Leanne O'Halloran
Calgary,AB
Summary
With over a decade of experience in Financial Services and Insurance, I am committed to delivering exceptional client service and developing
innovative solutions in fast-paced, high-stakes environments. My proficiency in managing complex projects, combined with strong communication skills, positions me as a valuable asset to any organization. I thrive on working independently or as part of a dynamic team, consistently exceeding expectations and contributing to organizational success. I am seeking a challenging professional role that offers opportunities for growth and development where I can leverage my skills to drive positive outcomes and foster lasting client relationships.
Overview
7
7
years of professional experience
Work History
Client Service Representative, Employee Benefits
HUB International Insurance Broker
11.2024 - Current
- Support Account Executives in all aspects of servicing group and individual accounts, ensuring seamless client experience and timely follow-up.
- Review insurer policy documentation for accuracy before delivering to clients.
- Serve as primary contact for clients regarding renewals, claims, updates, and inquiries, ensuring efficient resolution.
- Attend client meetings, employee sessions, and consultant-led presentations to support communication and client engagement.
- Assist with creating and delivering marketing materials, client presentations, and prospect presentations to support business development.
- Act as a key liaison between Consultants and corporate clients, facilitating strong client relationships.
Client Associate - Group Benefits & Retirement
Acera Insurance
01.2021 - 09.2024
- Supporting the Group Benefits & Retirement producers, which involves a multifaceted role that includes attending client meetings, ensuring smooth communication and understanding of client needs.
- Involved in marketing group plans, crafting compelling presentations, and coordinating promotional activities to effectively showcase the benefits of our offerings.
- I provide essential support in servicing clients, addressing inquiries, facilitating smooth claims processes, and ensuring that ongoing client satisfaction is met to maintain long-term relationships.
Client Representative –Employee Benefits
HUB International Insurance Brokers
09.2019 - 01.2021
- Analyzed data with carrier proposals, prepared cost comparisons
- Maintained VP's calendar, arranged travel and reservations
- Coordinated logistics for meetings, seminars, workshops, and special projects
Client Coordinator
Dehoney Financial Group
11.2018 - 09.2019
- Provided plan administration services, processed enrolments and terminations
- Liaised between insurance carriers and group clients, coordinated Life Waiver and Disability Claims
- Issued monthly billing statements, participated in special projects and communication campaigns
Education
No Degree - Life License Qualification Program (LLQP)
Insurance Council of BC
09-2025
No Degree - Certification in Data & Marketing Analytics
UBC Sauder Continuing Business Studies
Vancouver, BC06-2023
Bachelor of Arts - Economics And Social Studies
National University of Ireland Galway – Galway, Ireland
Galway, Ireland09-2010
Skills
- Customer support
- Microsoft Office Suite
- Client Relationship Management
- Prioritization & Multi-tasking
Timeline
Client Service Representative, Employee Benefits
HUB International Insurance Broker
11.2024 - Current
Client Associate - Group Benefits & Retirement
Acera Insurance
01.2021 - 09.2024
Client Representative –Employee Benefits
HUB International Insurance Brokers
09.2019 - 01.2021
Client Coordinator
Dehoney Financial Group
11.2018 - 09.2019
No Degree - Life License Qualification Program (LLQP)
Insurance Council of BC
No Degree - Certification in Data & Marketing Analytics
UBC Sauder Continuing Business Studies
Bachelor of Arts - Economics And Social Studies
National University of Ireland Galway – Galway, Ireland
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