Summary
Overview
Work History
Education
Skills
Introduction
Timeline
Generic
ANETA KOZLOWSKI

ANETA KOZLOWSKI

Mississauga,ON

Summary

Hardworking Account Manager with over 5 years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.

Overview

20
20
years of professional experience

Work History

Private Client Account Manager

HUB International Inc
Oakville
07.2023 - Current
  • Promptly respond to all clients’ inquiries from an assigned book of business
  • Review and action all renewals, endorsements, billings
  • Make recommendations, provide comparison quotes, and execute remarketing strategies when necessary
  • Cross sell and upsell insurance products based on client’s needs
  • Negotiate with insurers to meet the needs of clients in terms of premium adjustment and coverages
  • Generate new business through the existing network and centers of influence.

Commercial Lines Account Manager

HUB International Inc
08.2022 - Current
  • Act as one of the primary points of contact for an assigned book of business together with the producer
  • Handle insurance submission such as: renewals, endorsements, billings and collecting of premium
  • Prepare and finalize financing contracts between insured and financing institutions: First Insurance & CAFO.

Personal Lines Account Manager

HUB International Inc
04.2019 - 08.2022
  • Manage all aspects of existing book of business, responding to client inquiries in timely manner
  • Process endorsements and certificates of insurance
  • Cross-sell and upsell existing policies
  • Resolve client concerns and complaints, communicate with insurance companies on behalf of clients.

Insurance Broker

Insureline Brokers (Metro)
Vaughan, ON
09.2018 - 04.2019
  • Generate new business from the referrals
  • Handle all inquiries and endorsements from clients
  • Provide administrative support.

Real-Estate Salesperson

Royal LePage Signature Realty Inc.
Mississauga, ON
09.2016 - 09.2018

Legal Secretary

McLean & McLean LLP
Mississauga, ON
06.2013 - 08.2016
  • Provide high level of administrative and legal support
  • Maintain excellent relations with current and prospective clients, collect information in accordance with confidentiality rules, coordinate all scheduling: calendars, meetings
  • Organize case files and maintain documents, prepare reports and variety of correspondence
  • Document and input billable time and reimbursable expenses, prepare invoices, track payments, manage accounts payable and receivable.

Homemaker

Mississauga, ON
06.2004 - 06.2013

Education

RIBO & CIP (9 Out of 10) -

Insurance Institute
03.2024

OREA College
09.2016

Diploma in Paralegal -

TriOS College
06.2013

Diploma in Administrative Law -

School of Law and Public Administration under auspices of the Maria Curie Sklodowska University of Lublin
06.2001

Skills

  • Over five years of experience in Personal and Commercial insurance
  • A strong team player with excellent communication and interpersonal skills
  • Exceptional Customer Service Skills with the ability to deal with conflict situations in professional manner
  • Extensive knowledge of Epic system, insurance companies’ portal systems and Microsoft Office
  • Strong multitasker and detail-oriented person with superb organizational skills
  • Adaptable individual with positive attitude and a strong sense of initiative, who thrives under pressure in a constantly changing environment

Introduction

I entered the insurance industry over five years ago as a second career, as I thought that this profession would allow me to combine my outgoing personality and passion for people with strong legal background and experience in sales. I have been working at HUB International since April of 2019, both in personal lines and commercial department. I have been able to complete nine of CIP courses, all with honours. Working in personal lines has thought me all the necessary skills and knowledge of the insurance industry needed for an exceptional customer service; whereas as a commercial account manager, I have learned in depth all the processes involved in handling a book of business. Having experience in both commercial and person lines allowed me to realize what my real passion is and where I see myself growing and building a successful career; not just having a job. I truly enjoy the role of Private Client Account Manager as it allows me not only to integrate all the knowledge and experience from the past positions into handling the assigned book of business; but also explore my sales skills. As I pride myself in continuously enhancing my knowledge of the high-net worth insurance industry and commitment to providing exceptional customer service, I see myself growing in this role and becoming true insurance specialist in high-valued insurable assets. My goal is to continue building excellent relationships with existing clients, as well as grow my book of business through referrals and personal connections that I build during my time as a real estate agent.

Timeline

Private Client Account Manager

HUB International Inc
07.2023 - Current

Commercial Lines Account Manager

HUB International Inc
08.2022 - Current

Personal Lines Account Manager

HUB International Inc
04.2019 - 08.2022

Insurance Broker

Insureline Brokers (Metro)
09.2018 - 04.2019

Real-Estate Salesperson

Royal LePage Signature Realty Inc.
09.2016 - 09.2018

Legal Secretary

McLean & McLean LLP
06.2013 - 08.2016

Homemaker

06.2004 - 06.2013

RIBO & CIP (9 Out of 10) -

Insurance Institute

OREA College

Diploma in Paralegal -

TriOS College

Diploma in Administrative Law -

School of Law and Public Administration under auspices of the Maria Curie Sklodowska University of Lublin
ANETA KOZLOWSKI