Liza Maria Joseph
Insurance Advisor @Westland Insurance Group Ltd.
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WORK HISTORY
Insurance Advisor @Westland Insurance Group Ltd.
Kitimat, BC, CA
Professionally represent Westland Insurance’s brand and values by delivering service that reflects integrity, care, and adherence to all company standards.→ Demonstrated advanced project and event management abilities to coordinate client portfolios, policy renewals, and client engagement activities.→ Engage with clients to assess their insurance needs and provide trusted, tailored coverage recommendations that align with their lifestyle and protection requirements.→ Manage client inquiries and tasks promptly and accurately, following established timelines, policies, and procedures to ensure an exceptional customer experience.→ Maintain thorough and accurate documentation of client accounts, correspondence, and policy activities in accordance with organizational guidelines.→ Exercise sound judgment in underwriting and support the claims process by guiding clients, addressing concerns, escalating issues when needed, and coordinating with claims teams.→ Foster positive team dynamics through proactive communication with colleagues and leadership while consistently upholding company and provincial Insurance Professional Code of Conduct.
EDUCATION
Loyola College
Master of Arts - MA, Economics
Mar Ivanios College (Autonomous), Thiruvananthapuram
Bachelor of Arts - BA, Economics
Douglas College
Postgraduate Degree, Finance, General
ABOUT LIZA MARIA JOSEPH
I am a dedicated and client-focused professional with a strong foundation in finance and a growing passion for the insurance industry. With a Master’s degree in Economics and a Post-Baccalaureate Diploma in Finance, I bring strong analytical skills and a deep understanding of financial principles to help clients make informed decisions about their protection and risk management needs.I am currently focused on building my career as an Insurance Advisor, committed to understanding clients’ unique needs and providing tailored insurance solutions that offer financial security and peace of mind. I thrive in fast-paced environments, value continuous learning, and am actively expanding my expertise in insurance products and industry practices.With a strong work ethic, excellent communication skills, and a genuine desire to help others, I aim to build long-term relationships based on trust and professionalism while contributing positively to organizational success.
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