Insurance Broker Customer Service
Resume:
KEVIN PHILLIPS
Professional Summary
An aspiring sales professional currently holding both a LLQP, and General level 2 licenses. Over 15 years ofsalesexperience.Ihavebeenalifeinsurancebrokerforthepast4years,andcurrentlyaGeneralLevel 2,and RIBO broker.Adept at liaising with key clients,accounts and external business stakeholders to build rapport and drive retention.Ready to apply a demonstrated ability to streamline processes to increase efficiency.Focused on promoting compliance and productivity across multiple businesslines. Advanced knowledge ofapplyingtrendanalysis,tocreatevalueforcustomers,andprofitabilityforthe company.
Alberta Insurance Council
● Life License
● Accident & Sickness license
● General 1 Home and Auto license
● General 2 Commercial license
● RIBO
Skills & Abilities
Management
● Managed a family-owned department store for three years.Duties included:handling financial and purchasing transactions,supervising a minimum of 12 workers,organizing promotions, as well as wholesale management.
● Management promotions at Automaxx, Alberta Canabiz, and American Income Life. Sales
● Worked insalesforover15years.Managedadepartmentstore,havebeenanautomotive sales & lease consultant, credit specialist.
● Life insurance Advisor/Broker since September 2021.
● General insurance broker since 2023.
Communication/Leadership
● Promoted from agent to supervising agent with my first 1.5 months at American Income Life.
● The go to person for sales training, customer service, and compliance of new staff.
● Communicate well with others to make sure the task at hand is completedtothebestof everyone’scapabilities.Havebeenintheoilandgasindustryasawelltesterforoverthree years and have learned to interact well with other services and crews on location. INSURANCE EXPERIENCE
Insurance Broker HUB International
FEBRUARY 2024- MAY 2025
● Insurance broker for home, auto.
● Inbound call center
● Responded to clients by phone call, text or email. Insurance Broker Insurline Verifive
MARCH 2023 - FEBRUARY 2024
● Insurance broker for home, auto, And Commercial.
● Responded promptly to customer service calls and inquiries from a diverse group of individuals.
● Generate leads,and set appointments to answer customer inquiries from a diverse group of individuals .
● Maintained a high level of communication and marketingskillsbyparticipatinginprofessional activities.
● Completed research to thoroughly understand the client’s requirements.
● Determine clients' needs by monitoring trends and industry developments.
● Evaluates and identifies opportunities to drive process improvements,positively impact customer experience.
● Learned and applied sales techniques to achieve marketing goals for outreach.
● Leveraged software to create or format proposals, presentations, and correspondence.
● Employed multimodal delivery methods to communicate with and target a diverse audience.
● Delivered excellent service via inbound and outbound calling efforts,meeting established minimum targets.
● Established organizational vision and developed strategies to achieve sales. Insurance Broker Experior Financial
JANUARY 2023 - FEBRUARY 2024
● Insurance broker for Life, A&S, Travel, Benefits, and Investments.
● Responded promptly to customer service calls and inquiries from a diverse group of individuals.
● Generate leads,and set appointments to answer customer inquiries from a diverse group of individuals .
● Maintained a high level of communication and marketingskillsbyparticipatinginprofessional activities.
● Completed research to thoroughly understand the client’s requirements.
● Determine clients' needs by monitoring trends and industry developments.
● Evaluates and identifies opportunities to drive process improvements,positively impact customer experience.
● Learned and applied sales techniques to achieve marketing goals for outreach.
● Leveraged software to create or format proposals, presentations, and correspondence.
● Employed multimodal delivery methods to communicate with and target a diverse audience.
● Delivered excellent service via inbound and outbound calling efforts,meeting established minimum targets.
● Established organizational vision and developed strategies to achieve sales. SUPERVISING AGENT AMERICAN INCOME LIFE
SEPTEMBER 2021 – JANUARY 2023
● Promoted to supervising agent within my first month as a released agent by making 12sales with over $10K ALP.
● Observed performance of agents and provided feedback when needed.
● Monitored agents to comply with AlL's performance standards and policies.
● Responded promptly to customer service calls and inquiries from diverse groups of individuals.
● Maintained ahighlevelofcommunicationsandmarketingskillsbyparticipatinginprofessional activities.
● Completed research to thoroughly understand client requirements.
● Determined client needs by monitoring trends and industry developments.
● Evaluated and identified opportunities to drive process improvements,positively impacting customer experience.
● Learned and applied sales techniques to achieve marketing goals for outreach.
● Leveraged software to create or format proposals, presentations, and correspondence.
● Employed multimodal delivery methods to communicate with and target diverse audiences.
● Delivered excellent service via inbound and outbound calling efforts,meeting established minimum targets.
● Established organizational vision and developed strategies to achieve sales INSURANCE BROKER LUNDGREN & YOUNG INSURANCE
APRIL 2015-JUNE 2016
● Insurance broker for home, auto, and travel insurance. Sales, Operations, and Management Experience
OPERATIONS MANAGER/MASTER GROWER ALBERTA CANABIZ 2016-2020
● Establishedorganizationalvisionanddevelopedstrategiestoachievesalesandcustomerservice goals.
● Mitigated risk by promotingregulatorycomplianceforrepresentativelicensingandcontracting protocol.
