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, QC12.2016
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