Dynamic sales and customer service professional with a proven track record at Belairdirect Insurance. Expert in client engagement and analytical problem resolution, consistently enhancing customer satisfaction and retention. Skilled in document organization and adept at building strong relationships, driving successful outcomes through tailored solutions and effective communication.
Overview
26
26
years of professional experience
Work History
Specialist Sales & Customer Service
Belairdirect Insurance (Intact Financial Corp.)
10.2023 - 01.2025
Enhanced customer satisfaction with timely and accurate issue resolution.
Built strong relationships with clients through consistent communication and excellent customer service.
Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
Cross-sold insurance products to existing clients to reach sales targets.
Insurance Broker
Johnson Inc., Unifund Assurance Co.
09.2021 - 10.2023
Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients' unique situations.
Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
Trained new team members in company policies and procedures, ensuring consistent delivery of support services.
Assisted with onboarding of new employees.
Supported staff on special assignments and ad hoc projects.
Unlicensed Back Office Support
Johnson Inc., Unifund Assurance Co.
03.2020 - 09.2021
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Managed time efficiently in order to complete all tasks within deadlines.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Administrative Assistant
Johnson Inc., Unifund Assurance Co.
06.2015 - 09.2021
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
Developed filing system for historical documents, preserving important company records and improving access to information.
Assisted coworkers and staff members with special tasks on daily basis.
Volunteered to help with special projects of varying degrees of complexity.
Customer Care Solutions Analyst
ATCO I-Tek
01.1999 - 12.2014
Improved client satisfaction by identifying and addressing complex business challenges through tailored solutions.
Served as a liaison between technical teams and business stakeholders, ensuring clear communication of project goals and requirements.
Designed custom analytics tools for better data-driven decision-making within the organization.
Evaluated new technologies for potential integration into existing systems, recommending promising options to leadership teams.
Supported post-implementation reviews to assess solution effectiveness and identify areas for further improvement.
Implemented process improvements that reduced operational inefficiencies while maintaining quality standards.
Created detailed documentation for implemented solutions, ensuring all relevant parties had access to necessary information for future reference or troubleshooting purposes.
Agente Première Ligne au Service d’indemnisation at Intact et Belairdirect assurancesAgente Première Ligne au Service d’indemnisation at Intact et Belairdirect assurances