Cathy Petrucci
Lakeshore,ON
Summary
Motivated and experienced professional seeking a challenging role as a Registered Insurance Broker. Proven track record of success in the industry, dedicated to providing exceptional service and delivering tailored insurance solutions to clients. Strong knowledge of insurance policies and regulations, adept at analyzing risk factors and recommending appropriate coverage options. Committed to building lasting relationships, strives to exceed client expectations by offering personalized advice and ensuring their financial security. Ready to leverage expertise and passion for the insurance industry to contribute to a reputable organization's growth and success.
Overview
18
18
years of professional experience
Work History
Personal Lines Account Manager, RIBO
Ives Navacord
08.2021 - Current
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Provide full-cycle Insurance support including, writing new business, remarkets, customer support, quotes, payment processing, and cancellations
- Worked in a team environment, providing support to other team members
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
Personal Lines Account Manager, RIBO
Aon Reed Stenhouse
10.2018 - 08.2021
- Matched customer needs to insurance carrier products/services
- Met established sales and service targets
- Generated new business opportunities by recommending products/services where appropriate
- Updated customer records on BMS
- Resolved customer concerns/complaints within authority limits
- Process documents including customer letter and invoices as needed or directed
- Maintained general knowledge and understanding of all personal property and auto insurance products/services
Personal Lines CSR, RIBO
Will Insurance Brokers Ltd
09.2016 - 10.2018
- Worked in a tandem environment with a dedicated personal lines producer
- Administered customer applications, uploaded new business policies and processed policy change
- Forward claim notice from producer to company, claims counsel - forward first loss notice in their absence
- Maintain client relationships
- Provided information to clients in response to inquires on personal lines products
- Maintained detailed records of client accounts including producer sales tracking and monthly churn
Personal Lines Account Manager, RIBO
MIB Corp
12.2013 - 09.2016
- New business generating involving prospecting both personal lines and commercial businesses
- Up-sold and cross sold company products according to client needs
- Completed outbound calls as part of renewal reviews process
- Met retention targets met, including by means of re-marketing
- Maintained detailed records of client accounts
Personal Lines Account Manager, RIBO
Southland Insurance /Dieppe Insurance Brokers
01.2007 - 03.2013
- Managed incoming calls from prospects applying for personal home and auto insurance
- Identified client’s insurance needs by evaluating the degree of risk involved
- Demonstrated strong decision making skills as well as sound use of underwriting/binding authority when determining where to place applicants
- Lead team resource
Education
Registered Insurance Broker of Ontario -
RIBO
01.2007
Skills
- Proficient in office technology
- Effective interpersonal communication skills
- Experience using multi-line phone system
- Strong organizational skills
- Experienced in handling fast-paced projects
Timeline
Personal Lines Account Manager, RIBO
Ives Navacord
08.2021 - Current
Personal Lines Account Manager, RIBO
Aon Reed Stenhouse
10.2018 - 08.2021
Personal Lines CSR, RIBO
Will Insurance Brokers Ltd
09.2016 - 10.2018
Personal Lines Account Manager, RIBO
MIB Corp
12.2013 - 09.2016
Personal Lines Account Manager, RIBO
Southland Insurance /Dieppe Insurance Brokers
01.2007 - 03.2013
Registered Insurance Broker of Ontario -
RIBO
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