Bonnie Elliott
Calgary,Canada
Summary
A dedicated and results-driven insurance professional with over 20 years of combined experience as a Level II licensed agent and team leader. Adept at leading high-performing teams, managing complex operations, and delivering exceptional results. Known for motivating team members, fostering accountability, and consistently achieving ambitious goals. Brings high energy and a proactive approach to navigating the fast-paced insurance landscape, ensuring both individual and team success.
Overview
22
22
years of professional experience
Work History
Branch Manager
BrokerLink
02.2022 - Current
- Manage a team of 17 Account Executives and Administrative Assistance
- Maintained friendly and professional customer interactions.
- Increased sales revenue by implementing targeted sales strategies and team training sessions.
- Developed high-performing sales teams through regular coaching sessions, skill development workshops, and performance evaluations.
- Expanded client base by fostering strong relationships and delivering exceptional customer service.
- Streamlined reporting procedures for improved efficiency in tracking team performance metrics against set goals.
- Reduced lead response times by optimizing CRM processes, increasing overall lead conversion rates.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Personal Lines Manager
Bow Valley Insurance Services Ltd
10.2018 - Current
- Maintained strict adherence to regulatory compliance by staying updated on industry changes and ensuring team members follow established guidelines.
- Offered broadest possible coverage for new and existing business clients in order to maximize sales.
- Handled account auditing, endorsements and invoicing.
- Improved customer satisfaction by efficiently managing personal lines insurance policies and promptly addressing client concerns.
- Increased cross-selling opportunities by educating team members on additional coverage options available within the agency''s suite of personal lines products.
- Continuously improved personal lines department operations through regular monitoring of key performance indicators, identifying areas for improvement, and implementing necessary action plans.
- Collaborated with underwriters to ensure proper risk assessment and accurate pricing for personal lines policies.
- Coordinated with claims adjusters to expedite resolution of client claims, ensuring timely payouts and positive outcomes for all parties involved.
- Maintained records and stayed current with policy renewals.
- Promoted a positive work environment, fostering collaboration and teamwork among personal lines insurance staff to better serve clients.
- Fostered strong relationships with carrier representatives to facilitate seamless communication channels during policy issuance, endorsement requests, or claim settlements.
- Spearheaded training initiatives to enhance team performance in sales, service, underwriting, and risk management aspects of personal lines insurance products.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Monitored customer feedback and identified areas of improvement.
Personal Lines Account Executive
Leibel Insurance Group
01.2017 - 09.2018
- Insurance advisor committed to performance and compliance excellence, exceeding targets by 156% of quota while establishing and maintaining a legacy of client connections
- Respond on a timely basis to incoming web quotes
- Deepen client relationships through needs based sale practices and address every opportunity to bundle clients through cross-selling multi-line products
- Played integral part of the incoming customer service calls and quotes
- Followed up on web quotes from the Intact website
- Managed a book of business of select renewal clients
Team Lead- Inside Sales Alberta/ Insurance Advisor
Westland Insurance Group Ltd
11.2015 - 01.2017
- Company Overview: largest direct response P & C insurance company in Canada
- Lead inbound team of up to 12 licensed insurance professionals in Calgary and Surry, BC committed to advising, selling, servicing and maintaining home and auto policies
- Effectively contributes to performance excellence for largest direct response P & C insurance company in Canada
- Successfully achieve monthly sales quota of $60 K
- Provide exceptional customer service experience
- Manage prospect list from Xdates
- Contact prospects from warm leads (up-selling, cross-selling and online follow ups)
- Respond on a timely basis to incoming web quotes
- Accurately record customer activities in the company's data base
- Provide an exceptional customer service experience
- Leading the team through personal example
- Largest direct response P & C insurance company in Canada
Contact Centre Team Manager
TD Insurance
09.2014 - 10.2015
- Company Overview: largest direct response P & C insurance company in Canada
- Lead inbound team of up to 15 licensed insurance professionals committing to advising, selling, servicing and maintaining home and auto policies
- Effectively contributes to performance excellence for largest direct response P & C insurance company in Canada
- Engage teams to effectively provide insurance advice, while reaching and meeting aggressive client experience and sales targets
- Moved from bottom quartile 2014 to top quartile as at Q3 2015
- Continually build team engagement, celebrate successes through recognition and rewards - both individual and team motivated
- Ensure underwriting, policies and procedures guidelines are met, and/or coached to compliance
- Create and foster a cohesive team while, and promote a positive work environment
- Western Regional Lead for 'My Idea Counts'
- Established communication strategy, reviewed employee recommendations, triage and analyze benefits, cost effectiveness
- Grassroots BLAST committee lead, engaging others to drive energy through results specific campaigns
- Largest direct response P & C insurance company in Canada
Insurance Advisor
TD Insurance
04.2003 - 09.2014
- Insurance advisor committed to performance and compliance excellence, exceeding targets while establishing legendary client connections
- Committed to and assisted throughout disaster recovery during 2013 Calgary flood by relocating to Edmonton to continue servicing clients from virtual contact center
- Underwriting Subject Matter Expert, maintaining excellence in compliance, while proactively exploring client needs
- Deepen client relationships through needs based sale practices and address every opportunity to bundle clients through cross-selling multi-line products
- Engage in effective client problem resolution to retain client loyalty and business
- Positively contribute to team morale, creating and maintaining a respectful work environment, through various group activities and peer coaching
- Responsible for operational and regulatory risk and compliance, maintaining excellence in underwriting and adhering to all company and Industry Codes of Conducts
- 100% call review compliance 6 continuous months
Education
Business Diploma -
Academy of Learning Career College
Calgary, ABSkills
- Communication
- Active listening
- Leadership
- Excellent time management skills
- Teamwork
- Coaching and mentoring
- Staff development
- Sales professional
References
Available upon request
Licensesandcredentials
- Level II AIC Insurance Broker, licensed in Alberta
- Accredited insurance industry courses required to maintain AIC license
- 2003 Academy of Learning - Business Diploma.
- Challenging Conversations, Delegation & Empowerment, Emotional Intelligence, Successful Coaching
Timeline
Branch Manager
BrokerLink
02.2022 - Current
Personal Lines Manager
Bow Valley Insurance Services Ltd
10.2018 - Current
Personal Lines Account Executive
Leibel Insurance Group
01.2017 - 09.2018
Team Lead- Inside Sales Alberta/ Insurance Advisor
Westland Insurance Group Ltd
11.2015 - 01.2017
Contact Centre Team Manager
TD Insurance
09.2014 - 10.2015
Insurance Advisor
TD Insurance
04.2003 - 09.2014
Business Diploma -
Academy of Learning Career College
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