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Client Care Professional

Calgary, AB, Canada
45,000 per year
October 22, 2019

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*** ********* ****** **

Calgary, AB

T2Z 3S6


Cellular: 587-***-****


Performance driven client care professional with more than 15 years of experience in sales & customer service. Career focus is on asset protection using available insurance products. PROFESSIONAL SKILLS

• Excellent at assessing client needs

• Proficient with computer software & quick to learn new applications

• Clear & concise communication skills

• Meticulous in ensuring client files are accurate & remain confidential

• Thrives in environments where working independently or as part of a team is encouraged

• Naturally talented at tactical plan development

• Creative problem solver


Insurance Broker Calgary, AB

Young & Haggis Insurance Sep 2018 to Dec 2018

• Used TAM as BMS, and Compuquote for home & auto quotes. Drafted policy renewal proposals for clients and sent them via email for signature. Rental Coordinator Calgary, AB

Alberta Construction Rentals Nov 2017 to Apr 2018

• Improved overall efficiency in production and accounting departments. Kept accurate records of fuel sales, ongoing rental charges, and new contracts. Estimator/Inventory Coordinator Calgary, AB

Meerkat Roofing May 2015 to Nov 2017

• Estimated amount of materials needed to complete roofing & siding projects. Improved efficiencies within warehouse, saving the company over $25,000 per year. Tax Expert(part-time) Calgary, AB

H & R Block Dec 2016 to Apr 2017

• Found unused deductions from previous years for clients, and recommended using deductions clients were unaware of to maximize return amounts. Fleet Coordinator Calgary, AB

Universal Ford Lincoln Mar 2014 to May 2015

• Prepared vehicles for pick up for corporate clients. Improved efficiencies in the fleet department by reducing average processing times from 2 months to 3 weeks. District Manager Calgary, AB

Alsco Services Sept 2013 to Mar 2014

• Conducted service quality surveys, performed annual contract renewals, processed contract revisions and cancellations. Ensured best service possible to clients. Location Manager - Downtown Calgary, AB

Budget Car Rental Mar 2013 to Sept 2013

• Provided team leadership by coaching staff to improve sales performance. Ensured vehicles were available for reservations. Payroll, scheduling, and sales incentives. Assistant Branch Manager Calgary, AB

Discount Car Rental Nov 2012 to Mar 2013

• Established a new location in the car rental market in Douglasdale. Prospected in the area to acquire new accounts. Built fleet up from 6 to 80 cars in a few months. Investment Advisor Vancouver, BC

League Investments Apr 2012 to Nov 2012

• Conducted KYC interviews over the phone and made investment recommendations. Insurance Broker Vancouver, BC

Canada Financial Dec 2011 to Apr 2012

• Formulated proactive strategies for risk protection and asset management. Film Technician Vancouver, BC

Pro Bono/Freelance May 2009 to Sep 2011

• Worked on numerous film projects and contest entries to build up portfolio. Film Student Vancouver, BC

Capilano University Sep 2007 to May 2009

• Studied film production from the writing of the script to final distribution. Received 2 bursaries, and was put on the Deans’ List for academic excellence. Rental Agent Vancouver, BC

Alamo/National Car Rental Oct 1999 to July 2007

• Gained customer service experience, and maintained status as one of the top 5 sales representatives at the counter, with one of the lowest complaint ratios. EDUCATION & TRAINING

• Level 2 General Insurance Certification 2018

IBAA - Insurance Brokers’ Association of Alberta

• Level 1 Insurance Certification 2018

Brian Spears Consulting Ltd.

• Life & Disability Insurance License(LLQP) 2018

Olivers’ Learning

• Film Diploma 2009

Capilano University

• High School Diploma 1990

River East High School

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