Excited to embark on a new chapter as an Insurance Broker at CRS Merrill Insurance! I bring a passion for delivering top-notch client service and a keen eye for identifying tailored insurance solutions. With a focus on optimizing customer satisfaction and operational efficiency, I look forward to bringing a friendly and outgoing strategies to drive success in this dynamic role. Let's connect and explore how I can contribute to your insurance needs!

Utilized industry software tools such as Epic, ARS, and Company portals. Assessed customer needs and provided appropriate insurance advice regarding coverage options, policy limits, and changes.Identified opportunities to cross-sell products and services to customers while maintaining company goals and targets.Prepared quotes for prospective customers based on their individual needs.

Answered and directed incoming calls using multi-line telephone system. Updated and recorded customer or client information to maintain accounts.Performed various accounts receivable functions, handled cash receipts posting, updated cash flow reports and handled chargebacks and write-offs.Generated, mailed and monitored invoices.Processed invoice payments and recorded information in account database.

While working at the largest barbershop in Canada, I gained experience in a fast-paced, high-intensity work environment.Backed by experience and training I was able to Respond to customer inquiries by phone, email and in person. Resolved customer’s concerns with a knowledgeable and professional approach.Helped company sales and customers find specific products, answered questions and offered product advice.Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.