Dolores LaDuke, Client Services Representative
ROLE RESPONSIBILITIES
Dolores is responsible for all of IAG’s client service requirements in Western Canada. Dolores works closely with Senior Vice-President Janice Tchida in managing various client services, including insurance policy underwriting and brokerage services. Dolores is a fully licensed advisor who specializes in working with individual and family clients as well as small business owners to assist them in making informed decisions to design tax-effective, customized insurance programs that meet their individual needs.
EXPERIENCE
Dolores has worked in the insurance industry since 1993 in various insurance distribution channels. Her roles have included developing strategies for new insureds and policy owners and serving as an estate insurance advisor.
PROFESSIONAL DESIGNATIONS
- Certified Health Insurance Specialist (CHS), The Institute for Advanced Financial Educations
- Certificate in Risk Selection, Academy of Life Underwriting
- Associate Customer Service (ACS), Life Office Management Association
- Associate Insurance Agency Administration (AIAA), Life Office Management Association
AFFILIATIONS & VOLUNTEER WORK
- ADVOCIS Member, The Financial Advisors Association of Canada
- Volunteer, Centre for Newcomers Canada
