Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Licenses
Additional Information
Timeline
Intern
Greg Chatelain

Greg Chatelain

Strathroy,ON

Summary

Motivated business professional bringing over 10 years of entrepreneurial experience. A small business and insurance specialist who is dedicated and personable with extensive experience in managing administrative and sales operations. Well-versed in risk management, extreme loss circumstances and overall loss prevention applications.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Front Line Commercial Underwriter

Desjardins Insurance
08.2024 - Current
  • Analyzed complex data such as market trends, financial data and personal traits to evaluate the insurance risk of a person or entity
  • Established strong relationships with clients to negotiate favourable pricing, ensured effective coverage and provided sound advice with regards to risk.
  • Maintained compliance with industry regulations and updated policies accordingly to protect both customers interests as well as those of the small business itself.
  • Adjusted pricing strategies based on competitor analysis which resulted in an increase of overall market share for the agency.

Co-Owner/Operator

Kootenay Park Lodge
04.2015 - 07.2021
  • Improved overall efficiency by implementing cost-effective technology solutions throughout various aspects of the operation.
  • Built strong community ties through active participation in local events, which amplified the brand''s presence in the market and contributed to increased business referrals.
  • Fostered a positive work environment by encouraging open communication channels among employees while maintaining high ethical standards.
  • Directed hiring processes, ensuring a well-qualified workforce that contributed to the success of the organization.
  • Addressed customer complaints promptly, resulting in improved client satisfaction rates and increased loyalty.
  • Established performance metrics for staff evaluation purposes, promoting accountability among team members while setting clear expectations regarding their roles within the company structure.

Account Manager

Aon Reed/ State Farm Insurance Inc
04.2011 - 04.2015
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Evaluated client needs and developed tailored solutions to increase positive customer ratings.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Educated clients on new products or services to increase customer engagement with brand.

Education

Bachelor of Arts -

Laurentian University
Greater Sudbury, ON

Associate of Science - Business

Cambrian College of Applied Arts And Technology
Greater Sudbury, ON

Skills

  • Social Media Marketing
  • Sales management
  • Operations Management
  • E-commerce management
  • Risk Mitigation
  • Analyzing data
  • Policy renewal
  • Loss Protection
  • Risk Management
  • Caseload Management
  • Business Development
  • Coverage Determination
  • Risk Assessment
  • Application Review
  • Profitability Optimization
  • Loss Mitigation
  • Revenue Generation
  • Policy Interpretation
  • Client Relationship Building
  • Agent support
  • Analytical Skills
  • Professionalism
  • Adaptability and Flexibility
  • Problem-solving abilities

Accomplishments

Successfully mitigated 2 wildfire evacuations of an entire resort while maintaining business reputation, bottom line and client relationships


Increased gross profit 50% over my tenure as a resort owner


Managed the 1 year long sale of the resort while in operation with a seamless transition


Increased insurance policy coverages and limits by underwriting the policy prior to ownership, which directly stabilized the resort during the wildfire evacuations


Recognized as top 40 under 40 (Kootenay Biz)


Graduate of TDP (Team Development Program ) State Farm Insurance

Languages

English
Native or Bilingual

Certification


TDP - Team Development Program


CPR & First Aid


WHMIS



Licenses

OTL - Other Than Life

Additional Information

Currently a volunteer coach for the free youth soccer program in Kerrwood, Ont and a volunteer coach for girls summer hockey (Blue Water Hawks). I am also a member of the Optimist Club.

Timeline

Front Line Commercial Underwriter

Desjardins Insurance
08.2024 - Current

Co-Owner/Operator

Kootenay Park Lodge
04.2015 - 07.2021

Account Manager

Aon Reed/ State Farm Insurance Inc
04.2011 - 04.2015

Bachelor of Arts -

Laurentian University

Associate of Science - Business

Cambrian College of Applied Arts And Technology

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Greg Chatelain