Claudia Fortin
Gatineau
Summary
Dynamic Commercial Client Executive with a proven track record at Palladium Insurance Brokers, adept at developing tailored insurance portfolios and negotiating competitive terms. Leveraging strong interpersonal skills and operations management expertise, I foster robust client relationships and deliver strategic insights, enhancing client satisfaction and retention.
Overview
8
8
years of professional experience
Work History
Commercial Client Executive
Palladium Insurance Brokers
02.2024 - Current
- Developed comprehensive insurance portfolios tailored to client needs and risk profiles.
- Evaluated insurance policies and provided clients with expert guidance on coverage options.
- Collaborated with underwriters to negotiate competitive policy terms and pricing.
- Monitored market trends to offer strategic insights on new products and services available in commercial insurance.
Insurance Broker
KBD Insurance
02.2018 - 02.2025
- Conducted market research to identify competitive insurance products and pricing strategies.
- Streamlined client onboarding processes, improving efficiency in policy management.
- Fostered strong client relationships through regular communication and personalized service initiatives.
- Collaborated with underwriters to assess risk factors and determine appropriate coverage limits.
Education
Bachelor of Science - Athletic Training
Concordia University
Montreal05-2019
High School Diploma -
Cardinal-Roy High School
Québec, QC06-2012
Skills
- Interpersonal skills
- Operations management
- Executive support
- Customer-oriented
- Team leadership
- Client account management
Languages
French
Native or Bilingual
English
Native or Bilingual
Timeline
Commercial Client Executive
Palladium Insurance Brokers
02.2024 - Current
Insurance Broker
KBD Insurance
02.2018 - 02.2025
Bachelor of Science - Athletic Training
Concordia University
High School Diploma -
Cardinal-Roy High School
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