Experience

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  Mckillop Insurance & Registry Services Inc

  • Processor

    • 2017 - Present

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  Western Financial Group

  • Canada
  • Insurance
  • 700 & Above Employee

  • Team Lead

    • Apr 2016 - Jan 2017

    o Training, coaching and mentoring a team within the branch.o Holding weekly team meetings and one on one sessions.o Managing existing customer relationships and prospecting new business. o Ensuring accuracy of all data entry of client information, invoicing and coverage selection.

  • Personal Lines Insurance Advisor

    • Jul 2013 - Jan 2017

    o Accepting, quoting and selling Insurance products.o Maintaining and continuing to grow book of business. o Conducting sales calls for new business and making timely renewal calls for existing customer business .o Processing changes to insurance policies and endorsements according to Western policy and procedure. o Prospect and up-sell when talking to public on all lines of business sold.o Liaising between client and external insurance companies to ensure fair and proper representation for both parties in a timely manner.

• 

  State Farm Insurance

  • Insurance Agent

    • Aug 2010 - Jul 2013

    o Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from new or existing policyholders, As well as the general public regarding insurance availability, eligibility, coverage’s, policy changes, transfers, claim submission, procedures and status, rates, billing clarification, payment plans and procedures and utilizing it as a basis for establishing a marketing opportunity. o Completing applications for all lines of insurance, including Automobile, Property, Liability, Commercial, Recreational vehicles, Disability, Critical Illness, Health & Dental and Life insurance. o Completing applications and issuing cheques for Vehicle Finance Loans. o Responsible for training new staff in every aspect of their specific position. o Responsible for managing and monitoring all Social Marketing tools utilized within the office. o Responsible for completing daily office reports. o Implement the agency’s marketing / sales plan and direct mail campaigns. o Contact current policyholders to generate sales appointments. o Conduct Needs based sales interviews in office with current policyholders. o Responsible for all Insurance and Financial Reviews with existing clients. o Meet customer service goals and assist with marketing goals.

• 

  Alberta Motor Association

  • Insurance Supervisor

    • Jun 2006 - Jan 2010

    I was responsible for supervising a staff of up to 90 employees. This included assisting agents with calls, processes, rules and regulations, customer service, underwriting, applications and any questions. For 2 years, in addition to my regular duties, I was also responsible for all in center Month End reporting and created several new reports to measure statistics within the call center. o Providing guidance and support to sales agents to ensure the attainment of their expected sales targets. o Monitor the sales agents delivery of services provided within the agency‘s established sales & service standards. o Participate in the preparation of the agency‘s sales and expense budgeting process. o Participate in the hiring, support and evaluation of staff for the agency. o Support sales manager with the administrative functions. o Assume the duties of the agency manager as circumstance require. o Handle client concerns effectively in a timely manner or accelerate to executive level as required. o Meet or exceed objectives for customer service expectations.