Salma Karim Email & Phone Number

Burnaby, British Columbia, Canada

As a member of the Renewal Retention Team at Waypoint, I play a pivotal role in managing the renewal cycle for existing personal Insurance Policies while delivering exceptional customer service. This position requires a dedicated insurance insurance professional with a passion for client engagement and a consultative approach to selling waypoint products and services, particularly focusing on various forms of personal lines business.

Port Coquitlam, British Columbia, Canada

Port Coquitlam, British Columbia, Canada

ResponsibilitiesProvide excellent customer service to our clientsProvide renewal terms and optional quotes when requiredUpdate evaluators when necessaryProvide new quotes on all Personal Lines types of businessOffer additional products to provide Complete Customer PortfoliosKeep detailed notes on our Computer System at all times (Paperless Environment)Keep abeyances updated and currentAccounts Receivable

Burnaby, British Columbia, Canada

 Responsible for assisting walk in and telephone clients for with Auto, Travel &Personal Lines coverages Assisting clients can include but not limited to: answering questions, selling newpolicies, processing renewals, processing cancellations, premium collection,endorsements and any other duties the Branch Supervisor or Personal Lines Managersees fit in regards to the above lines of business. Stay abreast with ICBC and Private carrier rules, regulations and wordings Current Level 2 General Insurance Licence active and in good standing

Burnaby, British Columbia, Canada

Burnaby, B.C

-Handling Portfolios for Personal lines Clients, Renewing, Endorsing, and making changes to their Policies upon their request-Helping incoming clients with their Autoplan needs-Handling Account Receivables, and quoting new Businesses-Performing start and end of the day duties of opening and closing the office on time

Coquitlam, B.C

Coquitlam, B.C

Trained on the new ICBC Agency Manager System which is used to perform all transactions related to Automobile Insurance, completing manual transfer forms and Gift letters for a change of ownership, checking on inventory and log books to ensure plates and decals are logged, answering incoming calls pertaining to Auto insurance which includes quoting on the phone, Greeting clients as they enter the office to ensure they are helped in a timely manner, Reminder calls to sussex clients inviting them to come and renew their autoplan insurance, Mailing Renewal reminder letter.Quoting and selling all Travel Products on the request of each individual clients.Performing Closing Duties of the office at the end of each day.

Burnaby, B.C

Responsible for managing a book of business for Personal Lines clients. This included Condo, Tenant, Strata Policies, Travel, and course of construction.

Managed an assigned portfolio for Personal Lines products including Home, Condo, Boat, Travel, Tenants, Auto, and Medical Insurance.

Managing a Portfolio for Personal Lines Clients

Auto and Personal Lines

Canadian Accredited Insurance Brokers Program, General Insurance

Autoplan Basics for Brokers Program Identity Theft, AND Information Security and Privacy-2017 C12-Insurance on Property-CIP in Progress.

Bachelor Of Commerce (B.Com.), Business/Commerce, General

Activities and Societies: Students Council, Art and CultureBachelor Of Commerce