Personal Insurance Claim Help: Excel Insurance Group Advocacy

Since 2012, I have been gaining knowledge in both Commercial and Personal Lines insurance. As an invaluable member of my team, I specialize in the administrative support of all things insurance. I’m the go-to-person for commissions, billing inquiries, and insurer procedures. I am very proud of the degree of knowledge that I have gained in the recent past, and I am pleased to get paid for something that I enjoy!

If I could use three words to describe my professional personality, I would say that I am conscientious, reliable, and receptive. On a personal note, my daughters are my pride and joy, and I truly enjoy spending time with them.

A seasoned expert in all things commercial, I have been in the insurance industry for over 15 years. I started my journey in insurance as a Word Processor in Calgary, and have pursued my passion for learning and taking on new challenges throughout my career path.

My team and clients know me as a persistent go-getter who has a keen eye for detail. I cannot walk away from my desk until I have found the insured coverage and provided top-notch customer service. During my personal time, I enjoy spending time with my family and enjoying the fresh outdoors.

I have been working in the insurance industry since 1994. I originally "fell" into insurance through a friend's referral. Over the years, I have gained expertise in both commercial and personal insurance. I am most motivated by giving my clients a peace of mind, using a dedicated, efficient, and prompt customer service approach. Furthermore, I enjoy solving the most complex insurance problems by thinking outside of the box. Outside of work, my sons are my biggest pride and joy in life.

Having spent more than twenty years in the industry, I have touched all aspects of insurance, in particular as they relate to property and casualty insurance. From commercial underwriting to risk analysis, loss prevention and brokering, I have developed a uniquely holistic perspective of the industry and our responsibilities as a broker. From this, I thrive on the delicate, intricate crafting of comprehensive risk management strategy for my clients, ultimately driving business strategy and higher profitability.

As a trusted, expert advisor, I work predominantly in and around areas that educate, lower risk, prevent losses, and manage the financial aspect of loss and loss prevention. Of significant importance to me is the notion of going beyond ‘insurance as business protection.’ I am most proud in knowing that my work helps protect more than revenue and operations but, as well, the people and the families behind the businesses I represent.

My clients know me for the quality found in the insurance programs I construct and, more importantly, for my availability, support and guidance when a loss occurs.

Following in the footsteps of my mother, I became a broker aspiring to maintain the same quality of service and care for clients that she routinely described as her passion. Beginning as a receptionist, I worked my way through the personal insurance department before making a mark with the commercial insurance team. With underwriting experience as well, I confront operational decisions and my administrative style with a global perspective on the industry.

Now working with our corporate head office, I act as both gatekeeper and leader, inspiring teams as they inspire me. A master of many skills, I am not particularly tied down to one specific area and routinely work on a wide variety of ongoing mandates. I love the rush of being busy and accomplishing anything that will help drive us closer to our objectives.

Oh, and I love to laugh.