Summary
Overview
Work History
Education
Skills
Certification
Languages
Software
Volunteerism
Timeline
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Margaret O'Brien

Margaret O'Brien

Calgary,AB

Summary

Results-driven senior insurance professional with a proven track record of delivering exceptional customer service and increasing revenue. I utilize customer-focused, solution-based sales strategies to build trust with both new and existing clients, fostering long-term relationships that enhance profitability. My strong understanding of various insurance products and market offerings enables me to tailor solutions to meet client needs effectively. I am known for my excellent communication skills and friendly approach, which help cultivate lasting relationships with clients. I am dedicated to leveraging my expertise to contribute to the organization’s success and enhance customer satisfaction.

Overview

23
23
years of professional experience
1
1
Certificate

Work History

Commercial Account Executive

HighStreet Insurance Group Inc.
12.2024 - Current

Commercial Lines: Strata, Professional Errors & Omissions, Directors & Officers, Course of Construction, Cargo, Farms, Bonds, Commercial Auto & Fleet

Commercial Insurance Producer

SASCU Insurance Services Ltd.
07.2020 - 06.2024

Commercial Lines: Multiline, Subscription, Strata, Professional Errors & Omissions, Directors & Officers, Course of Construction, Cargo, Farms, Bonds

Commercial Insurance Producer

HUB International Insurance Brokers
08.2010 - 06.2020

Commercial Lines: Multiline, Subscription, Professional Errors & Omissions, Directors & Officers, Course of Construction, Cargo, Farm, Animal Mortality, Bonds

Insurance Broker/Assistant to the Branch Manager

Horizon Insurance Brokers
09.2008 - 07.2010

Auto, Tenant, Homeowners, Hard to Place

Insurance Broker

Orion Insurance Brokers Ltd.
08.2002 - 08.2008

Auto, Tenant, Homeowners, Small Business Commercial Lines

Education

Business Management

Red River College of Applied Arts, Science And Technology
Winnipeg, MB

Skills

  • Customer Service Excellence
  • New Business Development
  • Customer Needs Assessments
  • Revenue Maximization
  • Insurance Product Knowledge
  • Competitor Analysis
  • Effective Communication
  • Relationship Management
  • Problem-Solving Ability
  • Team Collaboration
  • Regulatory Compliance Awareness
  • Client Retention Strategies

Certification

  • Chartered Insurance Professional - In Progress 5/10
  • Canadian Accredited Insurance Broker - 2007 (Honors)

Languages

English
Bilingual or Proficient (C2)
French
Bilingual or Proficient (C2)

Software

EPIC

TAM

Policy Works

Microsoft Word, Excel & Outlook

EziTV

BVS

CRM

Volunteerism

I actively volunteer and have successfully taken on several leadership roles. I served as the Treasurer for the 1st Salmon Arm Scouts, held the position of Secretary on the Parent Advisory Committee (PAC), and was a committee member of the Events Committee for the Insurance Institute of BC. Currently, I am a member of the Events Committee for the Auburn Bay Community Association.

Timeline

Commercial Account Executive

HighStreet Insurance Group Inc.
12.2024 - Current

Commercial Insurance Producer

SASCU Insurance Services Ltd.
07.2020 - 06.2024

Commercial Insurance Producer

HUB International Insurance Brokers
08.2010 - 06.2020

Insurance Broker/Assistant to the Branch Manager

Horizon Insurance Brokers
09.2008 - 07.2010

Insurance Broker

Orion Insurance Brokers Ltd.
08.2002 - 08.2008

Business Management

Red River College of Applied Arts, Science And Technology
Margaret O'Brien