Candace Cservik
Ottawa,ON
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Results-driven Insurance Broker with more than 15 years of commercial lines and personal lines insurance expertise. Client-focused intermediary with creative insurance solutions to diverse individual concerns. Meticulous client risk and financial assessor with detailed understanding of corporate and individual risk management.
Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Overview
16
16
years of professional experience
Work History
Account Manager
McDougall Insurance
01.2022 - Current
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Accomplished multiple tasks within established timeframes.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services and company information.
- Resolved concerns with products or services to help with retention and drive sales.
- Managed book of business to maintain positive relationships and make effective financial or client-related decisions.
- Educated clients on new products or services to increase customer engagement with brand.
Account Manager
McVey Brothers Insurance Brokers Ltd.
09.2009 - 01.2022
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Commercial lines and Personal lines
- Managed book of business to maintain positive relationships and make effective financial or client-related decisions
- Educated clients on new products or services to increase customer engagement with brand
- Sold new products and services and developed new accounts to maximize revenue potential
- Liaised with external customers and internal departments to provide and gather information enabling customer requirements to be met
Education
Certified - CAIB
Insurance Brokers Association of Ontario
04.2016
Licensed - RIBO
Insurance Brokers Association of Ontario
09.2009
Bachelor of Arts - English
University of Ottawa
Ottawa, ON04.2005
Skills
- Account verification
- Cost reviewing
- New account creation
- Upselling
- Sales expertise
- Client rapport
- Systems and software programs
- Prioritizing workflows
- Relationship building and management
- Networking skills
- Account servicing skills
- Product and service sales
- Account management
- Customer service
Timeline
Account Manager
McDougall Insurance
01.2022 - Current
Account Manager
McVey Brothers Insurance Brokers Ltd.
09.2009 - 01.2022
Licensed - RIBO
Insurance Brokers Association of Ontario
Bachelor of Arts - English
University of Ottawa
Certified - CAIB
Insurance Brokers Association of Ontario
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