Chantel Tonner
Summary
Continuous growth as a people leader, to advance my professional career within the OTIP Group of Companies.
A team player with strong communication, organization, and problem-solving skills, as well as the ability to multi-task in a fast-paced environment. A willingness to go above the job requirements to make sure goals are met. Works well independently or as part of a group.
Overview
26
26
years of professional experience
Work History
Sales and Service Assistant Manager
Orbit Insurance Services (Formally TW Insurance)
11.2019 - Current
- Provided leadership and guidance to the sales team
- Managed teams across Canada during epidemic
- Develop and implement effective sales strategies, including prospecting and lead generation
- Tabulated monthly sales for bonus payout, maintaining year to date figures for management
- Prepared and delivered monthly reviews with staff as well as Year End Performance Appraisals (KPI, goals, coaching, support)
- Support staff with daily operational and sales questions, clarifying information and providing direction
- Resolving client complaints as required.
Lead Sales and Service Representative
Orbit Insurance Services (formally TW Insurance)
05.2018 - 11.2019
- Reviewed and completed client escalations
- Trained new representatives in Sale/Service
- Developed the Admin Team and cross trained
- Worked close with Managers and Assistant Managers
- Took care of facilities in Edmonton and Fort McMurray offices.
Sales and Service Representative
Orbit Insurance Services (formally TW Insurance)
05.2008 - 05.2018
- Responsible for sales and underwriting of new clients
- Analyze, counsel and recommend coverage to clients in accordance with insurance company and government regulations
- Up-sell, cross sell various products to clients with the highest level of integrity
- Servicing existing VIP book of business
- Training and coaching new and existing staff
- In office Super User for Applied Systems and Rating Services.
Team Leader – Operations Center
Marsh Canada
01.2007 - 09.2007
- Worked with management to set up workflow for western Canada's operations center
- Facilitated set up of new operations center for eastern Canada
- Train new employees
- Assign and delegate jobs to support staff
- Act as a resource for the office staff for direction and guidance
- Shares with Manager responsibility for identifying training and development needs of individuals.
New Business Sales
Marsh Canada
04.2005 - 01.2007
- Advise coverage to clients in accordance with insurance company and government regulations
- Up-sell, cross sell various products to clients
- High level of customer service including follow-up calls.
Client Support/Customer Service Representative
Marsh Canada
10.1998 - 04.2005
- Respond to client requests and inquiries in a prompt and professional manner
- Assist with client claim problems and inquiries as necessary
- Ensure timely renewal of all accounts
- Imaging and ET filing of client and company documents
- Basic accounting and data entry
- Information Technology and network liaison for Edmonton Branch.
Education
Insurance License
Ontario01.2014
01.2006
Insurance License
Alberta01.2003
Skills
- Product and service knowledge
- Team motivation
- Staff Training and Development
- Workload Management
- Employee Scheduling
- Operations Management
- Sales Strategies
- Recruiting and interviewing
- Sales Growth
- Staff Development
References
Available upon request
Timeline
Sales and Service Assistant Manager
Orbit Insurance Services (Formally TW Insurance)
11.2019 - Current
Lead Sales and Service Representative
Orbit Insurance Services (formally TW Insurance)
05.2018 - 11.2019
Sales and Service Representative
Orbit Insurance Services (formally TW Insurance)
05.2008 - 05.2018
Team Leader – Operations Center
Marsh Canada
01.2007 - 09.2007
New Business Sales
Marsh Canada
04.2005 - 01.2007
Client Support/Customer Service Representative
Marsh Canada
10.1998 - 04.2005
Insurance License
Insurance License
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