Chantal Weaver
Halifax
Summary
Results-driven Senior Account Manager with 10 years of experience in insurance sales and service, specializing in client relationship management, risk assessment, and revenue growth. Holds a Bachelor of Business Administration (BBA) with a concentration in Marketing and a minor in Finance, bringing a strategic approach to sales and market expansion. Proven ability to develop high-value client portfolios, exceed sales targets, and optimize insurance solutions to meet customer needs. Adept at negotiating competitive policies, mentoring teams, and leveraging financial insights to drive business success. Seeking to contribute expertise in sales leadership and client retention to a dynamic, growth-oriented organization.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Account Manager
Eisenhauer Insurance Svc
06.2015 - Current
- Managed and assessed client insurance policies, demonstrating expertise in underwriting, risk evaluation, and claims management.
- Proven track record of exceeding sales targets, increasing policy sales by 66% year over year.
- Provided proactive client-focused solutions, ensuring optimal coverage and satisfaction while adhering to industry regulations.
- Utilized strong communication skills to liaise with insurance providers, underwriters, and clients to provide trailered protective coverage for clients and their assets.
- Demonstrated proficiency in CRM software and analytics tools to streamline customer portfolios and enhance efficiency.
Financial Services Manager
O'Regan's Automotive Group
01.2013 - 08.2014
- Analyzed financial data to structure loan applications and credit plans, ensuring optimized client financial outcomes.
- Coordinated schedules, documentation, and follow-ups to facilitate smooth service delivery and case management.
- Developed strong negotiation and problem-solving skills to address complex financial situations and clients concerns.
- Established trust with clients through effective communication, ensuring a seamless client experience.
Education
BBA - Marketing, Minor in Finance
Mount Saint Vincent University
Halifax, NS09-2015
Diploma - Business Administration - Marketing
Nova Scotia Community College
Halifax, NS09-2012
Skills
- Client-Focused Solutions & Case Management
- Risk Assessment & Critical Thinking
- Insurance Policy Information Evaluation & Coordination
- Communication & Interpersonal Skills
- Strong Decision-Making & Problem-Solving
- Tech-Savvy & Adaptable to New Systems
- Reliability Status Security Clearance (if applicable)
Certification
- CAIB 1 - Canadian Accredited Insurance Broker
- CAIB 2 - Canadian Accredited Insurance Broker
Timeline
Senior Account Manager
Eisenhauer Insurance Svc
06.2015 - Current
Financial Services Manager
O'Regan's Automotive Group
01.2013 - 08.2014
- CAIB 1 - Canadian Accredited Insurance Broker
- CAIB 2 - Canadian Accredited Insurance Broker
BBA - Marketing, Minor in Finance
Mount Saint Vincent University
Diploma - Business Administration - Marketing
Nova Scotia Community College
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