Juliette Rose
Senior Insurance Broker
Winnipeg,MB
Summary
Dynamic Senior Insurance Consultant recognized for consistently exceeding sales targets and enhancing client satisfaction through tailored insurance solutions. Proven expertise in regulatory compliance and effective time management, driving significant growth in policy sales while fostering strong client relationships and mentoring junior agents for improved team performance.
Professional in insurance industry with strong track record in client relations, policy advisement, and risk assessment. Known for driving team collaboration and consistently achieving business goals. Skills include underwriting, claims management, and sales strategy. Adaptable, reliable, and focused on delivering results in fast-paced environment.
Overview
22
22
years of professional experience
5
5
years of post-secondary education
Work History
Senior Insurance Consultant
Winnipeg Insurance Brokers
05.2011 - 06.2025
- Cultivated long-lasting professional relationships with both clients and carriers through regular communication and followups.
- Collected premiums on or before effective date of coverage.
- Managed a diverse portfolio of clients, consistently meeting or exceeding sales targets.
- Stayed current on industry trends and regulatory changes to provide informed advice to clients and colleagues alike.
- Provided exceptional customer service, resolving complex issues and maintaining high levels of client satisfaction.
- Developed strong relationships with underwriters, ensuring timely policy issuance and competitive pricing.
- Trained junior agents on industry best practices to improve overall team performance and productivity.
- Mentored new hires on sales techniques and product knowledge to ensure their success within the company.
- Identified cross-selling opportunities within existing client base, maximizing revenue potential.
- Enhanced customer satisfaction by addressing their insurance needs and providing tailored solutions.
- Participated in industry conferences and networking events to stay abreast of emerging opportunities within the marketplace.
- Assisted clients in navigating complicated claim situations, ultimately leading to satisfactory settlements.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on available auto insurance products, empowering them to make informed decisions regarding their coverage options.
- Provided exceptional service through timely follow-ups with clients, keeping them informed throughout the claims process.
- Achieved consistent growth in annual policy sales through effective cross-selling and upselling techniques.
- Facilitated smooth policy renewals by proactively identifying and addressing potential issues before they escalated, ensuring client satisfaction.
- Participated in ongoing professional development opportunities, staying current on relevant industry certifications and licenses required for continued success with MPI.
- Increased customer satisfaction by providing personalized auto insurance solutions tailored to individual needs.
- Working knowledge of Insurance partner online portals.
- Generated quotes and proposals for clients to match individual needs.
- Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- IWS customer setups for new hires, MPI Inventory and funds balancing.
Insurance Broker
BELL Insurance Agencies
05.2010 - 05.2011
- 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.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Insurance Broker
Horizon Insurance
05.2003 - 05.2010
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Education
High School Diploma -
Churchill High School
Winnipeg, MB 09.1992 - 06.1997
Skills
- Consistent sales performance
- Effective time management
- Regulatory compliance knowledge
- Data analysis capabilities
- Customer service
- Licensed insurance agent
- Quotes and sales
- Customer follow-up
- Auto insurance
- Policy renewals
- Leads prospecting
- Health insurance
- Upselling
- Property insurance
- Client retention
- Insurance program management
- Teamwork and collaboration
- Attention to detail
- Multitasking Abilities
Languages
English
Certification
- Licensed Level 2 Insurance Broker 2003-2025
- Licensed IWS Certification
- Manitoba Commissioners for Oaths 2020-2026
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Insurance Consultant
Winnipeg Insurance Brokers
05.2011 - 06.2025
Insurance Broker
BELL Insurance Agencies
05.2010 - 05.2011
Insurance Broker
Horizon Insurance
05.2003 - 05.2010
High School Diploma -
Churchill High School
09.1992 - 06.1997
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