Crystal Gurney
Victoria,BC
Summary
Experienced Commercial Account Executive skilled in commercial risk assessment and management within the construction industry. Expertise in identifying complex risk exposures and developing strategic solutions that enhance client outcomes and satisfaction.
Overview
1
1
Certification
17
17
years of professional experience
Work History
Commercial Account Executive
Hub International Insurance
Victoria, BC
08.2023 - 06.2026
- Developed and executed comprehensive sales plans, establishing strategic priorities, targets and initiatives to drive business growth and achieve revenue objectives.
- Cultivated strong relationships with commercial clients and underwriters to drive business growth.
- Negotiated contracts and terms to improve client retention and satisfaction.
- Identified cross-selling and upselling opportunities to enhance client portfolios.
- Identified risk exposures and developed corrective action plans to mitigate them for commercial clients, enhancing client trust.
- Performed risk exposure analysis and annual reviews of accounts, increasing retention of current clients.
- Assessed client needs, provided quotations, and made recommendations for services.
- Drafted proposals for potential clients, clearly outlining terms of service agreements and pricing structures to facilitate decision-making.
- Conducted market research and analysis to uncover new client segments, informing targeted outreach strategies.
Commercial Account Manager
Hub International Insurance
Victoria, BC
01.2022 - 07.2023
- Managed accounts through order processing, invoicing, credit checks, and collections, ensuring accurate account management and integrity.
- Reviewed client accounts for compliance and updates to align services with client needs.
- Guided clients in completing claim requests, coordinating responses from carriers and tracking claim status to facilitate timely resolutions.
Mobile Road Advisor, Auto Insurance
Hub International Insurance
Victoria, BC
06.2009 - 01.2022
- Guided clients in selecting tailored insurance coverage and policies, enhancing their satisfaction and security.
- Informed clients about policy features, benefits, and limitations to enhance understanding and decision-making.
- Performed risk assessments to accurately identify and address client insurance needs.
- Processed policy applications and renewals accurately and efficiently.
- Surpassed monthly sales targets by implementing strategic sales techniques.
- Monitored industry trends and regulations to provide clients with timely and accurate insurance advice.
- Nurtured partnerships with dealership owners and managers, fostering collaboration that expanded referral opportunities.
Education
High School Diploma -
Belmont High School
Victoria, BCSkills
- Sales strategy
- Sales forecasting
- Contract negotiation
- Client relations
- Account management
- Risk assessment
- Problem solving
Certification
- Construction Risk and Insurance Specialist
- General Insurance License Level 2
- Canadian Risk Management
Timeline
Commercial Account Executive
Hub International Insurance
08.2023 - 06.2026
Commercial Account Manager
Hub International Insurance
01.2022 - 07.2023
Mobile Road Advisor, Auto Insurance
Hub International Insurance
06.2009 - 01.2022
High School Diploma -
Belmont High School