Alan Stevenson
Rigaud,QC
Summary
Results-driven professional accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Hardworking, bringing 11 years of experience meeting customer needs via telecommuting roles. Skilled in listening to customers, meeting productivity targets and maintaining current knowledge of company offerings. Offering empathy, reliability and enthusiasm for satisfying customers.
Overview
15
15
years of professional experience
Work History
Commercial Insurance Broker
LMBF Insurance and Financials Services
06.2023 - Current
- Offered detailed information about products and binding coverage.
- Received inbound phone calls and electronic quote submissions.
- Enhanced client retention rates through proactive communication and exceptional customer service skills.
- Conducted thorough evaluations of potential risks, crafting customized policies to mitigate exposure for clients effectively.
- Expanded business opportunities by actively participating in industry events and networking functions.
Insurance Broker
Stevenson Insurance
01.2020 - 05.2023
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
Branch Manager
The Co-operators
05.2013 - 11.2019
- Managed branch operations, including sales, customer service, finances, and recordkeeping.
- Resolved customer complaints to maintain high level of satisfaction.
- Interviewed, hired, and developed team of 7.
- Assessed employee performance and developed improvement plans.
- Identified and capitalized on community business opportunities with effective networking.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
- Boosted revenue by $700000 and grew sales team from 2 to 7 personnel during 2013-2019 time frame.
Scholarship Plan Representative
CST Consultants Inc
06.2009 - 05.2013
- Set up appointments with interested customers according to schedule availability.
- Operated with high integrity, built trust, and earned sustained credibility with internal and external clientele.
- Maintained regular contact with clients and identified opportunities to deliver added value to client relationships.
- Established new customer accounts through perseverance, dedicated cold calling and exceptional service.
- Contributed ideas and offered constructive feedback at weekly sales and training meetings.
Education
Insurance of Persons - Insurance
AMF Authorité des Marchés Financiers
Personal Lines Damage Agent - Insurance
AMF
Commercial Lines Damage Agent - Insurance
AMF
Skills
- Business development expertise
- Relationship building and management
- Organized
- Proficient in MS Office
- Financial Advising
- Approachable
- Sales presentations
- Skilled negotiator
- Prospecting skills
- Financial Acumen
- Underwriting knowledge
- Teamwork and Collaboration
- Problem-Solving
- Attention to Detail
Languages
English
Native or Bilingual
French
Full Professional
Timeline
Commercial Insurance Broker
LMBF Insurance and Financials Services
06.2023 - Current
Insurance Broker
Stevenson Insurance
01.2020 - 05.2023
Branch Manager
The Co-operators
05.2013 - 11.2019
Scholarship Plan Representative
CST Consultants Inc
06.2009 - 05.2013
Insurance of Persons - Insurance
AMF Authorité des Marchés Financiers
Personal Lines Damage Agent - Insurance
AMF
Commercial Lines Damage Agent - Insurance
AMF
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