Tamara Buchanan Email & Phone Number

Ontario, Canada

Thunder Bay, Ontario, Canada

•Effectively respond to day-to-day customer needs with an emphasis on sales and service•Provide a high level of customer service including educating clients on Brokerlink’s products and advising what product and features fit their particular needs•Develop and maintain customer relationships, and relationships within our community with related industries•Provide assistance and coaching to other members of our team regarding underwriting questions and system/program support•Develop and see through strategies at the beginning of each year to grow and maintain my personal book of business•Participate in local community marketing events•Maintain positive, energetic and cooperative attitude in the office

Ladysmith & Duncan Bc

•Effectively responded to day –to-day customer needs with an emphasis on sales and service while maintaining an advisory focus within my ability and experience•Provided a high level of customer service including education members on Island Savings products and services, policies and procedures•Developed and maintained customer relationships by uncovering needs and meeting them through available agency resources•Focused energy on performing any duty or service within my ability that would contribute to the overall success of the Agency Sales Plan•Performed supervisory duties as delegated by the Agency Manager and Branch Manager•Assumed responsibility for coaching others on job context, work methods, procedures, objectives and policies and set an example to other team members •Performed decision making in accordance with agency established procedures•Exercised independent judgment in selecting and interpreting information and resolving problems

Thunder Bay Ontario

•Counselled clients on needs identification, products explanation, benefits and recommendations•Conducted point of contact underwriting in all customer transactions•Provided accurate and organized records and documents for company auditors•Responded to and resolved client complaints

Chartered Insurance Professional Program, Insurance

Bachelor'S Degree