Tina Cruickshank Cisr Clcs
About Tina Cruickshank Cisr Clcs
Tina Cruickshank serves as an Executive Account Manager at Heffernan Insurance Brokers, where she has maintained a client retention rate exceeding 90% since 2020. With extensive experience in account management and training, she has played a significant role in the development of various divisions within the company.
Work at Heffernan Insurance Brokers
Tina Cruickshank has been an Executive Account Manager at Heffernan Insurance Brokers since 2020. In this role, she has maintained a client retention rate exceeding 90%, attributed to her ability to build strong and trusting relationships with clients. She previously worked at Heffernan from 1997 to 2016, where she played a significant role in the development of the Small Business division, which later evolved into Select Solutions and subsequently into Patra Corp. During her tenure, she also managed a team of 20 account managers and assistants, overseeing the transition of Select Solutions into Patra Corp.
Education and Expertise
Tina Cruickshank holds the Certified Insurance Service Representative (CISR) designation, which she achieved in 2006 after studying at the Society of Certified Service Representatives. She also obtained her Agent/Broker License from the California Department of Insurance in 1999. Her educational background and certifications contribute to her expertise in insurance services and account management.
Background
Before her current role, Tina worked at Wells Fargo as a Consumer Credit Customer Service representative from 1994 to 1997. She later joined Patra Corporation as a Team Lead in Account Management from 2017 to 2020. Throughout her career, she has focused on enhancing operational efficiency and client satisfaction within the insurance industry.
Achievements
Tina has contributed to the training of new employees and the development of updated policies and procedures for the Small Business division at Heffernan Insurance Brokers. Her leadership during the transition of Select Solutions into Patra Corp was instrumental in managing a diverse team and ensuring a smooth operational shift.