Ann Limlaw
RENFREW,Ontario
Summary
Results-driven Commercial Account Executive with over 10 years of experience in customer relationship management and sales strategy development. Successfully managed diverse client portfolios while ensuring compliance and enhancing customer satisfaction through effective communication.
Overview
14
14
years of professional experience
Work History
Broker Account Executive
All-Risks Insurance Brokers
RENFREW, Ontario
12.2022 - Current
- Developed tailored insurance packages based on comprehensive client needs analysis.
- Recommended appropriate coverage options after analyzing client information.
- Reviewed policy documents for accuracy and regulatory compliance.
- Guided clients in risk management strategies to minimize potential losses.
Commercial Account Executive
Brokerlink Inc
RENFREW, Ontario
12.2011 - 12.2022
- Developed strong client relationships to enhance customer satisfaction and loyalty.
- Managed a diverse portfolio of commercial accounts effectively and efficiently.
- Collaborated with internal teams to tailor insurance solutions for clients' needs.
- Prepared comprehensive proposals and presentations for prospective clients.
- Conducted regular account reviews to ensure compliance with industry regulations.
- Negotiated contract terms with clients to secure favorable agreements for the company.
- Developed a comprehensive understanding of each client's needs through regular meetings with them.
- Developed and maintained successful relationships with clients to ensure repeat business.
- Negotiated contracts with new and existing clients.
- Resolved customer inquiries regarding products and services offered by the company.
Skills
- Policy writing
- Client needs analysis
- Customer relationship management
- Portfolio management
- Insurance product knowledge
- Effective communication
- Time management
- Sales strategy development
- Team collaboration
- Prospecting skills
- Customer advocate
- Underwriting expertise
- Policy expertise
- Underwriting principles
- Property insurance
- Complaint handling and resolution
- Claims reporting systems
- Commercial insurance
- Active property and casualty insurance license with RIBO AND CAIB
- Auto insurance
- Policy renewals
- Quotes and sales
- Client assessment
- Insurance product promotion
Timeline
Broker Account Executive
All-Risks Insurance Brokers
12.2022 - Current
Commercial Account Executive
Brokerlink Inc
12.2011 - 12.2022