Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Jesse Gauthier

Jesse Gauthier

St. Albert

Summary

Professional with strong background in branch management. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams.

Overview

12
12
years of professional experience

Work History

Branch Manager

Drayden Insurance Ltd.
06.2024 - Current
  • Provide leadership and direction to all team members through coaching, communication, goal-setting and performance management to form an effective team
  • Work with the PL, CL and Registries Leadership Team to formulate strategies for branch to achieve sales and client retention targets that are outlined in Drayden’s overall vision
  • Communicate, implements and monitors branch results to ensure the writing of appropriate and profitable business with various insurance markets and that the appropriate service standards are being met
  • Constantly recruit potential candidates for the organization as a whole and selects qualified staff for respective branch

Branch Manager

Drayden Insurance Ltd.
09.2020 - 06.2024
  • Provide leadership and direction to all team members through coaching, communication, goal-setting and performance management to form an effective team
  • Work with the PL, CL and Registries Leadership Team to formulate strategies for branch to achieve sales and client retention targets that are outlined in Drayden’s overall vision
  • Interact with various management groups including CL Sales and Service, PL Manager, Registry Operations on new programs, sharing of knowledge, and the discussion and implementation of new products and procedures
  • Communicate, implements and monitors branch results to ensure the writing of appropriate and profitable business with various insurance markets and that the appropriate service standards are being met

Commercial Account Executive

Drayden Insurance Ltd.
09.2018 - 09.2020
  • Proactively seeks out new clients
  • Write new business of existing and new clients using the Assured™ Approach Sales System
  • Sells new policies to new customers by phone or in-person
  • Contact Underwriters to discuss guidelines and policy limitations
  • Complete new business applications accurately and completely including New Business Checklist and Privacy Consent Form
  • Follow through on new applications until terms are finalized
  • Collect expiry dates on other lines of business from new clients

Commercial Lines Account Manager

Drayden Insurance Ltd.
06.2017 - 09.2018
  • Service on-going client needs, recommending and maintaining appropriate insurance coverage, processing related documentation, answering inquiries
  • Write new business of existing and new clients using the Assured™ Approach Sales System
  • Retain our existing clients through the use of Risk Reducing Services and Service Levels
  • Retain our existing A & B clients through the Annual/Bi-annual Strategy meeting
  • Remarket policies following the A & B Commercial Service Levels
  • Build and maintain company underwriter relationships

Commercial Lines IBU Coordinator

Drayden Insurance Ltd.
04.2016 - 06.2017
  • Service on-going client needs, recommending and maintaining appropriate insurance coverage, following ?one touch’ renewal process, answering inquiries
  • Retain our existing clients through the use of Risk Reducing Services and Service Levels
  • Write appropriate new business using the Assured™ Approach Sales System
  • Correspond with company underwriters to review policy coverage’s and rates
  • Build and maintain company underwriter relationships
  • Educate clients on claims prior to reporting and following-up as per the outlined service levels

Personal Lines Account Manager

Drayden Insurance Ltd.
11.2013 - 04.2016
  • Service on-going client needs, recommending and maintaining appropriate insurance coverage, processing related documentation, answering inquiries
  • Sell new policies to existing clients through the use of the Assured™ Approach and Account Development Program
  • Complete new business applications accurately and completely including New Business Checklist and Privacy Consent Form
  • Follow through on new applications until terms are finalized
  • Contact Underwriters to discuss guidelines and policy limitations
  • Provide solutions, best options, and premium estimates to existing clients

Education

Management Studies, Major in Insurance & Risk Mgmt

Grant MacEwan University
Edmonton, AB
11-2013

Chartered Insurance Professional (CIP)

Insurance Institute of Canada
Toronto, ON
10-2019

Risk Management Certificate (CRM)

Insurance Institute of Canada
Toronto, ON
10-2021

Skills

  • Branch operations management
  • Customer relationships
  • Excellent time management skills
  • Attention to detail
  • Coaching and mentoring
  • Relationship building and management
  • Client relationship management
  • Employee development
  • Staff management
  • Relationship building
  • Team player
  • Business development

Interests

  • Camping
  • Music (drums)
  • Travelling
  • Personal Development and Self-Improvement
  • Playing Sports

Timeline

Branch Manager

Drayden Insurance Ltd.
06.2024 - Current

Branch Manager

Drayden Insurance Ltd.
09.2020 - 06.2024

Commercial Account Executive

Drayden Insurance Ltd.
09.2018 - 09.2020

Commercial Lines Account Manager

Drayden Insurance Ltd.
06.2017 - 09.2018

Commercial Lines IBU Coordinator

Drayden Insurance Ltd.
04.2016 - 06.2017

Personal Lines Account Manager

Drayden Insurance Ltd.
11.2013 - 04.2016

Management Studies, Major in Insurance & Risk Mgmt

Grant MacEwan University

Chartered Insurance Professional (CIP)

Insurance Institute of Canada

Risk Management Certificate (CRM)

Insurance Institute of Canada

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Jesse Gauthier