Kimberley Mak
Kingsville
Summary
Knowledgeable Transportation Insurance Broker with background in transportation insurance, skilled in risk assessment and policy recommendations. Expertise in building strong client relationships and customizing insurance solutions to meet individual needs. Proven abilities in negotiation and policy management demonstrate strategic approach and keen attention to detail.
Overview
15
15
years of professional experience
Work History
Transportation Insurance Broker
Ives Insurance Brokers Ltd.
10.2021 - Current
- Maintained thorough knowledge of transportation insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Conducted annual reviews of existing policies to update information.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Accompanied clients for loss prevention meetings and completing recommendations.
Commercial & Personal Lines Insurance Broker
Ives Insurance Brokerage Ltd
09.2019 - 10.2021
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Calculated quotes and educated potential clients on insurance options.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Personal Lines Insurance Broker
Southland Insurance Brokers
10.2011 - 09.2019
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Educated clients on insurance policies and procedures.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Evaluated accuracy and quality of data entered into agency management system.
- Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
Technical Support Representative
Sutherland Global Services
11.2009 - 10.2011
- Provided remote assistance to customers experiencing technical difficulties, guiding them through step-by-step resolutions with patience and professionalism.
- Resolved complex technical problems through effective troubleshooting techniques, enhancing the user experience.
- Documented customer interactions in detail within the case management system, ensuring comprehensive records were maintained for future reference.
- Used ticketing systems to manage and process support actions and requests.
- Boosted first-call resolution rates with efficient problem-solving skills and deep product knowledge.
Education
CAIB-Canadian Accredited Insurance Broker -
Insurance Brokers Association Of Ontario
Toronto, ON02-2024
R.I.B.(Ont)-Registered Insurance Broker of Ontario -
Insurance Brokers Association Of Ontario
Windsor, On10-2011
Skills
- Transportation Insurance
- Policy Renewal Management
- Insurance Underwriting Guidelines
- Risk Evaluation & Mitigation
- Policy Analysis
- Quotes and Bind New Business
- Policy Renewal Management
- Customer Service & Education
- Client Relationship Management
- Collaborative Teamwork
Timeline
Transportation Insurance Broker
Ives Insurance Brokers Ltd.
10.2021 - Current
Commercial & Personal Lines Insurance Broker
Ives Insurance Brokerage Ltd
09.2019 - 10.2021
Personal Lines Insurance Broker
Southland Insurance Brokers
10.2011 - 09.2019
Technical Support Representative
Sutherland Global Services
11.2009 - 10.2011
CAIB-Canadian Accredited Insurance Broker -
Insurance Brokers Association Of Ontario
R.I.B.(Ont)-Registered Insurance Broker of Ontario -
Insurance Brokers Association Of Ontario
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