Kevin Swidnicki
Portage La Prairie,MB
Summary
Hardworking & Service-Oriented insurance expert with fourteen years experience who delivers high-quality customer service by accurately assessing policyholder needs and recommending most useful policies and products.
Overview
14
14
years of professional experience
Work History
Insurance Broker - Account Executive
Westland Insurance Group Ltd (formally MIG)
04.2014 - 12.2023
- Calculated quotes and educated potential clients on insurance options.
- Sold commercial and farm insurance policies to new and existing customers.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Met with prospective customers and business owners in homes, businesses and other settings.
- Called potential clients to set up appointments according to mutual availability.
- Conducted annual reviews of existing policies to update information.
Insurance Broker - Client Service Representative
Western Financial Group
08.2010 - 04.2014
- Calculated quotes and educated potential clients on insurance options.
- Sold auto, travel, home, & farm/commercial insurance policies to new and existing customers.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Reported policy changes and company conditions affecting customer satisfaction.
Insurance Broker - Client Service Representative
Horizon Insurance
10.2009 - 07.2010
- Monitored customer feedback and identified areas of improvement.
- Collected premiums on or before effective date of coverage.
- Generated leads through cold-calling, networking and other outreach methods.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
Education
Chartered Insurance Professional (CIP) Ongoing
Insurance Institute Of Manitoba
Winnipeg, MBCanadian Professional Insurance Broker (CPIB)
Insurance Brokers Association Of Manitoba
Winnipeg, MB04.2016
Canadian Risk Management (CRM)
Global Risk Management Institute, Inc.
Winnipeg, MB02.2016
Canadian Accredited Insurance Broker (CAIB)
Insurance Brokers Association Of Manitoba
Winnipeg Manitoba04.2012
High School Diploma -
Portage Collegiate Institute
Portage la Prairie, MB06.2009
Skills
- Customer Engagement
- Document Control
- Client Account Management
- Upselling
- Knowledgeable in Company Portals
- Underwriting principles
- Client relations
Languages
English
Full Professional
Timeline
Insurance Broker - Account Executive
Westland Insurance Group Ltd (formally MIG)
04.2014 - 12.2023
Insurance Broker - Client Service Representative
Western Financial Group
08.2010 - 04.2014
Insurance Broker - Client Service Representative
Horizon Insurance
10.2009 - 07.2010
Chartered Insurance Professional (CIP) Ongoing
Insurance Institute Of Manitoba
Canadian Professional Insurance Broker (CPIB)
Insurance Brokers Association Of Manitoba
Canadian Risk Management (CRM)
Global Risk Management Institute, Inc.
Canadian Accredited Insurance Broker (CAIB)
Insurance Brokers Association Of Manitoba
High School Diploma -
Portage Collegiate Institute