Chelsey Barinecutt
Summary
Results driven marketing insurance broker with a proven track record in client retention and sales presentations. Skilled in risk assessment and policy recommendations ensures that individual needs are met through customizing insurance solutions., Strong team collaborator with focus on adaptability and effective communication. Known for reliability and achieving targets in dynamic environments.
Overview
6
6
years of professional experience
Work History
Marketing Insurance Broker
Lloyd Sadd Insurance Brokers
02.2022 - Current
- Developed strong internal relationships with advisors to identify insurance needs and provide tailored solutions for clients.
- Educated advisors and service teams on insurance products and industry trends.
- Analyzed market trends to identify new business opportunities, contributing to strategic growth initiatives for the brokerage firm.
- Conducted thorough risk assessments to evaluate clients' insurance coverage requirements and recommend appropriate policies.
- Managed policy renewals and ensured compliance with regulatory standards.
- Collaborated with underwriters to negotiate competitive terms for clients, enhancing policy offerings and retention rates.
- Responsible for organizing and participating in network events and maintaining target submission commitments for select markets.
- Assisted in training new team members on best practices for client engagement and policy management strategies.
- Evaluated accuracy and quality of data entered into agency management system.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Cross-sold insurance products to existing clients to reach sales targets.
- Evaluated competitors' products and services to gain competitive advantage.
- Designed presentations and marketing materials to promote insurance products.
Account Associate
Gallagher
11.2019 - 02.2022
- Assisted in managing client accounts and ensuring timely communication with clients.
- Supported account management team by organizing account documentation and reports within Epic.
- Deployed meticulous organization skills by assisting in coordination of client deliverables.
- Developed strong relationships with clients through consistent communication and proactive problemsolving.
- Collaborated with team members to streamline account processes and improve efficiency.
- Sharpened skills by obtaining required continuing education credits and attending training to keep updated industry changes.
Education
General Insurance Level 1 -
Alberta Insurance Council
Calgary, ABGeneral Insurance Level 2 -
Alberta Insurance Council
Calgary, ABSkills
- Proactive team player
- Sales presentations
- Skilled negotiator
- Client retention
- Marketing strategies
- Excellent communication skills
Timeline
Marketing Insurance Broker
Lloyd Sadd Insurance Brokers
02.2022 - Current
Account Associate
Gallagher
11.2019 - 02.2022
General Insurance Level 1 -
Alberta Insurance Council
General Insurance Level 2 -
Alberta Insurance Council