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Marion Wickstrom

 

Address: 324 Spruce Street

City: Cultus Lake

State: BC

Country: Canada

 
Phone: 604-824-0413
Cell: 604-316-6011
 

objective

Seeking a position requiring Insurance Consultation skills and Independent account management. This position should require a variety of tasks including accounts receivables, renewal retention, new business and marketing.

 

Work Experience

Independent Business Unit - Producer (06/06/2007 – Present)

I am currently a Commercial Insurance consultant in a very busy Independent Business Unit in Chilliwack BC.

Last Employer: Hub International Barton Insurance Brokers

Contact Person: N/A

Responsibilities: Renewals, New Business, Special Events, Budgets & Accounts Receivables

Accomplishments: Top new business sales monthly in the Independent Business Unit category. Maintains 98% retention quotas. Upsell renewals generating significantly higher revenues.

Skills

Independent time management, Organization, Leadership. Successful at building relationships with existing clients as well as new.

Computer Skills: Wordperfect, Excel, Sagitta, Outlook

Additional Information

Certifications or Licensures: I have successfully written CAIB 2 and am writing CAIB 3 in May 2010 to complete the level two license requirements. Currently have level one license.

Interests

I am very much involved with my community as a member of our Advertising committee as well as Community committee I consistently take the lead in projects such as:

Party in the park - a month long event in August which highlights the Downtown Chilliwack business improvement iniatives. 

Mertins grand opening - Organized a community venue to promote the Mertins & Hub Barton relationship. 

For the second year I am organizing a Team Building experience for the women within our company.  This consists of a weekend of appreciation and relationship building.