Telephone: 647-***-****
B.A. (HONS), RIBO, CRM abost8@r.postjobfree.com
OBJECTIVE
To work with a company, where my property and casualty insurance experience, claims and risk management education may be fully utilized for a mutually beneficial business relationship
HIGHLIGHTS OF QUALIFICATION
Over 7 years of in depth personal lines insurance experience Excellent verbal and written communication, negotiation and problem solving skills Detail oriented, ability to work independently and on a teamExcellent customer service and sales skillsE xcellent administrative and organizational skillsProficiency in PC’s- Microsoft Office (Word, Excel, Access, PowerPoint) & WordPerfect,Strong keyboard skills (typing speed: 60 w.p.m. Shorthand speed 120 w.p.m.)Proficiency in Agency Manager (TAM)Portal experience in Aviva, Axa, Intact. RSA, Jecvo, Compu-Quote, PowerbrokerExperience managing VIP clients.
BROKER EXPERIENCE
WILLIS CANADA INC.
Client Service Advisor, Toronto, On 2011
Sell Personal lines products (home and auto) quote and bind all new business Provide service to existing clients, renewal of policy documents and policy changesService client needs, advise on insurance coverage and recommend solutionsResolve routine customer problems independently and efficientlyReview renewals for growth and retention of accounts.Monitor all client transactions and advise insurers of any changes to the insured’s policyEnsure no gaps in coverage exist and promote new products and cross-sellingEvaluate and market all potential clients, including proper underwriting of risk
ROYAL BANK OF CANADA GENERAL INSURANCE COMPANY 2007 – 2010
Licensed Insurance Advisor, Toronto, On
Sell Personal Lines insurance (auto & home) products in an inbound contact centerWrite new business by up selling/cross selling to clientsService existing clients, understand their needs and provide them with
Appropriate insurance solutionsClearly explain product feature and benefits and recommend coverageHandle telephone inquiries from policyholders regarding policy status with
Respect to billing, processing and claimsPresent client with alternatives that include new/improved insurance coverage
Based on clients needs
Resolve complaints and provide timely solutions
GROUP SERVICES INSURANCE BROKERS Dec 2003 – March 2006
Customer Service Representative
Review and analyze underwriting data to determine if risk meets Underwriting criteria, resolve various underwriting and technical issuesRollover complex home and auto policies from Traders General to NOVEXCalculate appropriate premiums, issue binders and invoices for new and renewal businessRequest for information and policy changes/endorsementsProvide claims investigation and claims administrationPrepare and issue renewal letters to clientsCreate and Maintain positive customer broker relationship
EDUCATION and training
B. A. in Business Administration (Honours) 2008
University of Toronto
(Program Evaluation)
Canadian Risk Management Certificate
University of Toronto – Continuing Education 2006
Registered Insurance Brokers of Ontario (RIBO) 2003
Executive Secretary Certificate 1996
Government Secretarial School
Office Management and Administration 1995
Management and Productivity Institute
REFERENCES AVAILABLE UPON REQUEST