Whitney Richter Benson Email & Phone Number

Canada

Red Deer

My focus surrounds around Training, Resources, Advisory & Networking to align our team with our clients and our culture. Developing company brand and helping lead team towards achieving their ultimate personal brand. Formulating policy & procedure.Creating & implementing performance management.Supporting a culture of self management within our team. Communicate with department heads to discuss how their teams are functioning, where there is room for improvement and how we can obtain that. Recruit & constantly growing/building a team of dedicated Insurance Advisors to deliver the best risk advise & to enhance our clients lives and success. So each and every client experiences a positive, reassuring, calming, remarkable & innovative experience with each one of our insurance advisors. To continue to build our expertise so that our clients experience and success will deter any thoughts of wanting to be anywhere else. Providing our team with high level, cutting edge training programs in sales, leadership, operations & risk management that speed up the development and results our team members want. To deliver cutting edge insurance products, risk analysis systems, intellectual property and tools to provide unique insurance solutions. To spend time sharing, growing and supporting our to team & each other with ideas, writing business for each other, helping to create personal brands and ultimately to have each of us leave our own personal mark in our community. To help grow individual industry experts in a collaborative environment providing our clients with the right information and advice they need to make educated decisions.

Red Deer, Alberta

Providing my clients with leading-edge education and understanding of insurance to enhance their lives & protect their assets. Creating value for my clients by listening to their needs, asking great questions and being disciplined in my approach. Taking pride in a complete risk analysis of every unique exposure, providing education on what is and is not insured under a policy and providing solutions to prevent/mitigate loss.I am still a Level 2 licensed Insurance Advisor in Alberta, however, I do not manage or maintain a book of business.

Red Deer, Alberta

To be detail-oriented in order to allow me to keep up with the company expenditures, income, payroll and tax requirements. Maintain financial recordsDeposit funds from clientsMake payments to vendors Print payrollBalance bank accounts Issue expense account reimbursements Enter all financial transactions into PowerBroker Prepare reports, financials, auditing, accounting & tax documents on a monthly basis. Complete year end Meet with departments supervisors & management to discuss budget