Leanne Lawson
Calgary,AB
Summary
High Net Worth Client Executive specializing in personal insurance with a proven record of driving new business growth and strengthening long-term client relationships. Recognized for being reliable, responsive, and delivering tailored coverage solutions that exceed client expectations. Skilled in managing complex portfolios while maintaining the highest level of professionalism and client trust.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Client Executive
Acera Insurance
Calgary, AB
03.2020 - Current
- Oversaw a portfolio of high net-worth clients, achieving high satisfaction rates.
- Utilized technical insurance expertise to address client needs through multiple communication methods.
- Delivered superior customer service during in-person meetings, phone calls, and emails.
- Developed initiatives for new business, focusing on upselling and cross-selling opportunities.
- Managed daily client servicing tasks to foster positive relationships.
- Enhanced brand awareness through effective promotional strategies.
- Provided comprehensive claims oversight while representing client interests.
Financial Advisor
Co-operators Insurance
Calgary, AB
03.2012 - 03.2020
- Achieved profitable growth in personal, commercial, and life insurance product lines.
- Provided tailored advice on coverages that align with client requirements.
- Identified opportunities for cross-selling additional products/services to clients.
- Conducted comprehensive risk assessments following established underwriting criteria.
- Carried out detailed home and business inspections for underwriting purposes.
- Met individual performance metrics while supporting overall agency goals.
Analyst
TD Insurance Meloche Monnex
Edmonton, AB
10.2009 - 03.2012
- Addressed client inquiries concerning personal insurance coverage and claims through phone and email.
- Completed policy modifications, renewals, cancellations, and endorsements accurately.
- Supported sales initiatives by promoting eligible products and directing leads to sales professionals.
- Maintained comprehensive client records in policy management systems.
Education
Insurance And Risk Management Diploma - Insurance And Risk Management
Grant MacEwan University
Edmonton, ABSkills
- High net worth client management
- Expertise in personal insurance products
- Discretion and confidentiality
- Problem solving and resolution
- Written and verbal communication
Certification
- Level 2 AB & BC General Insurance License
- RIBO
Timeline
Client Executive
Acera Insurance
03.2020 - Current
Financial Advisor
Co-operators Insurance
03.2012 - 03.2020
Analyst
TD Insurance Meloche Monnex
10.2009 - 03.2012
Insurance And Risk Management Diploma - Insurance And Risk Management
Grant MacEwan University