Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
Client Solutions Manager
Arthur J. Gallagher
12.2023 - Current
Analyze Client Coverages, Exposures, and Loss Experience to determine Risk Requirements
Built strong relationships with clients through regular communication, timely conflict resolution, and ongoing policy support.
Collaborated with cross-functional teams to ensure seamless delivery of policy packages and services to clients.
Thoroughly review renewal policy packages for discrepancies to ensure client is insured appropriately
Conduct weekly reviews of accounts receivables to ensure policy premiums are obtained in a timely manner
Keep current with insurance markets through the everchanging industry
Business Development Agent
Allstate Insurance
04.2022 - 12.2023
Maintained extensive knowledge of company products and services to provide top-notch expertise to clients.
Developed business pipeline using cold and warm techniques.
Expanded business through effective network development, identifying new, and prospective clients.
Utilized knowledge of industry trends to develop value-added solutions and approaches for target audiences.
Successfully Underwrite and Bind Contracts in a timely manner for prospects and clients.
Associate Insurance Advisor
Co-operators Insurance
06.2020 - 04.2022
Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Explained features, advantages and disadvantages of various policies to promote insurance sales.
Calculated premiums and established payment methods.
Identify and cross-sell additional products and services after identifying customer needs and requirements.
Assistant Manager
Enterprise Rent-A-Car
11.2017 - 03.2020
Supervised day-to-day operations to meet performance, quality and service expectations.
Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Evaluate overall performance of Branch employees and assist in training to improve branch morale and growth of employees
Assist in daily sales at the Branch, informing and promoting products and services in order to elevate customer satisfaction and reach profit goals
Education
Advanced Diploma - Business Administration - Marketing
Sheridan College Institute of Technology And Advanced Learning
Mississauga, ON
06.2017
Skills
Effective prospect identification
Client relationship development
Negotiation expertise
Marketing coordination
Effective customer engagement
Experienced with Microsoft Office applications
Proficient in independent and team-oriented tasks
Effective work organization and prioritization
Timeline
Client Solutions Manager
Arthur J. Gallagher
12.2023 - Current
Business Development Agent
Allstate Insurance
04.2022 - 12.2023
Associate Insurance Advisor
Co-operators Insurance
06.2020 - 04.2022
Assistant Manager
Enterprise Rent-A-Car
11.2017 - 03.2020
Advanced Diploma - Business Administration - Marketing
Sheridan College Institute of Technology And Advanced Learning