Holly Simpson

I have been an Insurance Agent for 8 years.  I do the research for the client to find the best product solution and best rate for their situation.  I have access to some of the top Insurance companies in Canada.  It's my passion to ease that burden. 

Independent Broker ■ Canadian Life Insurance Guides – Experior Financial Group
Ottawa ON 2023 – Present
◆ An advisor that educates families on how to protect and grow their wealth and invest for their children’s future, provide professional financial advice along with a suite of insurance solutions to protect their family and businesses.

Benefit Specialist ■ American Income Life Ottawa ON 2015 - 2023
◆ Met with members of unions, groups, and associations to explain negotiated benefits on behalf of American Income Life. Assess clients’ needs and provide them with customized supplemental insurance policies. Obtain medical and personal information for underwriting purposes, as well as administer basic medical exams.
◆ Prepare applications, and any additional documents required for approval. As well, as being the first point of contact after approval.
◆ Annual meetings with existing policy holders to review and update insurance plans. Assist clients in navigating through the claims process, review and submit claims.
◆ Met and exceeded monthly and quarterly deadlines set by regional and international managers.
 

Investigator ■ Triangle Investigations Ottawa ON 2004 - 2005
SKILLS
◆ Performed investigations of various sensitivity, including insurance fraud, matrimonial breakdown, and missing persons.
◆ Conducted interviews & surveillance, research & analysis, and authorized detailed supporting reports

Fully licensed to sell Life and Accident & Sickness Insurance ■ Ontario & Newfoundland 2015 Advanced Investigations Post Diploma ■ Algonquin College, Ottawa ON 2001
Police Foundation Diploma ■ Algonquin College, Ottawa ON 2000