Mary Rowles

I am a mature, positive and hardworking individual, who always strives to achieve the highest standard possible at any given task. In my role as a Representative, I demonstrated the ability to work under intense pressure, admin & claims and services to clients from all backgrounds, handle client’s complaints and solve problematic situations as and when they arose.

Utilized document management system to organize company files, keeping up-to-date and easily accessible data.

• Notified clients of payment discrepancies through notices.

Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.

• Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
• Researched insurance plans to find good options for clients' needs.
• Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
• Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
• Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
• Notified clients of payment discrepancies through notices.

Currently working on my RE5 & NQ4