Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

KELLY GUERINEAU

Surrey,BC

Summary

Experienced and detail-oriented Personal Lines Professional focused on reducing risks, adept at reviewing documents, assisting agents, and developing solutions to a range of problems such as property hazards and unacceptable risks. Flexible approach to solving routine and complex problems. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Well-versed in personal lines products, over 6 years of experience in the insurance industry.

Overview

6
6
years of professional experience

Work History

Senior Insurance Advisor/Senior Underwriter

Westland Insurance
05.2021 - Current
  • Processing a variety of materials, including new business transactions, renewals, and endorsements.
  • Conducting in-depth reviews of renewals and assessing if any information is needed to update the file while also assessing any exposures or risks within the home or on the property
  • Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
  • Supported review, acceptance or denial of new or renewal business after carefully reviewing all information.
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
  • Evaluated applications to determine insurance coverage and appropriate risk classifications.
  • Assessing and determining clients’ individual needs and identifying which products are best suited
  • Mentoring new hires through coaching and job shadowing
  • Reporting claims to claims department and following up with the client to guide through claim process and ensure proper restoration
  • Responsible for reviewing the work of other agents with lower binding authority.
  • Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Paid attention to detail while completing assignments.

Personal Lines Broker

Johnston Meiers Insurance
10.2019 - 09.2020
  • Solid grasp of clerical and administrative procedures and systems
  • Assessed and determined clients’ individual needs and identifying and analyzing their loss exposures
  • Determined eligibility for products and companies by qualifying the client
  • Conducted an in-depth analysis of all company products and services and compare them with the competition
  • Processed a variety of materials, including new business transactions, renewals, applications, endorsements and quotes
  • Prepared and presented insurance proposals to clients
  • Responsible for maintaining and updating knowledge of the wide range of products and on-going changes in the industry
  • Conducted a review analysis of existing renewals and identified changes to be made.
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Followed up promptly with interested clients to close sales.
  • Negotiated contracts with clients to establish best coverage with lowest cost.

Sales Associate & Service/Web-Team Agent

Belairdirect Insurance
01.2018 - 05.2019
  • Member on the Ambassadors of Change Committee
  • High targets achieved for both car and home sales in 1 year
  • Highest customer service score in the office and maintained that for several months
  • Assisting with auditing phone calls and evaluating them
  • Providing floor support - Answering questions and advising other agents when needed
  • Success Partner Programs - Assisting with training of new agents and supporting them
  • Handled inbound calls from prospective clients and turned those prospects into paying customers
  • Exceptional customer service skills to retain disgruntled clients
  • Build and retain customer loyalty through timely and effective one call resolution; increased revenue through the execution of various sales tactics.
  • Handled sales paperwork and payments with high degree of accuracy to minimize recordkeeping errors.
  • Cross-sold and upsold products to customers based on solid understanding of current and forecasted needs.

Trainer (secondment)

Belairdirect Insurance
01.2019 - 03.2019
  • Responsible for training a group of 6 new hires and reporting to Upper Management and Vice President with their weekly progress
  • Created a training module and held separate training classes for all departments
  • Collaborated with all departments, including Underwriting, Accounting, Call Quality and Management
  • Communicated changes to Underwriting Guidelines by construction a visual email that is clear and concise.
  • Monitored and reported trainee progress, introducing new learning tools to address individual needs.
  • Mentored new hires, resulting in stronger staff development and increased productivity.
  • Monitored participant workflow and behaviors throughout training process.

Education

Hospitality Management Diploma -

Vancouver Community College
04.2015

Skills

  • Fluent in both English and French
  • Continuous Education -Currently working towards CIP designation (5 of 10 courses complete)
  • Risk Management
  • Risk Assessment
  • Application Reviews
  • Judgment and Decision-Making
  • Data Collection
  • Property Appraisals
  • Coverage Determination
  • Loss Protection
  • Underwriting Understanding

Languages

English
Native or Bilingual
French
Native or Bilingual

Timeline

Senior Insurance Advisor/Senior Underwriter

Westland Insurance
05.2021 - Current

Personal Lines Broker

Johnston Meiers Insurance
10.2019 - 09.2020

Trainer (secondment)

Belairdirect Insurance
01.2019 - 03.2019

Sales Associate & Service/Web-Team Agent

Belairdirect Insurance
01.2018 - 05.2019

Hospitality Management Diploma -

Vancouver Community College

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KELLY GUERINEAU