Overview
Work History
Education
Skills
Certification
Additional Information
Languages
Timeline
Generic

Kristine Mitchell

Peterborough,ON

Overview

24
24
years of professional experience
1
1
Certification

Work History

Coach/Trainer

RBC Insurance Agency Ltd
02.2024 - Current
  • Coaching and training new to the role advisors
  • Side by side development during transition from training to role taking calls and servicing clients
  • Policy change approvals for new advisors without binding authority
  • Procedure presentation to new advisors to reinforce knowledge and understanding

Home and auto insurance advisor

RBC Insurance Agency Ltd
08.2022 - Current
  • Home and auto insurance policy set up and servicing
  • Taking inbound calls from the advice centre for insurance changes and inquiries

Associate Insurance/Financial Advisor

Cooperators Insurance
02.2018 - 08.2022
  • Key support and development of the Agency operation
  • Inbound Sales and Service for Life and Wealth products and utilize a broad knowledge of the Cooperators personal lines (Auto, Home) and specialty lines (Farm and Commercial)
  • Support development of the agency operation through the sales of profitable growth of life, group and wealth management products
  • Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products
  • Proactively complete client reviews focusing on life and wealth management products
  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan
  • Complete front line risk assessment and selection, following underwriting guidelines
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility

Insurance Advisor

State Farm Mutual Automobile Insurance Company
09.2015 - 02.2018
  • Key support and development of the Agency operation
  • Inbound Sales and Service for Life and Wealth products and utilize a broad knowledge of the State Farm personal lines (Auto, Home) and specialty lines (Farm and Commercial)
  • Support development of the agency operation through the sales of profitable growth of life, group and wealth management products
  • Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products
  • Proactively complete client reviews focusing on life and wealth management products
  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan
  • Complete front line risk assessment and selection, following underwriting guidelines
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility

Associate Agent Insurance/Financial Advisor

Cooperators Insurance
10.2009 - 04.2014
  • Key support and development of the Agency operation
  • Inbound Sales and Service for Life and Wealth products and utilize a broad knowledge of the Cooperators personal lines (Auto, Home) and specialty lines (Farm and Commercial)
  • Support development of the agency operation through the sales of profitable growth of life, group and wealth management products
  • Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products
  • Proactively complete client reviews focusing on life and wealth management products
  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan
  • Complete front line risk assessment and selection, following underwriting guidelines
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility

Sales Manager

Hudson Bay Co
01.2005 - 01.2006
  • Store and department sales targets
  • Employee training and coaching
  • Sales promotion execution
  • Signage and product placement and display

Human Resource - Customer Service Manager

Hudson Bay Co
01.2004 - 01.2005
  • Payroll and benefits
  • Employee training and development
  • Handling customer concerns
  • POS representatives
  • Cash office management - Deposits

New & Used Car Sales Representative

Chrysler
01.2001 - 01.2004
  • New and Used car Sales
  • Product delivery
  • Contract preparation and presentation

Education

Diploma - Business Administration Marketing

Sheridan College
01.2001

Skills

Certification

  • Life Insurance License, 01/01/10, Present
  • OTL insurance license, 11/01/09, Present

Additional Information

Results oriented, Excellent communication and presentation skills, High level of organizational skills, Self Manager, Coaching, training and employee development, Strong background in budgeting and inventory management, Excellent Human Resource Knowledge, Delivering high level of customer service and client satisfaction

Languages

English
Native or Bilingual

Timeline

Coach/Trainer

RBC Insurance Agency Ltd
02.2024 - Current

Home and auto insurance advisor

RBC Insurance Agency Ltd
08.2022 - Current

Associate Insurance/Financial Advisor

Cooperators Insurance
02.2018 - 08.2022

Insurance Advisor

State Farm Mutual Automobile Insurance Company
09.2015 - 02.2018

Associate Agent Insurance/Financial Advisor

Cooperators Insurance
10.2009 - 04.2014

Sales Manager

Hudson Bay Co
01.2005 - 01.2006

Human Resource - Customer Service Manager

Hudson Bay Co
01.2004 - 01.2005

New & Used Car Sales Representative

Chrysler
01.2001 - 01.2004

Diploma - Business Administration Marketing

Sheridan College

Similar Profiles

CREATE PROFILE
Kristine Mitchell