Dawn Peck
Nanaimo,BC
Summary
Achieved significant client retention and revenue growth at HUB International by leveraging expertise in insurance product knowledge and fostering strong relationships. Excelled in policy analysis and claims handling, mentoring junior advisors, and leading the Social Committee. Demonstrated proficiency in financial planning and relationship building, ensuring clients received comprehensive and transparent advice. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
10
10
years of professional experience
Work History
Personal Insurance Advisor
HUB International
09.2021 - Current
- Promoted cross-selling opportunities within the agency by collaborating closely with colleagues from other lines of business.
- Resolved complex client claims issues, ensuring timely settlement and maintaining high levels of customer retention.
- Developed comprehensive risk assessments to ensure appropriate coverage recommendations for clients.
- Generated increased revenue with targeted sales strategies and effective client relationship management.
- Working as team lead to support staff when manager was away
- Head of Social Committee
- Mentored junior advisors, sharing industry knowledge and best practices to improve overall team performance.
- Assisted clients in navigating complex policy documents, promoting transparency and understanding of coverage details.
Auto Insurance Advisor
HUB International
09.2014 - 09.2021
- Built and maintained relationships with clients to provide ongoing support.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Quickly learned new skills and applied them daily
- Processed policies and cash journals
- Learned personal lines skills while servicing dealerships with road service
Education
Online
Skills
- Insurance product knowledge
- Policy analysis
- Underwriting principles
- Financial Planning
- Quotes and sales
- Claims Handling
- Relationship Building
- Data Entry
Timeline
Personal Insurance Advisor
HUB International
09.2021 - Current
Auto Insurance Advisor
HUB International
09.2014 - 09.2021
Online
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