Summary
Overview
Work History
Education
Skills
References
Languages
Certification
Snowboarding
Timeline
Generic

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, NS
05.2005

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
Heather Kent