Jennie Kennedy
Wellesley
Summary
Seasoned Sales driven professional with insurance experience. RIBO licensed (88%). Familiar with Microsoft Office 365, EPIC & Applied Rating Services & Powerbroker, Policy Wordings, Sales (30%+ average closing ratio) clerical areas, accounting procedures & records management with little underwriting concerns. Positive, upbeat & dependable team player with an analytical, resourceful and adaptable approach to solving routine and complex problems. Always willing to help new comers and part of the company mentorship program to teach the company policies and enforce the RIBO regulations. Looking for a challenging new role with the opportunity to make a lasting impact.
Overview
13
13
years of professional experience
Work History
Licensed Insurance Broker - Sales
Mitch Insurance
08.2025 - Current
- Developed personalized insurance solutions to meet client needs and preferences.
- Conducted comprehensive risk assessments to identify coverage gaps and recommend appropriate policies.
- Educated clients on policy options, ensuring informed decision-making for optimal coverage.
- Maintained up-to-date knowledge of industry regulations and market trends to advise clients effectively.
- Analyzed market data to identify new business opportunities and drive growth strategies effectively.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Developed and maintained a comprehensive database of client information, ensuring accurate record-keeping and facilitating targeted marketing efforts.
- Streamlined the insurance application process for clients, reducing time spent on paperwork and improving overall efficiency.
- Developed strong relationships with clients, resulting in a high level of trust and repeat business.
- Built a diverse portfolio of commercial and personal lines clientele through targeted marketing efforts and referrals from satisfied customers.
- Increased agency revenue by cross-selling additional products and services to existing clients, such as home, auto, or business insurance policies.
Licensed Insurance Broker
Crewson Insurance Brokers
06.2024 - 08.2025
- Managed comprehensive client portfolios, ensuring optimal coverage and risk management.
- Mentored junior brokers, fostering a collaborative environment for skill development.
- Established long-term relationships with clients through exceptional service and support.
- Managed all aspects of the insurance renewal process, from reviewing current policies to negotiating new terms with carriers and presenting updated options to clients.
- Assisted in training new brokers on company procedures, product offerings, sales techniques, and compliance requirements.
- Resolved client claims efficiently by working closely with adjusters and other stakeholders throughout the claims process.
- Collaborated with underwriters to negotiate favorable policy terms and rates for clients, ensuring optimal coverage at competitive prices.
- Maintained up-to-date knowledge of industry trends and regulatory changes, allowing for accurate, timely advice to clients.
- Improved client retention rates by providing exceptional customer service and ongoing communication regarding policy changes or updates.
- Conducted thorough risk assessments for potential clients, identifying potential exposures and recommending appropriate coverage levels.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Educated clients on insurance policies and procedures.
Licensed Insurance Broker - Sales
Scoop Insurance Ltd.
09.2019 - 06.2024
- Educated clients on insurance policies and procedures.
- Conducted thorough risk assessments for potential clients, identifying potential exposures and recommending appropriate coverage levels.
- Maintained up-to-date knowledge of industry trends and regulatory changes, allowing for accurate, timely advice to clients.
- Assisted in training new brokers on company procedures, product offerings, sales techniques, and compliance requirements.
- Increased agency revenue by cross-selling additional products and services to existing clients, such as home, auto, or business insurance policies.
- Built a diverse portfolio of commercial and personal lines clientele through targeted marketing efforts and referrals from satisfied customers.
- Streamlined the insurance application process for clients, reducing time spent on paperwork and improving overall efficiency.
- Developed and maintained a comprehensive database of client information, ensuring accurate record-keeping and facilitating targeted marketing efforts.
- Educated clients on policy options, ensuring informed decision-making for optimal coverage.
Inside Sales Representative
Raw Materials Company
01.2018 - 09.2019
- Managed customer accounts, ensuring timely follow-up and resolution of inquiries.
- Developed and maintained relationships with key clients to drive repeat business.
