CLAUDIA CASTELVI
MISSISSAUGA,ON
Summary
Account Manager looking to relocate from Calgary to Toronto with 3.5 years in personal lines insurance focusing on servicing High-value clients with excellent customer service while increasing profitability. Skilled in negotiating with insurance underwriters, preparing renewals, and proposing optimal coverage options for clients. Proficient in bookkeeping and managing payments through CRM. Consistently exceeding personal quotas and promoting client retention through high-quality service. Strong attention to detail and analytical skills in auditing finance applications and issuing risk management assessments.
Overview
12
12
years of professional experience
Work History
Benefits Service Analyst
Yellow Raincoat Benefits Consultant
06.2023 - 01.2024
- Streamlined benefits administration processes for improved efficiency and reduced errors.
- Enhanced understanding of benefit offerings with effective communication materials and presentations.
- Negotiated cost-effective contracts with insurance carriers, resulting in significant savings for the company.
- Saved company resources through diligent auditing of benefit invoices, ensuring accurate billing and timely payments.
- Developed and implemented effective communication strategies for promoting benefit programs to employees, resulting in increased participation rates.
- Coordinated and conducted employee orientations to promote understanding of coverage and options.
- Researched and analyzed wage, salary and other industry trends.
Account Manager
HUNTERS International Insurance
10.2019 - 06.2023
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Delivered advice to clients, proposing best insurance coverages required for their assets.
- Prepared Renewals for clients and presented alternative options through thorough research and comparing markets that best suited the clients' needs and goals
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Ensured maximum client satisfaction by providing exceptional and personalized service, enhancing client satisfaction which created a profit increase of 20% compared to last year
- Supported Vice-President & CEO by managing alone the bookkeeping of our Equine international program, managing that payments to our international broker and insurer are processed through our CRM.
Account Assistant
InsureWise
05.2019 - 10.2019
- Handled outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage
- Resolved customer issues and complaints promptly and politely, upholding satisfaction.
- Calculated quotes and educated potential clients on insurance options.
Insurance Broker
EASY LINKS FINANCIAL INC
12.2018 - 06.2019
- Processed applications, payments, corrections, endorsements, and cancellations.
- Promoted client retention through high-quality service and follow-through.
- Provided information and answered questions via personal meetings, telephone calls, and email.
- Controlled and managed document processes by reviewing files, records, and critical information to confirm accuracy and ensure compliance with company policies and procedures
- Wrote email messages, memos, and business letters for management and proofread all documentation to provide error-free correspondence
Insurance Agent
Allianz Global Assistance
11.2017 - 12.2018
- Remote
- Answer approximately 100+ inbound calls per day
- Provided quotes over the phone while obtaining details and processing eligibility questionnaires
- Provided upsell products for client travel needs
- Worked with the sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Upkept Continuing education courses to stay informed of the latest products and trends.
Loan Officer/Customer Service Rep/Quality Assurance Moneykey
05.2014 - 10.2017
- Answer approximately 50+ calls per day and make 100+outbound calls per day
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action
- Analyzed applicants' financial status, credit, and property evaluation to determine the feasibility of granting the loan
- Won multiple awards for client satisfaction reviews and for training new team members
- Verified client information through bankverification calls in order to process returning customer loans in order to achieve the company conversion rate of 90%
- Auditing finance applications exercising high attention to detail, analytical skills, and due diligence prior to funding issues risk management assessments on applications ensuring they meet compliance and regulatory guidelines
Customer Service Rep/Teller
06.2012 - 05.2014
- Money
- Maintained exceptional inbound and outbound phone skills to communicate products and services with new and existing clients
- Participated in the planning and execution of local store marketing initiatives, both internally and externally
- Adhered to regulatory requirements and diligence in reporting as required by AML legislation
- Adhere to all cash control policies outlined in the policies and procedures
- Created revenue growth through cross-selling promotions and products by communicating with clients and identifying needs
Teller
Calforex
08.2011 - 06.2012
- Maintained exceptional and professional phone skills to communicate product information regarding FX rates
- Adhered to regulatory requirements and diligence in reporting as required by AML legislation
- Adhere to all cash control policies outlined in the policies and procedures.
Education
High School Diploma -
Westview Centennial S.S
Bachelor of Arts -
York University
Skills
- Customer Service
- Client Account Management
- Carrier Negotiations
- Critical Thinking
- Fluent in English, Spanish and Portuguese
- Analytical Thinking
- Teamwork and Collaboration
- Microsoft Word
Timeline
Benefits Service Analyst
Yellow Raincoat Benefits Consultant
06.2023 - 01.2024
Account Manager
HUNTERS International Insurance
10.2019 - 06.2023
Account Assistant
InsureWise
05.2019 - 10.2019
Insurance Broker
EASY LINKS FINANCIAL INC
12.2018 - 06.2019
Insurance Agent
Allianz Global Assistance
11.2017 - 12.2018
Loan Officer/Customer Service Rep/Quality Assurance Moneykey
05.2014 - 10.2017
Customer Service Rep/Teller
06.2012 - 05.2014
Teller
Calforex
08.2011 - 06.2012
High School Diploma -
Westview Centennial S.S
Bachelor of Arts -
York University
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