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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
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

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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