Liz Hart

Experienced insurance professional with a proven track record in client relations and retention, specializing in generating detailed and tailored quotes to meet customer needs. Demonstrated ability to manage teams, develop sales strategies, and foster industry relationships. Eager to leverage expertise as an Insurance Advisor to support and grow with a new team.

INSURANCE ADVISOR - SELF EMPLOYED - London

(1986-07)

• Generated detailed quotes for prospective customers based on their requirements.
• Developed and maintained a portfolio of clients through networking and referrals
• Delivered outstanding customer service, addressing client inquiries and concerns promptly.
• Educated clients on the importance of life insurance and financial planning.
• Developed a Life Insurance Division for a General Insurance Broker.
• Worked with several small businesses to implement group benefit insurance for their employees.
• Attained the #2 position in Sales for Disability insurance in Southwestern Ontario.
• Conducted in-home and group presentations to provide detailed explanations of policy benefits to clients and families.

BRANCH MANAGER - CCI INSURANCE BROKERAGE - Brantford, ON

(2005-04 - 2007-03)

• Managed a team of agents, providing training and support when needed
• Monitored sales performance and created incentive programs
• Established relationships with industry professionals
• Facilitated communications between agents, underwriters and claims personnel