- Conducted regular market research to identify new sales opportunities and industry trends.
- Collaborated with marketing teams to create targeted campaigns for product promotions.
- Answered customers' questions regarding products, prices, and availability.
- Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
- Used CRM software to maintain detailed contact logs and account records.
- Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth product knowledge.
- Nurtured long-term customer relationships through regular check-ins, keeping them informed of relevant updates and promotions.
- Participated in industry events and trade shows to network with prospects, gather leads, and increase brand awareness.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Purchasing Manager
Interpipe Inc.
01.2016 - 01.2018
- Managed procurement processes to ensure timely delivery of goods and services.
- Developed and maintained relationships with key suppliers to enhance collaboration and performance.
- Analyzed market trends to identify cost-saving opportunities for strategic sourcing initiatives.
- Implemented inventory control procedures to reduce excess stock and improve cash flow management.
- Sourced vendors, built relationships, and negotiated prices.
- Purchased new products and oversaw inventory stocking and availability.
- Managed supplier relationships to ensure timely delivery of products and services.
- Performed monthly reconciliation of open purchasing orders.
- Coordinated paperwork, updated spreadsheets, and maintained permanent records.
Inventory Co-ordinator
Brett Young Seeds
01.2014 - 01.2016
- Coordinated inventory management processes to ensure optimal stock levels and minimize discrepancies.
- Developed training materials for new staff on inventory procedures, enhancing team efficiency and knowledge retention.
- Collaborated with procurement teams to streamline order processing and enhance supplier relationships.
- Conducted regular audits of inventory records, ensuring compliance with company policies and industry regulations.
- Resolved discrepancies between physical counts and electronic records through thorough investigation and reconciliation efforts.
- Investigated and resolved variances in inventory counts on monthly basis.
- Managed vendor relationships to ensure timely deliveries of high-quality products at competitive prices.
- Collaborated with sales and production teams to forecast demand accurately and maintain optimal inventory levels.
- Optimized warehouse space utilization by regularly assessing layout effectiveness and making necessary adjustments as needed.
- Purchased new supplies in line with projections and current inventory levels.
- Forecasted production schedules and adjusted plans to accommodate changes in demand.
Office Manager
Golden Ontario
01.2013 - 01.2014
Education
Registered Insurance Broker of Ontario - undefined
RIBO
Welland, ON01.2019
Bookkeeping Certificate - undefined
Penn Foster College
Hamilton, ON01.2016
Business Administration Diploma - undefined
Mohawk College
Hamilton, ON01.2008
Skills
- Policy analysis
- Underwriting principles
- Financial planning
- Claims handling
- Customer service
- Licensed insurance agent
- Insurance sales
- Product knowledge
- Customer retention
- Risk management
- Account management
- Cold calling
- Rapport building
- CRM tracking
- Sales quota achievement
- Large account management
- Loss analysis
- Teamwork
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Call center customer service
- Excellent communication
- Critical thinking
- Organizational skills
- Active listening
- Effective communication
- Adaptability and flexibility
- Verbal and written communication
- Adobe photoshop
- Data entry
- Task prioritization
- Property and casualty insurance
- Professionalism
- Billing inquiries
Languages
English
Native or Bilingual
Timeline
Licensed Insurance Broker - Sales
Mitch Insurance
08.2025 - Current
Licensed Insurance Broker
Crewson Insurance Brokers
06.2024 - 08.2025
Licensed Insurance Broker - Sales
Scoop Insurance Ltd.
09.2019 - 06.2024
Inside Sales Representative
Raw Materials Company
01.2018 - 09.2019
Purchasing Manager
Interpipe Inc.
01.2016 - 01.2018
Inventory Co-ordinator
Brett Young Seeds
01.2014 - 01.2016
Office Manager
Golden Ontario
01.2013 - 01.2014
Registered Insurance Broker of Ontario - undefined
RIBO
Bookkeeping Certificate - undefined
Penn Foster College
Business Administration Diploma - undefined
Mohawk College