Wendy McKinnon

Front line representative for residents and their visitors. Answer queries, problem solving, direct people when necessary, remind residents on activity details, meal order for delivery when required, set up for site tours, maintain administrative paperwork, answer telephone, wellness census etc.

• Customers come first. Spent time with each customer by phone, email or in person
• Review current policies, explained package, offered recommendations for clients comprehension.
• Managed Accounts receivable
• Developed existing accounts in addition to building my book of business.

• Similar in nature as description for most recent employment.

• Managed a personal lines department for a branch office. Duties included coaching, training, and ongoing staff support to aim in reaching Company financial goals as a team.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
• Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.

Started with Matthew and Associates in Peterborough, fresh out of school in 1976. As my career continued with M&A, they sold the Brokerage to Canada Brokerlink. My career involved many changes in position and duties, as well as location. This we can discuss.