Jessica White, CAIB Hons.
Account Executive at Wilson Insurance Ltd- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
-
Some French -
Topline Score
Bio
Credentials
-
Top CAIB Award
Insurance Brokers Association of New Brunswick
Experience
-
-
Account Executive
-
Jan 2020 - Present
-
-
Account Manager
-
Feb 2019 - Jan 2020
-
-
-
-
Sales And Service Specialist
-
May 2018 - Feb 2019
-
-
-
-
Territory Manager
-
Jan 2014 - Feb 2018
-
-
Personal Lines Account Manager
-
Nov 2012 - Jan 2014
-
-
-
-
Insurance Advisor
-
Feb 2012 - Nov 2012
Sales and Service Position- Personal and Commercial Lines- Home, Auto, Commercial, Travel Insurance, Liability, Seasonal Property, Recreational Vehicles- Quotes, Account Servicing, Prospecting- Need based Sales- Administrative duties
-
-
-
-
Financial Services Representative II
-
Apr 2010 - May 2011
- Retail (Branch) - Core Clients- Mortgages- Loans- Lines of Credit- Investments - Mutual Funds- Credit Cards - Bank accounts - Meeting with clients to discuss financial needs - Matching established client need to appropriate CIBC products and services. - Liaising with lawyers, commissioner of oaths and real estate agents to facilitate client requests- Signing legal documents- Account management (general day to day account inquiries for existing… - Retail (Branch) - Core Clients- Mortgages- Loans- Lines of Credit- Investments - Mutual Funds- Credit Cards - Bank accounts - Meeting with clients to discuss financial needs - Matching established client need to appropriate CIBC products and services. - Liaising with lawyers, commissioner of oaths and real estate agents to facilitate client requests- Signing legal documents- Account management (general day to day account inquiries for existing clients in relation to existing products and services - mortgages payouts, skipping loan payments, etc.)- General office administration duties such as filing, faxing, email, reviewing reports, answering phones, redirecting calls, greeting clients in person- Outbound proactive calls to existing clients to generate appointment bookings and sales- Supporting tellers by providing supervisor overrides Show more Show less
-
-
-
-
Sales and Service Representative
-
Jan 2008 - Mar 2010
US Banking- General Account Inquiries- Preliminary Credit evaluation- Sales- Offering relevant financial advice- Inbound Calls - Call center environment
-
-
Education
-
-
CAIB
-
-
Fundamentals of Insurance
-
-
NBCC Moncton Campus
Community
