Sherry Ross
Calgary
Summary
A certified insurance broker with 10 years of experience in Personal Lines and 2 years in Small Commercial Line. Bachelor Degree in Science with a Major in Actuarial Science. Skilled within the platforms for Epic, Compu-Quote, Power Broker and multiple Insurer's portal.
Overview
13
13
years of professional experience
3
3
Certification
Work History
Commercial Insurance Executor Associate
Acera Insurance
03.2023 - Current
- Access Business Needs, including letting the business owner understand the coverage/ risks the business faces, including property, liability or vehicle -related risks
- Reviewing the renewals of the existing files, ensuring to obtain a full detail of the client's business, recommend coverage accordingly. Such as CGL, Prop, E&O, D&O, event, or coverage such as installation floater, business interruption, among others.
- Upsale from existing clients, Preparing submission to shop with multiple markets, help to tailor policies, adjusting limits, deductible and riders to fit the business needs. Explain policy term, conditions and exclusions to ensure the business owner fully understands what is covered and what is not.
- Assisting with claims, ensuring a smooth communication between insurance company and business owners.
- maintaiing relationship, providing ongoing support, reviewing policies periodically to adjust coverae as business grow or changes.
Personal Line Insurance Advisor
Acera Insurance
10.2018 - 03.2023
- Experience in selling various types of insurance policies to both businesses and individuals on behalf of several insurance companies
- Specializing in Auto, Property and Motorcycle
- Also, the addition of specialized policies such as Marine, Farm, and Event Liability
- Maintaining a smooth interaction with the client both electronically or over the phone
- Ensuring that all questions or changes are processed correctly, in a timely matter
- Reported policy changes and company conditions affecting customer satisfaction
- Knowledge in monitoring insurance claims to ensure they are settled equally for both the client and the insurer
Commercial Lines Broker Assistant
Blue Circle Insurance
05.2016 - 10.2016
- Servicing personal lines policies for commercial clients
- Issue certificates for Commercial General Liability Policy
- Selling and servicing Commercial Auto
- Collect information needed for Commercial General Liability Quote on the agent's behalf
Personal Line Insurance Advisor
Blue Circle Insurance
05.2014 - 10.2018
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Resolved claims disputes efficiently by liaising between clients and insurance companies, maintaining high levels of customer satisfaction.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Broker Assistant
Alan Waters Insurance
05.2012 - 08.2012
- Data Entry with regards to claim processing, and memos from the insurer
- Processing, preparing and submitting applications and related documents to various insurance carriers
- Reaching out to multiple clients daily on the Broker's behalf to maintain retention by updating policies, processing payments, facilitating registered letters, and collecting additional information needed by insurers
- Proficient in processing endorsements within various insurance carriers portals
Education
Bachelor Degree - Actuarial Science
University of Calgary
08.2013
Skills
- Proficient in Epic
- Proficient in Power Broker
- Proficient in Compu-Quote
- Skilled in Personal Home coverage
- Skilled in Auto coverage
- Skilled in Commercial Property, Liability, Directer & Officer, Error & Omission Coverage, Event Policies
- Knowledgeable in underwriting guidelines
- Skilled in time management
- Detail-oriented
Certification
Alberta General Insurance Level 2
CAIB
BC Insurance License
Languages
English
Proficient
C2
Mandarin
Proficient
C2
Cantonese
Proficient
C2
References
Robyn Booth Caroline Gould
587-897-1677 403-296-2438
rlbooth86@gmail.com caroline.gould@acera.ca
Gallagher Insurnace Acera Insurance
Timeline
Commercial Insurance Executor Associate
Acera Insurance
03.2023 - Current
Personal Line Insurance Advisor
Acera Insurance
10.2018 - 03.2023
Commercial Lines Broker Assistant
Blue Circle Insurance
05.2016 - 10.2016
Personal Line Insurance Advisor
Blue Circle Insurance
05.2014 - 10.2018
Broker Assistant
Alan Waters Insurance
05.2012 - 08.2012
Bachelor Degree - Actuarial Science
University of Calgary
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