ALEXIS YARI
Toronto,ON
Summary
Dedicated Insurance professional, with experience managing high net worth accounts. Throughout my corporate experience I have gained a passion for sales, while maintaining a strong relationship with clients and our carrier partners.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Private Client Support Manager
HUB International
2022.07 - Current
- Managed the Private Client Group service team.
- Built new team workflow to improve task efficiency as a client retention strategy.
- Responsible for team training, running team meetings and auditing team tasks.
- Focused on maintaining carrier relations with frequent touch point meetings and events.
Account Manager - Private Client
HUB International
2019.10 - 2022.07
- Met annual budgets for new business development, focused on bringing in new clientele who met the private client appetite.
- Demonstrated high levels of customer service, while advising on personal insurance needs.
- Focused on retention of business and customer satisfaction while cultivating relationships with high net worth clientele.
- Analyzed insurance renewals for rate or coverage changes, remarked when necessary to best fit client needs.
Office Representative
State Farm Insurance
2016.01 - 2018.08
- Generated sales through prospect leads, quoting and community outreach.
- Handled marketing outreach for Waterloo office. Wrote articles in local publication on insurance and investment advice.
- Managed and serviced new and existing business.
Education
Bachelor of Arts - Communication Studies And Business Management
Wilfrid Laurier University
Waterloo, ONSkills
- Business development
- High Sales Performance
- Client Retention
- Customer Service in a High Net Worth Setting
- Strong Communication Skills
- Strong Interpersonal Skills to Build and Maintain Client Relationships
Certification
RIBO Licensed
Timeline
Private Client Support Manager
HUB International
2022.07 - Current
Account Manager - Private Client
HUB International
2019.10 - 2022.07
Office Representative
State Farm Insurance
2016.01 - 2018.08
Bachelor of Arts - Communication Studies And Business Management
Wilfrid Laurier University