Jesse Hartley
Victoria,BC
Summary
Collaborative Sales Leader offering exceptional record of achievement. Motivated self-starter with strategic and analytical approach to solving problems, bringing in clients and accomplishing targets.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Member Service Representative
Community Savings Credit Union
04.2024 - Current
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Verified customer identification and documentation for compliant transactions.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
- Promoted a positive work environment by fostering open communication between colleagues and supervisors.
Commercial Account Executive
Western Financial Group/Western Coast Insurance
03.2023 - 04.2024
- Managed book of business consisting of over 300 unique clients to retain existing relationships and drive new business.
- Prospected potential clients through in person meetings, cold calling, volunteering, leveraging existing relationships and building a presence within local communities.
- Learned and implemented multiple broker systems to complete daily work functions.
- Prepared sales presentations for clients showing benefits of insurance products and value of carrying coverage.
- Lead team of Commercial Advisors to ensure prompt documentation send out, proper processing procedures and maintaining a consistent client experience.
- Developed strong relationships with Underwriters and Managing General Agent's.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Averaged 90+% retention rate on existing business.
Commercial Insurance Advisor
Western Financial Group/Western Coast Insurance
02.2022 - 03.2023
- Conducted annual reviews of existing policies to update information.
- Trained new staff on processes as well as multiple broker system functions.
- Processed client and Account Executive requests for Certificates of Insurance.
- Communicated with carriers to ensure policy details were accurate.
- Accurately transferred policy data to internal systems for processing.
- Assisted Account Executives on processing and billing.
- Volunteered as part of the Pride committee who organizes events, assists LGBTQ+ co-workers and works towards LGBTQ+ acceptance.
Insurance Advisor
Western Coast Insurance Services
08.2020 - 02.2022
- Consistently exceeded sales targets.
- Consistent leader in exceeding transaction targets.
- Personally recognized by the Regional Director for Vancouver Island and Personal Lines Sales and Service Centres Leader for net promoter score surveys.
- Recognized as a leader for top sales.
- Team Champion of Sooke branch, responsible for organizing fundraising events and involving staff in charitable donations.
- Member of Personal Lines teams responsible for renewals of property and automobile insurance.
- Experienced in writing all forms of personal lines insurance policies, as well as identifying up-sell opportunities.
Customer Experience Associate
TD Canada Trust
10.2016 - 06.2020
- Looked for additional ways to expand products to customers by upselling new products and services.
- Exceeded sales goals on a consistent basis.
- Prospected for new business through networking, community outreach and customer referral generation.
- Awarded by Senior Vice President for exceptional customer service and consistently exceeding customer survey score goals.
- Worked within a fast paced, highly commercial driven branch.
- Developed lasting customer relationships with personal and commercial clients, being their first point of contact for their banking needs.
- Volunteered in work group that organized events for the LGBTQ+ community and indigenous peoples in Canada community.
Education
High School Diploma -
École Kelowna Secondary School
Skills
- Client Satisfaction
- Communication
- Leadership
- Sales
- Upselling and Cross-selling
- Relationship Building
- Client Retention
- Critical Thinking
- Problem Solving
- Adaptability
- Fast Learner
Certification
- General Insurance Level 2
Certificates
CPR & AED - ISSA
Personal Trainer - ISSA
Timeline
Member Service Representative
Community Savings Credit Union
04.2024 - Current
Commercial Account Executive
Western Financial Group/Western Coast Insurance
03.2023 - 04.2024
Commercial Insurance Advisor
Western Financial Group/Western Coast Insurance
02.2022 - 03.2023
Insurance Advisor
Western Coast Insurance Services
08.2020 - 02.2022
Customer Experience Associate
TD Canada Trust
10.2016 - 06.2020
High School Diploma -
École Kelowna Secondary School
- General Insurance Level 2
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