- Enjoy participating in yoga for overall physical and mental well-being
- Doing Puzzles
- Knitting and Crocheting
- Dancing
- Reading
- Paint by Numbers
Jacky Clemetson
Sherwood Park
Summary
Accomplished Client Manager with a proven track record at HUB International Insurance Brokers, excelling in client services and Microsoft Excel. Renowned for enhancing customer satisfaction and retention through analytical problem-solving and exceptional interpersonal skills. Demonstrated ability to deliver tailored solutions, ensuring client trust and fostering robust relationships.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Client Manager
HUB International Insurance Brokers
10.2020 - Current
- Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
- Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
- Build client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Process renewals, proposals, and claims history
- Ensure accuracy of plan documents
- Attend Client Meetings
- Act as a liaison between client and insurance carriers
Senior Client Manager
Clearpoint Advisory Group Inc.
04.2013 - 10.2020
- Delivered exceptional customer service py proactively anticipating clients needs and providing tailored solutions
- Establish trust with clients through consistent follow-up
- Build client relationships by being available and responding efficiently to inquiries
- Process renewals, proposals, and claims history reports
- Attend Client meetings
- Provide employee meetings
Service Representative
Sunlife Financial
01.2011 - 04.2013
- Maintained comprehensive knowledge of company products and services, ensuring accurate information was relayed to customers at all times.
- Increased customer retention with exceptional interpersonal skills and proactive problem-solving abilities.
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
Service Representative
Great-West Life Assurance
01.1997 - 01.2011
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Consistently demonstrated a strong work ethic, arriving punctually for shifts and maintaining focus on providing top-tier service throughout entire workday.
- Contributed to positive team morale by fostering an inclusive work environment that encouraged collaboration amongst colleagues from diverse backgrounds and skill sets.
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
Education
No Degree - Legal Administrative Assistant
Success Compu College
Winnipeg, MB06-1996
High School Diploma -
Churchill High School
Winnipeg, MB06-1993
Skills
- Client services
- Special projects
- Customer service
- Time management
- Analytical problem solver
- Spreadsheets
- Microsoft outlook
- Microsoft Excel
Certification
- Accredited Customer Service Representative (ACSR) - The Institutes.
- Registered Health Underwriter (RHU) - American College of Financial Services.
- Group Benefits Associate (GBA)
Interests
Timeline
Client Manager
HUB International Insurance Brokers
10.2020 - Current
Senior Client Manager
Clearpoint Advisory Group Inc.
04.2013 - 10.2020
Service Representative
Sunlife Financial
01.2011 - 04.2013
Service Representative
Great-West Life Assurance
01.1997 - 01.2011
No Degree - Legal Administrative Assistant
Success Compu College
High School Diploma -
Churchill High School
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