Experience

MHK Insurance - Independent Brokers, Since 1913

• Canada
• Insurance
• 1 - 100 Employee

• Client Executive - Personal Lines

  • 2020 - Present



Foster Park Brokers Inc.

• Canada
• Insurance
• 1 - 100 Employee

• Personal Insurance Advisor

  • Aug 2015 - Jul 2019

  •Providing information to customers in response to customer inquiries on products/services, converting a high percentage to new sales opportunities; •Analyzing customer inquiries by providing information on products/services; •Matching customer needs to insurance company’s products/services; •Meeting established sales and service targets; •Generating new business opportunities by recommending products/services where appropriate; •Up-selling or cross-selling products/services to existing clients; •Updating customer records on computer system; •Contacting other departments to obtain information requested by customers i.e. claims; •Resolving customer concern/complaints within authority limits; •Providing post sales customer service (i.e. policy changes; •Reviewing coverage(s) and recommends changes as necessary; •Maintaining quality controls, checks work for accuracy; •Managing accounts receivable; •Processing documents, including customer letters and invoices (as needed or directed) •Referring complex/difficult customer complaints/inquiries to team leader or supervisor; •Maintaining general knowledge and understanding of all personal property and auto insurance products/services; •Providing telephone coverage support (as directed); •Performing other related duties as required. Show less



Co-operators

• Canada
• Financial Services
• 700 & Above Employee

• Personal Insurance Advisor

  • Mar 2014 - Aug 2015

  • Determine clients’ insurance needs, make coverage recommendations and complete risk assessments. • Support the agency on operational results focusing on business development and profitable growth. • Provide great client service by engaging in my professional career development. • Apply a continuous-improvement approach to achieving superior client experience • Provides a superior client experience, connecting with clients through discovery to better understand needs and life events, providing advice on new insurance solutions and servicing of existing policies/renewals • Promotes Client First mindset by meeting clients when and where they want (ie: Home, Office, ect) • Contributes to a positive client experience in the store by working with their team to ensure there are always adequate resources to respond to walk in clients. • Provides existing clients with excellent advice and strong client experience necessary to retain their business at renewal and sell additional products Show less



HUB International

• United States
• Insurance
• 700 & Above Employee

• Account Manager

  • Jul 2012 - Jan 2014

  • Service client needs relating to the placements and management of personal lines accounts. • Manage carrier relationships and market process for appropriate coverage. • Prepare renewals and remarket if necessary. • Accept internal referrals, contact prospective clients and work up quotes for new business • Collect any outstanding premiums due to our office or our selected insurer's. • Service client needs relating to the placements and management of personal lines accounts. • Manage carrier relationships and market process for appropriate coverage. • Prepare renewals and remarket if necessary. • Accept internal referrals, contact prospective clients and work up quotes for new business • Collect any outstanding premiums due to our office or our selected insurer's.



Alberta Hotel & Lodging Association

• Canada
• Hospitality
• 1 - 100 Employee

• Office Assistant

  • Mar 2011 - Jul 2012

  • Managing online communities across a variety of channels (Website, Facebook, LinkedIn, and Twitter). • Ensuring consistent, effective presentation of messages that advance the AHLA brand. • Building relationships with and activating social influencers on behalf of the institution. • Managing online communities across a variety of channels (Website, Facebook, LinkedIn, and Twitter). • Ensuring consistent, effective presentation of messages that advance the AHLA brand. • Building relationships with and activating social influencers on behalf of the institution.



Labatt Breweries of Canada

• Beverage Manufacturing
• 700 & Above Employee

• Sales Representative

  • May 2010 - Jul 2011

  Working directly with a groups of Sales Reps in a particular district •Travelling to several bars, restaurants, and retail outlets on a daily basis and will be accountable for setting up Point-of-Sale materials in those locations to drive brand awareness of current promotions. •Supporting customer promotions, including building displays, ensuring all merchandising tools and promotional materials are being maximized through the account, and attending events when necessary. Working directly with a groups of Sales Reps in a particular district •Travelling to several bars, restaurants, and retail outlets on a daily basis and will be accountable for setting up Point-of-Sale materials in those locations to drive brand awareness of current promotions. •Supporting customer promotions, including building displays, ensuring all merchandising tools and promotional materials are being maximized through the account, and attending events when necessary.