Experience

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  Capital Insurance Brokers

  • Edmonton, Canada Area

  • Insurance Broker

    • Jun 2019 - Present
    • Edmonton, Canada Area

    Personal home, auto and commercial insurance.

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  UW Insure Brokers

  • Edmonton

  • Insurance Broker

    • Aug 2018 - Jun 2019
    • Edmonton

    ● Management of a book of business with an emphasis on maintaining relationships, and servicing existing clients.● Educating and advising clients about UW Insure’s full suite of insurance products.● Provide customized personal insurance policies with an attention to detail on clientsspecific needs.● Sold and serviced property, casualty and commercial insurance as well as bonds.

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  Allstate

  • 2504 Guardian Rd NW, Edmonton AB T5T 1K8

  • Business Development Agent

    • Nov 2014 - Aug 2018
    • 2504 Guardian Rd NW, Edmonton AB T5T 1K8

    ● Actively prospecting to generate new business for personal home and auto insurance● Developing and maintaining relations with centers of influence and network of clients● Educating and advising consumers about Allstate’s suite of insurance products● Attend community and marketing events to grow and develop centers of influence.● Customized personal insurance policies having attention to detail on clients needs.

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  DNE Resources

  • Independent Commercial Energy Consultant

    • Nov 2013 - Oct 2014

    ● Attained top sales to become the top 10 energy consultant for the company● Provided quality customer care by establishing strong rapport in educating clients aboutpurchasing energy, fluctuations in the energy market and alternative energy sources● Researched and developed proposals designed specifically to suit the need of commercialbusinesses● Interviewed prospective clients to obtain data about their financial resources and needs

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  Intact

  • Property Claims Adjuster

    • Jan 2013 - Oct 2013

    ●Investigate and process insurance claims filed by policyholders.●Interview insureds and witnessess to gather information●Handle property claims involving damage to buildings and structures.●Verify insurance coverage ●Consult police records●Consult with construction workers, lawyers, engineers and jewellers to get expert evaluations●Examine photographs and statements●Record data and statements in report●Explain how claims process is handled.●Negotatiate with claimant to settle claim●Issue payout amounts●Develop action plan for claims

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  Canadian Direct Insurance Incorporated

  • Insurance Sales & Serivce Advisor

    • Mar 2012 - Dec 2012

    ● Identifying, closing, and documenting insurance sales.● Produce reports to help underwriters decide on terms for insurance policies.● Review existing clients' accounts to determine insurance needs, and make desired changes.● Answer clients' questions about the purposes, and details of insurance policies, and endorsements.● Gather and compile information from new and existing clients.● Meet Sales expectations and service call volumes.

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  CIBC

  • Customer Service Representative

    • Jan 2010 - Mar 2012

    ●Promote banking products and transaction services to meet clients needs.● Identify client needs and make quality referrals to colleagues.● Take ownership to client problems, and take steps to resolve them.● End of day balancing of cash and transaction entries● Protect client privacy● Branch Ambassador duties● Identify client needs and sales opportunities while processing transactions quickly and accurately.