Heather Kent
St. John's,NL
Summary
Accomplished Senior Account Executive with 13 years in Insurance. Committed with demonstrated success in sales, customer relations and prospecting. Ambitious and dedicated leader with experience training and mentoring new team members.
- University Graduate with Bachelor of Commerce Degree
- C.E.B.S. Designation
- French Immersion Diploma
- Strong interpersonal, organizational, and time management skills
- Excellent presentation and communication skills
- Results oriented
- Willingness to learn and meet the demand of new experiences
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Account Executive & Financial Advisor
Cal LeGrow Insurance
04.2023 - Current
- Took over +100 group benefits and retirement block of business from seasoned advisor for NL & NS
- Developed new relationships with all businesses owners and worked on their behalf to ensure their benefit plans are of best value according to their needs
- Renewal analysis and negotiation with insurance and investment companies
- Advise individuals on suitable insurance and investments products
- Manage team of service and support personnel.
Senior Account Executive
Canada Life
04.2011 - 04.2023
- Building strong relationships with financial advisors
- In charge of group benefit sales for all of NL
- Grew and managed block of over 500 clients
- Leading service and support team to ensure maximum sales and retention results
- Regular client presentations and employee information forums.
Accountant
Solium Capital (Now Morgan Stanley)
01.2008 - 04.2011
- Ran lead on new reconciliation software
- Reconciled large amounts of data on daily basis
- Helped integrate new processes and initiatives with other departments of company during their growth years to find best efficiencies.
Field Service Representative
General Electric
03.2007 - 04.2008
- Recruit new sales accounts and/or build higher inventory on current accounts
- Worked independently with minimal supervision in organizing routes and schedules to complete monthly quota
- Communicate adjustments or account problems related to misapplied/unapplied funds, credit balances and/or disputed payments to territory manager
- Maintain strong professional relationship with dealers from each account.
Education
Bachelor of Commerce Degree - Finance
Saint Mary's University
Halifax, NS05.2005
Skills
- Business development and planning
- Creative Thinking
- Issue Resolution
- Business Development
- Account Management
- Relationship Building
- Client Relationship Management
References
References available upon request.
Languages
English
Native or Bilingual
French
Limited Working
Certification
- Certified Employee Benefits Specialist - 2020
- Life License - 2017
Snowboarding
Avid snowboarder (ex-skier)
Timeline
Senior Account Executive & Financial Advisor
Cal LeGrow Insurance
04.2023 - Current
Senior Account Executive
Canada Life
04.2011 - 04.2023
Accountant
Solium Capital (Now Morgan Stanley)
01.2008 - 04.2011
Field Service Representative
General Electric
03.2007 - 04.2008
Bachelor of Commerce Degree - Finance
Saint Mary's University
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