Patty May

Patty May

Insurance Professional - Supervisor

Followers of Patty May404 followers
location of Patty MayCampbell River, British Columbia, Canada

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  • Timeline

  • About me

    Sussex Insurance - Regional Manager

  • Education

    • CAIB

      -
      Canadian Accredited Insurance Broker Designation
    • Carihi Senior Secondary

      -
      Graduated Grade 12 with Honors 12
    • Malaspina University College

      -
      Business Administration and Management, General
    • Malaspina University-College

      -
      Business Administration and Management, General
  • Experience

    • Hub International

      Aug 2007 - Nov 2012
      Insurance Professional - Supervisor
    • Sussex Insurance Agency

      May 2013 - now
      Branch Manager

       Meet and exceed established sales goals and revenue targets Maintain complete and detailed file notes for personal and commercial clients Prepare binders, insurance certificates, schedules as required for new & renewal business Assist new & existing clients, respond to all incoming client calls, handle and process all requests, obtain information from walk-in and phone-in clients Recognize cross sell opportunities and offer them to new and existing personal and commercial lines clients. Maintain an abeyance system for all open client/company transactions Review all policies when received to confirm accuracy All invoicing of personal lines and commercial lines policies and letters to clients Follow up on personal lines and commercial lines accounts receivables Monitor and track the progress/status of paper flow for new & renewal business Maintain individual and commercial client coverage checklists, obtain updated underwriting information Follow up on claims, keep producers updated, ensure all coverage questions are answered and directed appropriately Show less

    • Sussex Insurance Agency

      Mar 2024 - now
      Regional Manager
  • Licenses & Certifications

    • Canadian Accredited Insurance Broker Designation

  • Volunteer Experience

    • Campbell River Motorcross Association

      Issued by Concession Sales
      Concession SalesAssociated with Patty May
    • Food Preparation

      Issued by Salvation Army Soup Kitchen
      Salvation Army Soup KitchenAssociated with Patty May
    • Service Director

      Issued by Kin Canada on Oct 2019
      Kin CanadaAssociated with Patty May