Experience

Western Coast Insurance Services

• Canada
• Insurance
• 1 - 100 Employee

• Personal Lines - Insurance Advisor

  • May 2022 - Present

  • Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments. • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations. • Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales. • Sought out new clientele through face-to-face contact, telephone conversations and email correspondence, • Provided quotes and promoted products for building, contents and vehicle insurance. Show less



BCAA

• Canada
• Insurance
• 700 & Above Employee

• Personal Lines - Insurance Advisor

  • Nov 2021 - Apr 2022

  • Explained features, advantages and disadvantages of various policies to promote insurance sales. • 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. • Appraised personal and real properties to determine correct levels of coverage for each policy. • Explained features, advantages and disadvantages of various policies to promote insurance sales. • 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. • Appraised personal and real properties to determine correct levels of coverage for each policy.



Wm. Anderson Agencies / Westland

• Burnaby, British Columbia, Canada

• Insurance Agent

  • Jun 2017 - Nov 2021

  • Explained features, advantages and disadvantages of various policies to promote insurance sales. • Provided quotes and promoted products for building, contents and vehicle insurance. • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations. • Explained features, advantages and disadvantages of various policies to promote insurance sales. • Provided quotes and promoted products for building, contents and vehicle insurance. • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.



Lee's Badminton Mississauga

• Mississauga, Ontario, Canada

• Customer Service Representative

  • Sep 2016 - Jun 2017