Christa Leslie
Moncton,NB
Summary
With over 24 years experience in the insurance industry, I have the knowledge and drive to excel in a new environment. I am looking forward to a new challenge within the industry.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Regional Sales Manager
Westland Insurance Group Ltd
12.2022 - Current
- Oversaw Personal Lines for Atlantic Canada which included over 15 locations .
- Helped several locations to transition to Westland after being acquired.
- Organized regular sales meeting and helped coach branch managers to meet targets.
- Developed and maintained positive relationships with insurance companies Westland represented and other insurance partners.
VP of Insurance Operations
Sears Insurance Limited
03.2015 - 12.2022
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Developed and executed targeted business development initiatives, leading to increased sales.
- Revised corporate policies and procedures to ensure compliance with evolving industry regulations, mitigating potential risks.
Commercial Insurance Broker
Sears Insurance Limited
09.2013 - 03.2015
- Reviewed, shopped and processed renewals.
- Increased client satisfaction by identifying coverage gaps and recommending appropriate insurance solutions.
- Developed strong relationships with underwriters, resulting in favorable policy terms for clients.
- Explained detailed policy concepts in easy-to-understand terms.
- Met with customers to provide information about available products and policies.
- Collected premiums on or before effective date of coverage.
Personal Lines Manager
Sears Insurance Limited
03.2011 - 09.2013
- Promoted a positive work environment, fostering collaboration and teamwork among personal lines insurance staff to better serve clients.
- Provided advice and counsel on personal lines matters.
- Oversaw all activities and transactions within personal lines department.
- Provided exceptional customer service, contributing to high client retention rates within the department.
- Mentored junior team members, sharing industry knowledge and best practices for effective policy management.
- Monitored customer feedback and identified areas of improvement.
Personal Lines Account Manager
Sears Insurance Limited
06.2003 - 03.2011
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
Receptionist
Sears Insurance Limited
03.2000 - 06.2003
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Handled cash transactions and maintained sales and payments records accurately.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Corresponded with clients through email, telephone, or postal mail.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
Education
Degree - Business Management
Oulton's College
Moncton, NB06.1999
Skills
- Sales Leadership
- Customer Service
- Strategic Planning
- Business development and planning
- Training and mentoring
- Effective Multitasking
- Product and service knowledge
- Relationship Building
Certification
CIP Designation - 2011
Level 3 General Insurance License
Timeline
Regional Sales Manager
Westland Insurance Group Ltd
12.2022 - Current
VP of Insurance Operations
Sears Insurance Limited
03.2015 - 12.2022
Commercial Insurance Broker
Sears Insurance Limited
09.2013 - 03.2015
Personal Lines Manager
Sears Insurance Limited
03.2011 - 09.2013
Personal Lines Account Manager
Sears Insurance Limited
06.2003 - 03.2011
Receptionist
Sears Insurance Limited
03.2000 - 06.2003
Degree - Business Management
Oulton's College
CIP Designation - 2011
Level 3 General Insurance License
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