Jackie Sargeant
Chilliwack,BC
Summary
Dynamic Branch Manager at Hub International Insurance Brokers with a proven track record in driving revenue growth and enhancing client relationships. Skilled in branch operations management and business development, I excel at building high-performing teams and implementing effective sales strategies, consistently exceeding targets and fostering long-term partnerships.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Branch Manager - Multiple Branches
Hub International Insurance Brokers
09.2021 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Managed large team of over 30 employees throughout 3 branches.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Senior Broker
Canada Brokerlink Inc.
08.2018 - 09.2021
- Delivered exceptional customer service by addressing concerns promptly and proactively offering targeted solutions to individual needs.
- Managed high-value accounts with precision, maintaining confidentiality and preserving trust between the firm and its clients.
- Mentored junior brokers, sharing industry insights and best practices while promoting a collaborative work environment.
- Recorded supporting documentation for phone calls and written correspondence.
- Completed training programs to remain updated and further develop proficiency of important industry information.
Underwriting Assistant - Commerical Transportation
Northbridge Financial Group
10.2015 - 08.2018
- Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
- Provided excellent customer service to agents and brokers, fostering strong relationships and facilitating timely communications on policy updates.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Performed wide-ranging administrative, financial and service-related functions.
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Relationship building and management
- Client relationship management
- Strong team-builder
- Business development
- Sales development
Certification
- Licensed Level 2 General Insurance Agent
Timeline
Branch Manager - Multiple Branches
Hub International Insurance Brokers
09.2021 - Current
Senior Broker
Canada Brokerlink Inc.
08.2018 - 09.2021
Underwriting Assistant - Commerical Transportation
Northbridge Financial Group
10.2015 - 08.2018
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