1 Course
Edmonton, AB06.2015
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Auto and Home insurance
- Account Management
- Policy Changes
- Have all CE credits required for license renewal
- Proficient in using Applied Epic and Power Broker Management Programs
Languages
Timeline
Insurance Agent
BrokerLink
02.2023 - 04.2024
Insurance Agent
Myrnam Insurance LTD
01.2014 - 01.2023
Licensed Insurance Agent - General Insurance Level 1
Jane Davis General Level 1 Course
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