Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Adam McCaffery

Niagara Falls

Summary

Results-driven insurance professional prepared to excel as Personal Lines Broker. Known for a high level of professionalism, integrity, and a commitment to delivering value to both clients and the brokerage while enhancing client satisfaction and maintaining long-term relationships through effective communication and problem-solving. Reliable team player with strong focus on adapting to changing client needs and contributing to collective success.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Personal Lines Broker

Scoop Insurance
10.2024 - Current
  • Manage a growing book of personal lines business, including home and auto policies.
  • Conduct needs assessments, provide coverage recommendations, and bind new policies.
  • Assist with renewals, endorsements, and client inquiries with speed and accuracy.
  • Apply competitive analysis and market placement strategies to win new accounts.
  • Manage a diverse book of business with attention to detail and accuracy, ensuring proper documentation is maintained for each account.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.

Tasting Room Host / Wine Educator

Colaneri Estate Winery
09.2023 - 10.2024
  • Delivered personalized, high-touch guest experiences focused on education and enjoyment.
  • Consistently drove sales of wine and memberships through relationship-building.
  • Balanced hospitality with attention to detail in service, POS systems, and inventory.
  • Built relationships with customers to encourage repeat business.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Upskilled fellow team members on current trends within the industry, elevating overall service quality at the establishment.
  • Developed customized wine education materials for diverse clientele, resulting in increased sales.
  • Enhanced customer wine knowledge by conducting informative and engaging wine tastings.

Sales and Project Coordinator (Self-Employed)

Varaxis Ltd.
06.2016 - 06.2023
  • Led client account management for custom control systems in the curling industry.
  • Coordinated logistics, project planning, and cross-border installations.
  • Excelled in customer retention and post-sale support across diverse markets.
  • Developed customized proposals for each potential client, demonstrating a deep understanding of their unique needs and goals.
  • Implemented robust tracking systems for monitoring project milestones, enabling accurate forecasting of completion dates and resource allocation adjustments as needed.
  • Provided ongoing support to clients throughout the project lifecycle, ensuring prompt resolution of any issues or concerns that arose.
  • Conducted thorough market research to identify new business opportunities, expanding the company''s client base.
  • Overhauled outdated sales materials, resulting in a more professional brand image and increased overall appeal to prospective clients.
  • Negotiated favorable contract terms with vendors, reducing overall project costs without sacrificing quality or timelines.
  • Achieved successful closure of multiple complex deals by utilizing exceptional negotiation skills during the decision-making process.
  • Enhanced company reputation by consistently delivering high-quality products and services to clients, ensuring satisfaction and word-of-mouth referrals.

Account Manager / Client Service Rep

Credit Bureau Services Canada
01.2012 - 08.2015
  • Handled sensitive financial matters with tact and diplomacy.
  • Excelled at account negotiation and collections through trust-based communication.
  • Consistently ranked among the top performers for collection success.
  • Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.
  • Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans.
  • Provided exceptional customer service by empathizing with clients'' financial situations while working towards mutually beneficial solutions.
  • Exceeded monthly targets consistently as a result of strong negotiation skills combined with effective account management strategies.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Worked in call center environment handling manual and automatically dialed outbound calls.
  • Enhanced client relationships by consistently maintaining clear communication and promptly addressing concerns.
  • Managed past due collection calls, skip tracing, outside collections agency coordination and litigation activities.
  • Complied with fair debt practices and regulatory guidelines and kept current with changing regulations.

Education

RIBO License -

01.2024

WSET Level 2 Award in Wines -

Brock University CCOVI
St. Catharines, ON
01.2022

Wine Appellations of Ontario

Brock University CCOVI
01.2022

Ontario College of Health & Technology
01.2016

Ontario Secondary School Diploma - undefined

Governor Simcoe Secondary
01.2002

Skills

  • Underwriting and risk assessment
  • Client retention strategies
  • Policy renewals and endorsements
  • Digital quoting and broker management systems
  • Communication and empathy
  • Service excellence
  • Customer follow-up
  • Adaptability and flexibility
  • Relationship building
  • Professionalism

Certification

  • RIBO License – Completed 2024
  • WSET Level 2 Award in Wines – Distinction, 2022
  • Wine Appellations of Ontario – Brock University CCOVI, 2022
  • Primary Care Paramedic Diploma – Ontario College of Health & Technology, 2016
  • Ontario Secondary School Diploma – Governor Simcoe Secondary, 2002

Timeline

Personal Lines Broker

Scoop Insurance
10.2024 - Current

Tasting Room Host / Wine Educator

Colaneri Estate Winery
09.2023 - 10.2024

Sales and Project Coordinator (Self-Employed)

Varaxis Ltd.
06.2016 - 06.2023

Account Manager / Client Service Rep

Credit Bureau Services Canada
01.2012 - 08.2015

Wine Appellations of Ontario

Brock University CCOVI

Ontario Secondary School Diploma - undefined

Governor Simcoe Secondary

RIBO License -

WSET Level 2 Award in Wines -

Brock University CCOVI

Ontario College of Health & Technology

Similar Profiles

CREATE PROFILE
Adam McCaffery