Ally Farrell, CAIB

Personal Lines Team Lead at Apex Surety & Insurance Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Winnipeg, Manitoba, Canada, CA

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Credentials

  • IWS Certification
    Manitoba Public Insurance
    Sep, 2013
    - Nov, 2024
  • Commissioner for Oaths
    Government of Manitoba
  • Level 1 British Columbia Insurace License
    ICBC (Insurance Corporation of British Columbia)
  • Level 2 Alberta Insurance License
    Insurance Brokers Association of Alberta
  • Level 3 Manitoba Insurance License
    Insurance Brokers Association of Manitoba (IBAM)
  • Level 3 Saskatchewan Insurance License
    Insurance council of Saskatchewan

Experience

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Personal Lines Team Lead
      • Mar 2022 - Present

      Leadership and producing role for personal lines and small commercial lines. Leadership and producing role for personal lines and small commercial lines.

    • Client Solutions Manager
      • Oct 2021 - Mar 2022

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Business Insurance Advisor
      • Jun 2019 - Oct 2021

    • Team Lead
      • Oct 2019 - Jan 2021

    • Personal Lines CSR
      • Jan 2017 - Jun 2019

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Multi-Line Account Associate
      • Feb 2016 - Jan 2017

      As a Multi-Line Account Associate I assist HUB's four Multi-Lines Account Executives across all lines of business to prospective and existing clients. I am also responsible for obtaining opportunities to consider new business accounts, identifying client needs, educating clients on the organization's products and maintaining a high level skill with client relations. I work with sales channels to raise awareness of company offerings and initiate new business ventures in order to increase market share and meet company goals.

    • Personal Lines Advisor
      • Jul 2015 - Feb 2016

      Providing professional, accurate, efficient and courteous advice to all clients with respect to Autopac, Auto Extension, Travel Health, and Personal Insurance products while applying superior client relations skills and promoting HUB International’s image as a trusted advisor. Identify client needs and educate clients of other available insurance solutions.

    • Autopac Insurance Advisor
      • Sep 2013 - Jul 2015

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