Lexie Bergeron
Timmins,ON
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Manager -Personal Lines
Westland Insurance
10.2022 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
- Onboarded new employees with training and new hire documentation.
- Developed and implemented business strategies to achieve business goals and stay competitive.
Personal Lines Insurance Agent
BMT Insurance/Westland Insurance
11.2018 - Current
- Established information necessary for policy development by interviewing clients, requesting records and inspecting property.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Researched providers and compared coverage and premiums to deliver best possible packages to clients.
Office Administrator
BMT Insurance
06.2016 - 11.2018
- Interacted with customers by phone, email, or in-person to provide information.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Reconciled account files and produced monthly reports.
- Managed and properly accounted for petty cash issued to facilitate general office activities.
Education
CAIB 4 (Management) - Insurance And Risk Management
IBAO
Toronto, ON02.2023
Registered Insurance Broker of Ontario - Insurance And Risk Management
IBAO
Toronto, ON11.2018
High School Diploma -
École Secondaire Catholique Theriault
Timmins, ON06.2018
Skills
- Verbal and Written Communication
- Project Management
- Set Organizational Policies
- Financial Statements
- Customer Relationship Management
- Train Employees
- Customer Service
- Manage Contracts
- Team Leadership
- Staff Management
- Invoice Reconciliation
- Issue and Conflict Resolution
Languages
English
Professional Working
French
Professional Working
Timeline
Manager -Personal Lines
Westland Insurance
10.2022 - Current
Personal Lines Insurance Agent
BMT Insurance/Westland Insurance
11.2018 - Current
Office Administrator
BMT Insurance
06.2016 - 11.2018
CAIB 4 (Management) - Insurance And Risk Management
IBAO
Registered Insurance Broker of Ontario - Insurance And Risk Management
IBAO
High School Diploma -
École Secondaire Catholique Theriault
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