JESSICA SYMES
Port Colborne
Summary
Experienced insurance professional equipped to deliver outstanding results. Skilled in risk assessment, policy management, and client relations, ensuring optimal coverage solutions. Strong team collaborator with focus on adaptability and effective communication. Known for reliability and achieving targets in dynamic environments.
Overview
7
7
years of professional experience
Work History
Insurance Broker/Mentor Teacher
SCOOP INSURANCE
02.2023 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Handled on average 50 inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage with closing ratio of 30% and cross selling at 55% overall for the year, resulting in 100% work from home eligibility and maximum salary increase
- Achieved Binding Level Authority 3, by demonstrating high efficiency in underwriting client files, ensuring accurate policy documentation through meticulous attention to detail for risk assessment and application process
- Mentored up to 10 entry-level brokers by sharing resources, coaching opportunities and activities to support mentees learning and development
- Reviewed and policy documents before issuance, ensuring accuracy and conformance to approved standards.
- Enhanced mentee performance by providing personalized guidance and support with one-on-one coaching during/after calls on knowledge of insurance, objection handling and system workflows
- Promoted a growth mindset among mentees, encouraging them to view setbacks as opportunities for learning and growth.
- Coordinated with other professionals involved in the mentoring process to ensure seamless support for each participant''s journey toward success.
- Served as a role model for professionalism, integrity, and dedication within the mentorship program environment.
Insurance Advisor
BrokerLink
02.2022 - 02.2023
- Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge
- Prospected and scheduled quota of new client appointments per week
- Promoted policy sales with explanations of plan features and advantages over competitor products
- Increased revenue by seeking out and capitalizing on new sales opportunities
Personal Lines Insurance Broker
Scoop Insurance Brokers
11.2020 - 02.2022
- Developed new policy quotes and explained requirements and limits to potential policyholders
- Delivered superior customer service by explaining insurance products, suggesting policy updates and guiding sales process to address customer needs
- Set up clients with new policies, calculated premiums and established payment methods
- Increased revenue by seeking out and capitalizing on new sales opportunities
- Built loyal clientele and sought out new business development opportunities with networking and referrals
Banking Member Service Representative
Meridian Credit Union
03.2018 - 06.2019
- Opened, updated and closed accounts for customers
- Resolved customer issues, addressing account problems and discrepancies
- Promoted products and services using tailored customer recommendations
- Prevented fraud by spotting suspicious behavior and problematic transactions
- Managed deposits, plan contributions and supply purchases for checks or new cards
Education
REGISTERED INSURANCE BROKERS OF ONTARIO
11-2020
Diploma - General Buisness
Mohawk College
Hamilton, Ontario04.2011
Skills
- Proactive team player
- Excellent communication skills
- New agent training
- Driven
- Top-rated sales performance
Languages
English
Full Professional
Timeline
Insurance Broker/Mentor Teacher
SCOOP INSURANCE
02.2023 - Current
Insurance Advisor
BrokerLink
02.2022 - 02.2023
Personal Lines Insurance Broker
Scoop Insurance Brokers
11.2020 - 02.2022
Banking Member Service Representative
Meridian Credit Union
03.2018 - 06.2019
Diploma - General Buisness
Mohawk College
REGISTERED INSURANCE BROKERS OF ONTARIO
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