Summary
Overview
Work History
Education
Skills
Languages
Timeline
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GIANCARLO CLEMENTE

Montréal

Summary

Dynamic Damage Insurance Broker with a proven track record at AD Assurances Inc, excelling in risk analysis and client relationship management. Achieved a 98% client renewal rate while leveraging strong negotiation strategies and sales acumen to drive revenue growth and generate referrals. Committed to delivering exceptional customer support and tailored insurance solutions.

Overview

14
14
years of professional experience

Work History

Damage Insurance Broker

AD Assurances Inc (Intergroupe Assurances Inc)
Montreal
01.2023 - Current
  • Developed customized quotes informed by detailed risk analysis.
  • Efficiently managed numerous accounts, ensuring adherence to deadlines.
  • Facilitated meetings and phone calls with potential clients for policy presentations and inquiries.
  • Assessed prospective clients' financial needs and reviewed their current coverage.
  • Generated repeat business and referrals through individualized service approaches.

DAMAGE INSURANCE OFFICE OWNER

9370-8915 Québec Inc.
Montréal
05.2019 - 05.2021
  • Owned and operated a brokerage firm and administered day-to-day activities of a successful damage insurance brokerage firm.
  • Built a sustainable business and sold it profitably to a brokerage office that saw value and opportunity.
  • Established and maintained relationships with over 1000+ individuals and business customers.
  • Generated revenue growth opportunities by identifying quality potential prospects and generating referrals for center of influence network.
  • Advised clients on how to mitigate risks for commercial and residential properties.
  • Consistently met and exceeded business goals while maintaining a 98% client renewal rate.
  • Researched insurance company policies and negotiated with underwriters to establish suitability between clients and companies.

ACCOUNT MANAGER COMMERCIAL INSURANCE

Assurances Clemente
Montréal
11.2014 - 05.2019
  • Responsible for an assigned book of business clients, and expected to service, retain and grow the portfolio.
  • Conduct risk management audits to ensure compliance with AMF regulations and company policies.
  • Provided support to clients by assisting with claims processing and renewal needs including policy changes or additions.
  • Developed sales leads using various lead generation techniques such as networking events, referrals from current clients, cold calling, etc.
  • Created and implemented a marketing plan that included direct mailers, email campaigns, social media posts, and print advertisements.

Customer Service Representative - Call Center

Assurances Banque Nationale
Montréal
01.2011 - 01.2014
  • Achieving quarterly goals and objectives by demonstrating knowledge of products and services to bank customers.
  • Assist customers with processing modifications to their existing policies.
  • Listen to customer needs and resolve situations while providing excellent customer service.
  • Applied organization and time management skills when coordinating and responding to inbound telephone and email inquiries.
  • Promoted to a managerial position in client retention within 1 year at the company.

Education

Damage Insurance Broker -

Vanier College
Montreal, QC
01-2011

Skills

  • Customer support
  • Communication proficiency
  • Sales acumen
  • Leadership experience
  • Negotiation strategies
  • Comprehensive product knowledge
  • Problem resolution skills
  • Cold calling effectiveness
  • Reliability in performance
  • Decisive action

Languages

  • English
  • French
  • Italian

Timeline

Damage Insurance Broker

AD Assurances Inc (Intergroupe Assurances Inc)
01.2023 - Current

DAMAGE INSURANCE OFFICE OWNER

9370-8915 Québec Inc.
05.2019 - 05.2021

ACCOUNT MANAGER COMMERCIAL INSURANCE

Assurances Clemente
11.2014 - 05.2019

Customer Service Representative - Call Center

Assurances Banque Nationale
01.2011 - 01.2014

Damage Insurance Broker -

Vanier College
GIANCARLO CLEMENTE