Emilie Fournier
Iroquois Falls
Summary
Senior personal insurance broker with 14 years of experience in marketing and sales across multiple insurance lines. Proven track record of success in fast-paced environments, consistently meeting and exceeding sales targets. Skilled in gathering customer information to provide tailored insurance solutions and adept at converting warm leads into referrals. Expertise in both service and sales brokerage, driving customer satisfaction and business growth.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Insurance Sales Advisor
Brokerlink
Timmins
05.2022 - Current
- Advised clients on insurance policies and coverage options.
- Secured new business by utilizing cold-calling, networking, referrals, and various lead generation methods.
- Developed relationships with clients for ongoing service and support.
- Maintained strong client relationships through proactive follow-ups and consistent quality service.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Collaborated with underwriters to assess client risk profiles.
- Educated clients on claims processes and documentation requirements.
- Conducted policy reviews to ensure compliance with regulations.
- Negotiated with potential customers to close deals in a timely manner.
- Negotiated policy terms and premiums with potential clients, ensuring competitive offers.
- Prepared and delivered detailed policy proposals and quotes to potential clients.
- Maintained up-to-date knowledge of all available insurance products in order to provide accurate advice.
- Resolved client inquiries promptly through effective communication.
- Followed up with clients to ensure satisfaction with their policies and services provided.
- Identified cross-selling opportunities within existing customer accounts.
- Implemented targeted sales strategies to expand customer base and enhance market presence.
- Developed and executed effective sales strategies to meet and exceed monthly sales targets.
- Recognized by management for providing exceptional customer service.
Personal Lines Insurance Broker
Robichaud Insurance
Iroquois Falls
07.2017 - Current
- Exceeded annual sales quota by 20% through effective client relationships.
- Achieved sales targets for new policies through strategic client engagement.
- Researched and analyzed insurance options to provide tailored recommendations that met client needs.
- Verified clients received optimal coverage by researching providers and evaluating policies and premiums.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Reviewed insurance inquiries and accommodated various requests to enhance agency's reputation for customer service.
- Built and maintained professional relationships to secure sustainable, profitable partnerships.
- Provided leadership and training for new agents regarding industry best practices and company policies.
Personal Lines Insurance Broker
PBL Insurance Limited, Davidson de Laplante
Iroquois Falls
04.2013 - 07.2017
- Gather information from clients to access their insurance needs.
- Quote new business.
- Renew, modify or remarket existing policies.
- Identify cross-sell opportunities and referrals from existing customers.
- Develop and maintain relationships with clients and underwriters.
- Assist clients in the claim process.
- Documented client files meticulously and maintained detailed records for accurate policy management.
- Collected insurance premiums and invoiced accounts to ensure timely payments.
- Offer new products to clients.
- Discuss new changes to clients affecting their policies (i.e.
- Accident Benefits).
- Adapted to new technology efficiently in a fast-paced environment.
Personal Lines Insurance Broker
BMT Insurance & Financial Services
Cochrane
04.2012 - 04.2013
- Gathered client information to assess insurance needs and provide tailored solutions.
- Provided insurance quotes to clients after assessing their needs.
- Renewed and amended policies to ensure comprehensive coverage for clients.
- Develop and maintain relationships with clients and underwriters.
- Collected premiums and invoiced accounts to maintain accurate financial records.
- Keep detailed records of each and every policy; file hard copies.
- Performed accounting tasks and managed receptionist responsibilities in office.
Education
College Diploma - General Business
Cambrian College
Sudbury, ON05-2012
Skills
- Insurance sales strategy
- Policy management expertise
- Policy selling techniques
- Policy adjustment knowledge
- Policy sales quotations
- Sales strategy development
- Customer relationship management
- Client account management
- Cross-selling and upselling
- Customer retention strategies
- Customer care excellence
- Customer service proficiency
- Effective communication skills
- Active listening
- Bilingual communication
- Microsoft Office proficiency
- Product knowledge expertise
- Sales quota strategies
Certification
RIBO (2012)
CAIB (2017)
Languages
- English
- French
References
References available upon request
Accomplishments
Gold Tier of the 2024 President's Club at Brokerlink
Timeline
Insurance Sales Advisor
Brokerlink
05.2022 - Current
Personal Lines Insurance Broker
Robichaud Insurance
07.2017 - Current
Personal Lines Insurance Broker
PBL Insurance Limited, Davidson de Laplante
04.2013 - 07.2017
Personal Lines Insurance Broker
BMT Insurance & Financial Services
04.2012 - 04.2013
College Diploma - General Business
Cambrian College