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Insurance representative resume oct 2016
1. Betty Chinn
71 Macrill Road
Markham, Ontario, L6C 1W5
Home Phone (905) 887-0642; Mobile Phone (647) 972-1887
E-mail Address: bettychinn@gmail.com
OBJECTIVE
To provide top quality customer experience and sustain efficiency and effectiveness as an Insurance
advisor to my future employer.
SKILLS
Licensed to sell home, auto, travel and life insurance (just renewed in Oct 2016)
Proactive in identifying sales opportunities
Well developed communication and interpersonal skills
Expand sales accountability and to cross-sell additional services whenever possible
Highly entrepreneurial with high closing rate
Very independent and highly organized
Self motivated and the ability to manage subordinates
Willing to take ownership of client’s problems and develop satisfactory solutions
Superior time management and motivation skills
Adaptable and able to work with minimal supervision
Good written and spoken English, Cantonese and working knowledge of Mandarin
EDUCATION
Graduate of Seneca College’s Office Administration – Legal Assistant Program (Hons)
WORK HISTORY
State Farm – Insurance Representative (Jul 2016 – Present)
Completed all auto, fire and life training for State Farm
Licensed to sell auto, fire and waiting to get approval from State Farm to sell life
Prospect new and existing clients and provide quote on auto, fire and cross sell life insurance
Provide service to existing and new clients
Cross-sell products whenever possible
My goal is to assist clients with their insurance needs and I felt good to be able to offer professional advice
to them.
RBC Insurance (Finch & McCowan Branch) – Insurance Advisor (Sep 2010 – 10 June 2016)
Prospect clients and cross-sell products whenever possible
Understand client’s concern and offer satisfactory resolution
Ensure each customer’s experience is consistent with company’s service standard
Devise action plan on retention strategies
Betty Chinn 2016 October Resume Page 1
2. RBC Insurance (Finch & McCowan Branch) – Insurance Advisor (Sep 2010 – 10 June 2016) (cont’d)
Co-ordinate and manage customer appointment schedule
Follow underwriting rules and produce weekly statistics and set goals for the weekly quota
Conduct analysis of information and submit to management
Perform administrative duties as needed.
RBC Insurance (Leslieville Branch) – Customer Assistance Officer (Sep 2009 to Aug 2010)
Recognized by Branch Manager for success in achieving pre-booked appointments
Awarded a bonus for outstanding performance at the end of six-month contract
Clients made compliments for serving them well and identifying their needs
Generated non-standardized sales reports for the Branch Manager
Maximized Insurance Advisors’ output by following up on any outstanding leads
Part-time Sales Merchandiser – Match Marketing (May 2007–Sep 2009)
One of the top 15 top Tassimo Brewer sales representative and was awarded a free $200 brewer.
Record owner for selling the most Mott’s Garden Cocktail (97 bottles) in a 4-hour shift
Tassimo Ambassador at the Gala Evening at Bay (by invitation only)
Part-time Radio Program Coordinator: Showers of Blessing Evangelistic Ministry (Jun – Dec 2006)
Delegated by management to present to the Board of Directors for 2007 budget approval
Negotiated with Apple and successfully got a good discount for $30,000 equipment upgrades
Acted as coordinator for the new Web Radio Project (from inception)
Developed a centralized music CD library
Prepared 06 and 07 Web Radio Budget for Manager’s approval
Legal Secretary: Community Legal Clinic of York Region (Feb 2003-Jun 2006)
Assumed some of the Office Manager duties after the resignation of the Office Manager
Prepared monthly and quarterly statistical reports for the Board
Screened and performed in-take procedures for new clients
Introduced Excel as the database for mailing lists
Drafted simple legal correspondence and act as Commissioner for Oaths
Kept hearing dates and ticklers up-to-date
VOLUNTEER EXPERIENCE
Far East Broadcasting Canada
Assistant Volunteer Coordinator – Independent Living Residences for the Deafblind of Ontario
Scouts Leader and Cubs Leader - Scouts Canada