Heidi Tucker
INVERARY,ON
Summary
Dynamic insurance professional with extensive experience as a licensed Insurance Broker, excelling in risk assessment and client advocacy. Proven track record in negotiating favorable contracts and mentoring teams, fostering strong relationships. Adept in portfolio management and conflict resolution, committed to delivering exceptional service and driving client satisfaction.
Overview
22
22
years of professional experience
Education
CAIB - Canadian Accredited Insurance Broker
IBAO
Toronto, ON05.2007
Registered Insurance Broker (Ontario) - General Insurance
REGISTERED INSURANCE BROKERS OF ONTARIO
Kingston, ON09.2004
Office Administration -
Academy of Learning Career College
Kingston, ON02.2004
General Arts & Science Diploma - General Arts And Science
St. Lawrence College
Kingston, ON05.1997
Child And Youth Worker (CYW) - Social Services
St. Lawrence College
Kingston, ON04.1997
Work History
Account Executive/Senior Broker/Super User
Acera Insurance/Dorey Tolgyesi Insurance Brokers
12.2015 - Current
- I joined Dorey Tolgyesi Insurance Brokers Ltd in December 2015 after several meetings with Ernie Tolgyesi - I respected his businesses practices and felt the brokerage would be a good fit for my career goals.
- Provided support and expertise when we switch the Broker Management System from TAM to SigXp
- Provide exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Assisted the Kingston team when switching Broker Management Sytems from SigXP to Applied Epic
- Mentor new brokers
- Advocate for clients when placing risks and managing difficult claims
- Encourage team inclusive types and development
Insurance Broker
Newman, Oliver & McCarten Insurance Brokers
06.2007 - 11.2015
- Newman, Oliver & McCarten Insurance Brokers Ltd purchased Bronskill Insurance in 2007. We went from one small office to several across Eastern Ontario.
- I learned to thrive as part of a larger team, and appreciated the collective knowledge and skill base
- I helped to hire, interview and train new staff,
- Managed the branch accounting and bank deposits
- Assisted with the transition from the TAM Broker Management System to SigXP
- Fostered and maintained client and company relationships
- Furthered my education and obtained my CAIB designation
- Conducted comprehensive risk assessments to identify coverage gaps and recommend appropriate policies in both Pesonal and Commercial
- Mentored junior brokers on best practices in client management and industry regulations, fostering team development.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
RIBO LICENSED INSURANCE BROKER
Bronskill Insurance Brokers Ltd
02.2004 - 11.2015
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Analyzed clients' insurance needs and provided tailored policy recommendations to optimize coverage.
- Guided clients through complex insurance processes, ensuring clear communication and understanding of options.
- Collaborated with underwriters to negotiate optimal terms and pricing for diverse insurance products.
- Licensed in September 2004, I started my Insurance journey after a short stint as a receptionist at this family run brokerage. I was mentored by the best brokers who taught me the ropes and encouraged my professional development.
Affiliations
Insurance Brokers Association of Ontario (IBAO)
Kingston Insurance Brokers Association (KIBA)
Timeline
Account Executive/Senior Broker/Super User
Acera Insurance/Dorey Tolgyesi Insurance Brokers
12.2015 - Current
Insurance Broker
Newman, Oliver & McCarten Insurance Brokers
06.2007 - 11.2015
RIBO LICENSED INSURANCE BROKER
Bronskill Insurance Brokers Ltd
02.2004 - 11.2015
CAIB - Canadian Accredited Insurance Broker
IBAO
Registered Insurance Broker (Ontario) - General Insurance
REGISTERED INSURANCE BROKERS OF ONTARIO
Office Administration -
Academy of Learning Career College
General Arts & Science Diploma - General Arts And Science
St. Lawrence College
Child And Youth Worker (CYW) - Social Services
St. Lawrence College