Deb Lane Email & Phone Number

Edmonton, Alberta, Canada

Edmonton, Ab

As an account executive, my role revolves around securing new business, meeting sales targets, and increasing the client base. * Quoting and writing new business in a timely manner.* Maintaining good relationships with existing clients in order to develop and follow up on exdates.* Meeting and exceeding my sales targets.* Developing great working relationships with Underwriters.

Spruce Grove, Ab

Successfully handled a renewal book of business. Provided exceptional customer and account development while acting as an insured's trusted advisor. Quoted and wrote new business as necessary. * Reviewed renewals and remarketed as necessary.* Mentored and provided advice for other brokers.* Wrote new business as required.

Stony Plain, Ab

Successfully managed a personal lines book of business. Provided outstanding customer service on a daily basis. Continuously met or exceeded my budget through account development and up selling, while at the same time keeping the clients best interests at heart. Held a retention rate of 96%, and my policies per client at 1.79.* Evaluated leads obtained through direct referrals.* Met with policyholders to address and resolve complaints.* Contributed ideas and offered… Show more Successfully managed a personal lines book of business. Provided outstanding customer service on a daily basis. Continuously met or exceeded my budget through account development and up selling, while at the same time keeping the clients best interests at heart. Held a retention rate of 96%, and my policies per client at 1.79.* Evaluated leads obtained through direct referrals.* Met with policyholders to address and resolve complaints.* Contributed ideas and offered constructive feedback at weekly sales and training meetings.* Calculated quotes and educated potential clients on insurance.* Mentored, trained and provide guidance and advise for brokers.* Encouraged and lead weekly Low Risk Practice.* Conducted daily Huddles.* Bi-weekly meetings with the Branch manager to discuss any issues with the companies or staff.* Special Projects assigned by management as necessary. Show less

Edmonton, Ab

Sold toys, stationary, and giftware to small towns and remote locations by phone and black and white photos only. Consistently hit and exceeded sales goals.* Developed and maintained long-term relationships small business entities.* Managed and recorded all leads from outbound telephone marketing.* Exceeded targeted sales goals by yearly.* Maintained friendly and professional customer interactions at all times.

Kelowna Bc

Worked for the Managing director of Operations and in conjunction with the Sales department. My function was to find lost and missing packages for VIP customers, and / or time sensitive material. * Investigated and resolved customer inquiries and complaints in an empathetic manner. * Adhered to all confidentiality requirements at all times.* Solved unresolved customer issues.* Effective liaison between customers and Sales departments.* Teamed up with Loss Prevention… Show more Worked for the Managing director of Operations and in conjunction with the Sales department. My function was to find lost and missing packages for VIP customers, and / or time sensitive material. * Investigated and resolved customer inquiries and complaints in an empathetic manner. * Adhered to all confidentiality requirements at all times.* Solved unresolved customer issues.* Effective liaison between customers and Sales departments.* Teamed up with Loss Prevention Manager when necessary.* Provided Orientation to New hires.* Taught Transportation of Dangerous Goods to warehouse staff and drivers. Show less

General Insurance Level 2, Insurance

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