Kimberley Siewert
Calgary,AB
Summary
A dedicated and results-oriented professional with a proven track record in the insurance industry. Possesses a customer-centric approach and excels in delivering high-quality work with excellent verbal and written communication skills. Demonstrates leadership qualities, thriving in collaborative team environments and showing initiative in managing multiple tasks independently. Brings comprehensive expertise in sales, account management, and client service, coordinating programs, negotiating with insurance providers, and ensuring clients receive optimal value.
Overview
15
15
years of professional experience
Work History
Account Manager
BrokerLink
12.2022 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Fielded customer complaints, assisted with dispute resolution, resolving issues and reaching mutual conclusions.
- Streamlined internal processes for better efficiency in account management tasks.
- Collaborated with Account Executives to identify potential upsell opportunities and expand client base.
- Assisted in the development of training process for new team hires, ensuring smooth onboarding process.
Insurance Advisor - Digital New Business
BrokerLink
02.2022 - 12.2022
- Managed a diverse portfolio of clients, consistently meeting individual needs while maximizing revenue growth.
- Conducted in-depth analyses of clients'' financial situations, identifying gaps in coverage and recommending appropriate policy adjustments.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Answer multiple sales phone lines and digital sales inquiries
New Business Producer
Bow Valley Insurance
04.2017 - 02.2022
- Established strong relationships with clients, resulting in repeat business and increased referrals.
- Understood sales goals, planned and executed regular workload and met department sales goals.
- Cold-called prospects to initiate contact, assess receptiveness and uncover sales opportunities, boosting overall sales.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Contributed to team success by training new staff members on best practices.
Associate Insurance Advisor
The Co-operators
11.2011 - 04.2017
- Developed strong relationships with clients, ensuring loyalty and long-term business growth.
- Collaborated with the Insurance Advisor to achieve company targets and improve overall performance.
- Handled walk-in clients, phone calls and email requests for the office
- Conducted thorough risk assessments to provide accurate coverage options tailored to individual needs.
- Managed a diverse portfolio of personal, commercial and personal lines clients, maintaining high levels of service regardless of policy size or complexity.
Sales Agent
The Co-operators
10.2008 - 10.2008
- Assisted in the coordination and maintenance of the Home Inspection program.
- Booked and ensured adequate staffing of all appointments for inspectors daily.
- Updated Client Relationship Management software using information from the inspection reports.
- Assisted agencies to reach various targets set up by head office.
Education
Currently Enrolled in CIP -
Insurance Institute of Canada
Southern AlbertaCanadian Accredit Insurance Broker (CAIB) -
Insurance Broker Association of Ontario
Toronto, ON12.2002
Bachelor of Social Science - Major Canadian History, Minor in Canadian Politics
University of Guelph
Guelph, ON04.2000
Skills
- Team Training
- Revenue Growth
- Teamwork and Collaboration
- Relationship Building and Management
- Coaching and Mentoring
BrokerLink mentor to 2 employees
Supports development and growth of 2 new BrokerLink employees. Shares information about career paths, as well as provide guidance, motivation, emotional support, and role modeling. Helps with exploring careers, setting goals, developing contacts, and identifying resources.
Volunteer Experience
STEM Innovation Academy Parent Association - member at large.
Calgary Drop-In Centre - Volunteer.
Timeline
Account Manager
BrokerLink
12.2022 - Current
Insurance Advisor - Digital New Business
BrokerLink
02.2022 - 12.2022
New Business Producer
Bow Valley Insurance
04.2017 - 02.2022
Associate Insurance Advisor
The Co-operators
11.2011 - 04.2017
Sales Agent
The Co-operators
10.2008 - 10.2008
Currently Enrolled in CIP -
Insurance Institute of Canada
Canadian Accredit Insurance Broker (CAIB) -
Insurance Broker Association of Ontario
Bachelor of Social Science - Major Canadian History, Minor in Canadian Politics
University of Guelph
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