Beatrice Plante-Doey
Summary
Professional with background in leadership and operational excellence, ready to drive strategic initiatives and streamline processes. Known for fostering team collaboration and delivering consistent results, adapting effectively to evolving demands. Possesses strong problem-solving abilities and proactive mindset, ensuring organizational goals are met efficiently and effectively.
Overview
23
23
years of professional experience
Work History
Assistant Director – Commercial Lines/Builders Ris
Premier Canada
09.2022 - Current
- Developed and implemented training programs for staff, improving team performance and knowledge retention.
- Facilitated cross-departmental collaboration to align goals and improve project outcomes.
- Established team priorities, maintained schedules and monitored performance.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Work with a high degree of autonomy and maintains continual personal development in the areas of leadership, market conditions and Commercial lines product knowledge
Commercial/Personal Account Manager
Cowan Insurance Group
06.2017 - 09.2022
- Write, rate, endorse for the self-storage program.
- Managed complex commercial and personal accounts, ensuring accurate documentation and timely processing of change forms while maintaining confidentiality standards.
- Streamlined self-storage program operations by developing efficient writing, rating, and endorsement processes, enhancing overall productivity by 10%.
- Expertly balanced multiple responsibilities, including phone communication and sensitive document handling, consistently meeting deadlines and quality standards.
- Fostered strong client relationships through professional handling of confidential matters, contributing to high customer satisfaction and retention rates.
Personal Lines Insurance Broker
Josslin Insurance
10.2010 - 06.2017
- Developed customized personal insurance solutions to meet client needs and preferences.
- Analyzed client information to assess risk factors and recommend appropriate coverage options.
- Educated clients on policy details, ensuring clear understanding of terms and conditions.
- Managed renewals and endorsements, maintaining up-to-date client records in CRM systems.
Manager
New Orleans Pizza
03.2002 - 10.2010
- Supervised daily operations, ensuring high-quality service and customer satisfaction.
- Developed staff training programs to enhance team performance and operational efficiency.
- Implemented inventory management practices, reducing waste and optimizing stock levels.
- Analyzed sales data to identify trends, informing adjustments and promotions.
- Coordinated scheduling to ensure adequate coverage during peak hours, improving service speed.
Education
Chartered Insurance Professional - CIP
Insurance Institute
Kitchener, ON12-2019
Canadian Accredited Insurance Broker - CAIB
Insurance Institute
Kitchener, ON06-2017
Business Administration
CDI College
Kitchener, ON03-2007
Skills
- Data analysis
- Problem-solving
- Teamwork and collaboration
- Team leadership
- Multitasking
- Customer service
Timeline
Assistant Director – Commercial Lines/Builders Ris
Premier Canada
09.2022 - Current
Commercial/Personal Account Manager
Cowan Insurance Group
06.2017 - 09.2022
Personal Lines Insurance Broker
Josslin Insurance
10.2010 - 06.2017
Manager
New Orleans Pizza
03.2002 - 10.2010
Chartered Insurance Professional - CIP
Insurance Institute
Canadian Accredited Insurance Broker - CAIB
Insurance Institute
Business Administration
CDI College
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