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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