Customer Service Insurance
Resume:
CINDY SAMPLE
****-** ****** ** ***** 780-***-****
Edmonton, AB T6L 1M1 Cellular 780-***-****
SUMMARY: 25 years in general insurance, currently acting in the capacity of commercial new business producer.
o Overall accountability on new and existing revenue accounts. Accounts of various business and sized consisting of oil & gas section, transportation, contractors, directors & officers liability, errors & omissions liability, bonding.
o Self-starter, who is strategic in account planning and management by conducting a “needs analysis” for clients, reviewing existing policies for deficiencies in coverage/limits, explaining co-insurance and taking the opportunity to up sell, ask for referrals and deliver appropriate coverage.
o Client meetings with key decision makers, compile information necessary to generate a submission.
o Develop / update new and renewal submissions, send to markets & negotiate terms.
o Develop and manage underwriting relationships.
o Receive initial claim report from insured, send claim to insurer, liaison with insured and insurer on problem claims.
o Service the customer promptly and effective in a positional and professional manner.
o Organized, manage tasks in a timely and effective manner.
o Excellent communication skills – communicate effectively and build trust.
o Display professional conduct while following up on all customer complaints ensuring to overcome obstacles, obtain results to ensure customer satisfaction.
o Adaptable and innovative when responding to new information, changing conditions or unexpected obstacles.
o Team oriented by developing, maintaining and developing supportive collaborative work relationships.
EDUCATION:
o Level II license by The Alberta Insurance Act
o Completed CAIB designation, completion of 5 CIP courses
o Attend meetings, seminars and career development programs to maintain insurance license requirements.
EMPLOYMENT:
Aqua Insurance Brokers Ltd.
March 2010 – February 2012
o Commercial Producer
o Owner: Val Tappenden & Bev Yaremcio PH # 780-***-****
Klondike Insurance Brokers Ltd.
February 2009 – February 2010
o Commercial Producer
o Personal Lines Customer Service Representative
o Owner: Patti Blyth PH# 780-***-****
Relocation back to Alberta
February 2009
A&A Insurance Services
July 2008 – November 2008
o Commercial Producer
o Owner: Sally Reinhart PH # 307-***-****
Wyoming Financial Services
January 2008 – June 2008
o Commercial Producer
o Owner: Bob M.
Temporary Job Placement / Special Projects:
September 21, 2006 – July 15, 2007
MHK Insurance Inc.
March 15, 2004 –August 8, 2006
o Account Manager
o Office Manager: Ruby Lynn
TD Meloche Monnex
June 20, 2002 – March 10, 2004
o Call Center - Personal Lines & Small Commercial
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