Overview
Work History
Education
Skills
Languages
Timeline
Generic

Katreena S. Lavoie

Laval,QC

Overview

5
5
years of professional experience

Work History

Commercial Damage Insurance Broker

Synex | Deslauriers
09.2021 - Current
  • Assisting and managing a portfolio of clients
  • Assisting clients with daily insurance needs and inquiries
  • Negotiating with insurance underwriters to obtain optimal terms and improved rates for clients.
  • Reporting policy changes and company conditions affecting customer satisfaction

Personal Lines Damage Insurance Broker

Deslauriers Assurance Inc.
12.2018 - 09.2020
  • Calculated quotes and educated existing and potential clients on insurance options
  • Sold personal property and auto insurance policies to new and existing customers
  • Managed client portfolio renewals
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices
  • Managed day to day customer service

Education

Commercial Damage Insurance Broker License -

Authorités Des Marchés Financiers
01.2021

Personal Damage Insurance Broker License -

Authorités Des Marchés Financiers
03.2019

DEC - Social Sciences

Dawson College
Montreal, QC
12.2016

Skills

  • Driven and motivated
  • Likes efficient and well-done work
  • Perfectly Bilingual (English and French)
  • Practical knowledge of customer relationship management systems (TAM, Policy Works, Applied TarifExpert, etc)
  • Advanced knowledge of computer applications (Excel, Word, Outlook)
  • Proactive Team Player

Languages

English
Native or Bilingual
French
Native or Bilingual

Timeline

Commercial Damage Insurance Broker

Synex | Deslauriers
09.2021 - Current

Personal Lines Damage Insurance Broker

Deslauriers Assurance Inc.
12.2018 - 09.2020

Commercial Damage Insurance Broker License -

Authorités Des Marchés Financiers

Personal Damage Insurance Broker License -

Authorités Des Marchés Financiers

DEC - Social Sciences

Dawson College

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Katreena S. Lavoie