● Liaised with buyers and sellers to coordinate statements, payment schedules and cost analyses.
● Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
● Assistedexecutiveleadersindecision-makingprocessesbycreatingdailyreportsandsuggesting areas for development
● Aligned operational boundaries between processes and production demands.
● Contributed to development and evaluation of service level agreements that complied with established operational parameters.
● Established work priorities to meet contractual obligations for schedule and installations.
● Managed daily operations, including supervising multiple team members.
● Maximized transition efficiency and planned and executed physical relocation,including floor plans, furnishings, and wiring placement.
● Reduced process lags and effectively trained team members on best practices and protocol.
● Used my experience,and contacts from the automotive sales to quicklygetgoingandsubmit apps.
FINANCE MANAGER/INTERNET SALES MANAGER AUTOMAXX
FEBRUARY2018–AUGUST 2019
● Qualified clients and addressed specific needs to determine financial capabilities.
● Joined forces with sales managers and sales consultants to create a positive atmosphere, resulting in maximum profitability and customer satisfaction.
● Researched and analyzed market trends to meet short- and long-term corporate goals.
● Hiredandsupervisedsalesconsultantsforoptimalproductivitywhileadoptingtrainingprograms to educate personnel on best practices and protocols.
● Approved and qualified applications for financing,closed sales contracts and cross-sold insurance products.
● Networked within communities to identify and capitalize on business opportunities.
● Initiated growth opportunities by collaborating with General Managers to develop marketing strategies aligned with current trends, new item innovation and brand-specific sales.
● Mitigated regulatory risks by structuring loan submissions using financial need and investor compliance standards.
● Inspected client financial reports and implemented comprehensive systems to align with customer needs and boost sales.
● Managed complex client requests that solved users' needs with reliability and performance.
● Explainedandemphasizedbenefitsofdealerfinancinginlieuofcashpaymentsorcreditunion financing to boost revenue by 40%.
● Sold service contracts,insurance and after-market products while continually tracking sales, developing goals and pitching new products, resulting in 60% increased revenue. SALES & LEASE CONSULTANT KIPP SCOTT GMC CADILLAC
MARCH 2013-APRIL 2015
● Listenandgatherinformationoncustomers’needstoprovideafun,pressurefreeexperience.As well as excellent customer service.Prospect and contact new and existing customers via telephone and email.
● Joined forces with sales managers and sales consultants to create a positive atmosphere, resulting in maximum profitability and customer satisfaction.
● Researched and analyzed market trends to meet short- and long-term corporate goals.
● Networked within communities to identify and capitalize on business opportunities.
● Managed complex client requests that solved users' needs with reliability and performance.
● Magnified brand awareness by compiling consumer information and market trends to mold marketing approaches accordingly.
● Initiated growth opportunities by collaborating with General Managers to develop marketing strategies aligned with current trends, new item innovation and brand-specific sales.
● I quickly became a Cadillac specialist and go to consultant by managers and owner.Educated customers and sales staff on benefits of leasing programs. Trained new consultants.
● Up sell accessories, warranties, and protection packages.
● Won weekly cash bonuses for sales volume or selling specific items. SALES & LEASE CONSULTANT M.G.M. FORD
MARCH2012 – MARCH 2013
● Listenandgatherinformationoncustomers’needstoprovideafun,pressurefreeexperience.As well as excellent customer service.Prospect and contact new and existing customers via telephone and email.
● Joined forces with sales managers and sales consultants to create a positive atmosphere, resulting in maximum profitability and customer satisfaction.
● Researched and analyzed market trends to meet short- and long-term corporate goals.
● Networked within communities to identify and capitalize on business opportunities.
● Managed complex client requests that solved users' needs with reliability and performance.
● Magnified brand awareness by compiling consumer information and market trends to mold marketing approaches accordingly.
● Initiated growth opportunities by collaborating with General Managers to develop marketing strategies aligned with current trends, new item innovation and brand-specific sales.
● Won weekly cash bonuses for sales volume or selling specific items.
● Up sell accessories,warranties,and protection packages.With a bigger selection ofproducts, and learning about the leasing programs,Iwasabletoexpandmyregularcustomerbase,and help fleet customers.
SALES CONSULTANT GORD SCOTT NISSAN
SEPTEMBER 2010 – OCTOBER 2011
● Listenandgatherinformationoncustomers’needstoprovideafun,pressurefreeexperience.As well as excellent customer service.Prospect and contact new and existing customers via telephone and email.
● Joined forces with sales managers and sales consultants to create a positive atmosphere, resulting in maximum profitability and customer satisfaction.
● Researched and analyzed market trends to meet short- and long-term corporate goals.
● Networked within communities to identify and capitalize on business opportunities.
● Managed complex client requests that solved users' needs with reliability and performance.
● Magnified brand awareness by compiling consumer information and market trends to mold marketing approaches accordingly.
● Initiated growth opportunities by collaborating with General Managers to develop marketing strategies aligned with current trends, new item innovation and brand-specific sales.
● Won weekly cash bonuses for sales volume or selling specific items.
● Up sell accessories, warranties, and protection packages. Education
● Lindsay Thurber High School
● Red Deer College - Business Accounting, Administration, Marketing & Management
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