Tabitha M. Email & Phone Number

Winnipeg, MB, CA

Winnipeg, Manitoba, Canada

First point of contact for Plan Administrators, Employees and Financial Advisors with Group insurance. Maintain professional business relationships with new, existing clients and insurers and help to manage an entire book of business.Prepare Benefit Consulants for client meetings (and attend in some cases), and follow through with action items in a timely.

Winnipeg, Manitoba, Canada

• Enhanced the advisor's effectiveness by providing information management support;
• Fostered and supported client relationships by liaising with clients, responding to requests and proactive problem solving;
• Opened accounts and managed documentation requirements;
• Processed and followed up on account opening, transfers and other type of requests;
• Handled incoming and outgoing phone calls with clients and respond to requests for information;
• Organized and coordinated meetings and conference calls;

Winnipeg, Manitoba, Canada

- Serviced the financial needs of clients and prospective clients, in partnership with the Advisors, coordinated their needs and helped resolve customer issues, concerns and/or problems promptly, as required.- Assisted Advisors with processing of new business, using insurance-provided systems, and following up on underwriting requirements. Handled all.

Winnipeg

• Assisted Regional Group Advisors with their renewals and clientele from all across Canada.
• Processed insurance illustrations in Group Insurance, Individual Insurance and Property & Casualty insurance - Home & Auto.
• Provided exceptional customer service to clients in a timely manner.
• Resolved claim issues and worked closely with the Claims Department to ensurecompletion.
• Prepared marketing documents for new insurance products.
• Prepared and presented proposal to Executives.