1. Jacob Hoffman
11791-80AAvenue, Delta, BC, V4C-1Z1 (604)-341-7314 jacobhoffman@telus.net
Profile
With exceptional organizational abilities and exemplary examining and compiling skills while meeting multiple
demands under tightdeadlines,a highly motivated insurance professional with more than 10 years experience is
excited aboutan underwriting position to enhance your customer service and increase results.
Professional Memberships
Member, Insurance Brokers Association of BC, Vancouver, BC, 2004 - 2015
Core Skills
Organizing
Negotiating
Evaluating
Investigating
Leadership
Problem Solving
Analyzing
Planning
Microsoft Outlook, Word, Excel
Professional Experience
Commercial Insurance Producer
Meier Insurance Agencies Ltd., New Westminster,BC 2013 - 2014
A Lower Mainland insurance brokerage specializing in auto coverage and seeking to expand their property and
casualty lines
 Compiled and evaluated a listof current clientrelationships to sell commercial insurance which expanded the
book of business by$100,000 in 1 year
 Analyzed and investigated the existing commercial insurance clients for accountgrowth and expanded services
 Reviewed and examined all the commercial insurance files to ensure all information was currentand free of
errors which helped the brokerage obtain a better broker insurance rating
 Developed and compiled a complete renewal strategyfor review and remarketing ofall Commercial clients,
including all customer correspondence,as well as new and existing client checklists thatensured a consistent,
error free process
 Educated and mentored managementand co-workers to further their knowledge ofcommercial insurance
including computer training ofthe various markets and their online systems
Senior Commercial Insurance Advisor:
Goldkey Insurance Services/HUD Insurance,Surrey, BC 2012 - 2013
An Insurance brokerage thatoffers hard to place coverage
 Leadership and tutoring ofco-workers to provide education and training to further their knowledge and provide
advice
 Reviewed and examined existing commercial clientpolicies to find and correct existing errors
 Negotiated with insurance companies on existing policyerrors and at risk accounts and to obtain favorable
terms and retain clients
 Researched and clarified clientlegal contracts to provide advice and coverage options for required compliance
 Observed and evaluated clients at their place of business to provide risk reduction advice and additional
coverage's available for their protection
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2. Jacob Hoffman
11791-80AAvenue, Delta, BC, V4C-1Z1 (604)-341-7314 jacobhoffman@telus.net
Professional Experience
Commercial Insurance Representative
Atkinson & Terry Insurance Brokers,, Delta, BC 2009 - 2012
An organization of20+ offices with a centralized commercial lines department
 Counselled co-workers and provided instruction for the various companyinternetportals and quoting systems to
enhance their knowledge and comfortthat promoted a team environment
 Analyzed complexrisks through research and inspection to provide thorough examination and develop an action
plan for both business and clientsuccess
 Managed an existing clientbase of approximately$2,100,000 in premium while consistentlyachieving a 20%
increase through new business and assisting co-workers to meettheir deadlines
 Counselled clients and interpreted wording to in order to provide exceptional customer service during claims
 Managed storage and organization of inactive client files that improved access and decreased time spenton
returning customers
Community Involvement
Strata Council President, Coquitlam,BC
Strata Council Vice President, Coquitlam,BC
Strata Council President, Coquitlam,BC
Strata Council Treasurer,Coquitlam,BC
2008-2009
2007
2004-2006
2003
Education
AXA Producer School, Crown Isle Resortand Golf Community, Courtney BC
CAIB 1, SFU Downtown Campus,Vancouver, BC
CAIB 3, SFU Downtown Campus,Vancouver, BC
CAIB 2, SFU Downtown Campus,Vancouver, BC
Fundamentals of Insurance, SFU Downtown Campus,Vancouver, BC
Fingerprint Analysis and Classification, Vancouver Police Department,Vancouver, BC
Purchasing and Materials Management, BCIT, Surrey, BC
CompTIA A+ Certification Preparation, BCIT, Burnaby BC
Purchasing and Materials Management, BCIT, Surrey, BC
2010
2006
2005
2005
2004
2004
2002
2000
1995
References Available On Request