Accomplished Broker Service Representative at Seaborn Insurance Ltd, renowned for enhancing customer satisfaction through exceptional service and problem-solving. Demonstrated reliability and teamwork, ensuring compliance and accuracy in policy management and client interactions.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results.
Overview
18
18
years of professional experience
Work History
Broker Service Representative
Seaborn Insurance LTD
463 Main St N Moose Jaw, SK
07.2010 - Current
Managed customer inquiries, providing timely resolutions and enhancing customer satisfaction.
Coordinated policy renewals and new business, ensuring accuracy and compliance with regulatory standards.
Provided ongoing training to, fostering an environment of continuous learning and professional growth.
Analyzed client needs to recommend appropriate insurance solutions.
Improved client satisfaction by providing exceptional customer service and addressing their inquiries promptly.
Completed training programs to remain updated and further develop proficiency of important industry information.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Adhered to health and prescription insurance products, delivery systems, and claims systems.
Prepared contracts and related documentation according to insurance standards.
Handled escalated customer complaints with professionalism and empathy, resolving issues quickly while preserving client relationships.
Recorded supporting documentation for phone calls and written correspondence.
Conducted research to answer questions and handle issues using multiple systems and resources.
Developed strong relationships with clients, leading to a higher volume of repeat business and referrals.
Developed advanced product knowledge to share current information while generating and delivering products quotes.
Met with clients to understand their insurance needs.
Daily task consist of answering phone, emails, computer skills,
SGI Auto fund of issuing registration insurance
Banking Customer Service Representative
Royal Bank of Canada, RBC
Estevan , SK
05.2008 - 06.2010
Managed customer inquiries regarding account balances, transactions, and banking products.
Resolved complex customer issues through effective problem-solving techniques and communication skills.
Assisted in fraud prevention efforts by closely monitoring customer accounts and reporting suspicious activity as required.
Participated in regular training sessions to stay up-to-date on industry trends, regulatory changes, and product offerings.
Processed daily cash transactions accurately while adhering to security protocols, minimizing risk exposure for the bank and its customers.
Supported branch sales goals with effective cross-selling of banking products.
Enhanced customer satisfaction by providing prompt and accurate responses to inquiries regarding bank products and services.
Education
CAIB 1 - Insurance Broker
Insurance Broker CAIB 1
Humbolt, SK
09-2010
Skills
Goal-oriented mindset
Reliability
Organizational skills
Strong client report
Documentation expertise
Claims reporting systems
Follow-up skills
Trustworthiness
Teamwork
Customer service
Problem-solving
Time management
Attention to detail
Problem-solving abilities
Multitasking
Languages
English
Interests
Gardening
DIY and Home Improvement
Gym Workouts
Passionate about balancing physical health with mental and emotional wellness