Tracy Hooghiem
Registered Broker at The Merit Group Insurance Brokers Inc- Claim this Profile
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Topline Score
Bio
Credentials
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Associate, Customer Service (ACS)
Associate Customer Service (ACS) -
Associate, Insurance Agency Administration (AIAA)
Associate, Insurance Agency Administration (AIAA) -
Life and Accident & Sickness License
Life and Accident & Sickness License -
RIBO License
The Registered Insurance Brokers of Ontario -
TAM Experience
TAM Experience
Experience
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Registered Broker
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2004 - Present
• Knowledgeable in home, auto, business, commercial, life, disability, critical illness, and group benefits insurance• Process changes and issue policies on company portals to ensure clients are provided with the best available coverage• Skillfully and patiently explain coverage options to potential policyholders, answering anyquestions or concerns• Drive client retention by providing excellent customer service, including increasing savingsopportunities and identifying… • Knowledgeable in home, auto, business, commercial, life, disability, critical illness, and group benefits insurance• Process changes and issue policies on company portals to ensure clients are provided with the best available coverage• Skillfully and patiently explain coverage options to potential policyholders, answering anyquestions or concerns• Drive client retention by providing excellent customer service, including increasing savingsopportunities and identifying premium discounts• Receive underwriting approvals after accurately completing applications for insurancecoverage• Develop marketing initiatives, including newsletter and brochure content• Act as brand ambassador at trade shows and events Show more Show less
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Insurance Specialist
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1992 - 200412 years
• Cross-trained in several key areas including sales, customer service, office management, and payroll/employee benefit administration• Investigated and compared insurance policies, including life, disability, critical illness, and group benefits insurance to present to clients• Served as subject matter expert for non-standard coverage questions, life, disability, and critical illness insurance• Resolved routine and complex issues by performing detailed research• Collaborated… • Cross-trained in several key areas including sales, customer service, office management, and payroll/employee benefit administration• Investigated and compared insurance policies, including life, disability, critical illness, and group benefits insurance to present to clients• Served as subject matter expert for non-standard coverage questions, life, disability, and critical illness insurance• Resolved routine and complex issues by performing detailed research• Collaborated with carriers to resolve discrepancies in insurance payments• Provided leadership and training for new agents regarding industry best practices andcompany policies• Fostered relationships with customers to expand customer base and enhance loyalty andretention Show more Show less
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Education
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Sir Sandford Fleming College
Community
