Graham Baker
Georgetown
Summary
Dynamic insurance professional with extensive experience at Ontario Insurance Network, excelling in contract negotiation and client retention. Proven track record of mentoring teams and implementing effective business procedures, resulting in increased client satisfaction and repeat business. Adept at market analysis and relationship management, fostering long-term partnerships and driving growth.
Overview
32
32
years of professional experience
Work History
Managing Partner
Ontario Insurance Network
07.2018 - Current
- Negotiated high-value contracts with clients, securing profitable partnerships for the company.
- Established and implemented business procedures and process improvements.
- Mentored junior staff members, resulting in a more cohesive team and increased overall performance.
- Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
- Increased client base by implementing effective marketing strategies and fostering long-term relationships.
Licensed Insurance Broker
All-Risks Insurance Brokers
06.2014 - 06.2018
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Resolved client claims efficiently by working closely with adjusters and other stakeholders throughout the claims process.
- Analyzed market data to identify potential growth areas within the local community, targeting prospective clients through promotional campaigns or direct outreach efforts.
- Built a diverse portfolio of commercial and personal lines clientele through targeted marketing efforts and referrals from satisfied customers.
Insurance Broker
CCV Insurance Brokers
02.2013 - 06.2014
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
Insurance Agent
Allstate
02.2012 - 02.2013
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Owner /Insurance Broker
Hometown Insurance & Financial Services Inc
08.1998 - 02.2011
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Consulted with customers to assess needs and propose optimal solutions.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Implemented marketing strategies to increase brand awareness and attract new customers.
Insurance Agent
Co-operators Insurance
11.1992 - 08.1998
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Education
Bachelor of Arts - Audio Engineering
Heritage School of Communicatiosn
Charlotte NC05-1984
GED -
James Fowler High School
Calgary, AB06-1982
Skills
- Contract negotiation
- Business procedures
- Client retention
- Market analysis
- Employee training
- Customer service
- Sales strategy
- Risk assessment
- Relationship management
- Regulatory compliance
Languages
English
Full Professional
Timeline
Managing Partner
Ontario Insurance Network
07.2018 - Current
Licensed Insurance Broker
All-Risks Insurance Brokers
06.2014 - 06.2018
Insurance Broker
CCV Insurance Brokers
02.2013 - 06.2014
Insurance Agent
Allstate
02.2012 - 02.2013
Owner /Insurance Broker
Hometown Insurance & Financial Services Inc
08.1998 - 02.2011
Insurance Agent
Co-operators Insurance
11.1992 - 08.1998
Bachelor of Arts - Audio Engineering
Heritage School of Communicatiosn
GED -
James Fowler High School
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