Adam Roby
Trois-Rivières,QC
Summary
Hardworking Insurance Broker with 8 years of experience maximizing expertise by leveraging strong analysis strategies and deep knowledge of available insurance products. Customer-focused with team-oriented mindset and comprehensive consumer need assessment. Supportive listener with extraordinary customer empathy.
Overview
8
8
years of professional experience
Work History
Specialty Lines Team Manager
Verrier & Associés Inc.
01.2023 - Current
- Coached and trained team members, increasing quality of work and employee Knowledge.
- Managed difficult renewal and new business possibility in regard of specialty lines insurance.
- Presented and introduces specialized insurance products to our insured and/or prospect
- Created links with specialty lines insurance company
- Benchmarked rate and product discrepancies
Senior Underwriter
Intact Financial Corporation
08.2022 - 01.2023
- Applied knowledge of underwriting guidelines to maintain compliance with applicable regulations and company standards.
- Supported review, acceptance or denial of new or renewal business after carefully reviewing all information.
- Negotiated policy terms and coverages to bring coverage terms into alignment with company directives on contracts and policies.
- Worked alongside marketing department to effectively cross-sell company's offerings.
- Met with brokers to negotiate coverage, price, and service delivery.
Commercial Insurance Broker
Verrier & Associés Inc.
05.2018 - 08.2022
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers'
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Tracked progress of all outstanding insurance claims.
- Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
Personal Lines Insurance Broker
PMA Assurance
09.2015 - 05.2018
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
Education
No Degree - Administration Studies
Université De Sherbrooke
Sherbrooke, QCCertification in Leadership And Management Skills - Leadership And Management
Institut De Leadership
Montreal, QC11.2021
General Insurance Certificate - Insurance And Risk Management
Autorité Des Marchés Financiers
09.2015
DEC - Social Sciences
Cégep De Drummondville
Drummondville, QC05.2006
Skills
- Policy Expertise
- Property Insurance
- Underwriting Knowledge
- Skilled Negotiator
- Policy Coverage Expert
Languages
French
Native or Bilingual
English
Professional Working
Timeline
Specialty Lines Team Manager
Verrier & Associés Inc.
01.2023 - Current
Senior Underwriter
Intact Financial Corporation
08.2022 - 01.2023
Commercial Insurance Broker
Verrier & Associés Inc.
05.2018 - 08.2022
Personal Lines Insurance Broker
PMA Assurance
09.2015 - 05.2018
No Degree - Administration Studies
Université De Sherbrooke
Certification in Leadership And Management Skills - Leadership And Management
Institut De Leadership
General Insurance Certificate - Insurance And Risk Management
Autorité Des Marchés Financiers
DEC - Social Sciences
Cégep De Drummondville
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