Marcel Katermans
Surrey,BC
Summary
Insurance Broker with World Financial Group, achieving 90% client retention through innovative financial strategies and effective communication. Increased lead generation by 400% while mentoring 82 associates, demonstrating strong collaboration and problem-solving abilities. Committed to enhancing client financial literacy and delivering impactful presentations within the industry.
Overview
4
4
years of professional experience
Work History
Insurance Broker (Self-Employed)
World Financial Group
Vancouver, Canada
07.2022 - Current
- Achieved over 90% client retention rate through tailored financial strategies and proactive engagement.
- Increased lead generation by 400% within 12 months via targeted marketing initiatives.
- Conducted over 1,000 financial literacy sessions to improve clients' financial knowledge.
- Recruited and mentored 82 associates in 42 months, fostering professional development.
- Delivered keynote speeches at industry events, significantly enhancing brand visibility.
- Analyzed client information to recommend suitable coverage options and policies.
Education
M.D. - International Economics
University of Twente
Netherlands01.1997
Skills
- Client support and dispute resolution
- Customer retention strategies
- Effective communication skills
- Team collaboration
- Sales experience
- Problem solving
Timeline
Insurance Broker (Self-Employed)
World Financial Group
07.2022 - Current
M.D. - International Economics
University of Twente