Summary
Overview
Work History
Education
Skills
Certification
Community Service
References
Timeline
Generic

Marilyn Moore, C.I.P / C.A.I.B

Windsor,ON

Summary

Highly accomplished dual designated Insurance Broker with years of extensive experience in the insurance industry. Proven track record of exceeding client expectations through strategic relationship building and comprehensive risk management solutions. Expertise in analyzing market trends, negotiating favorable terms, and delivering tailored insurance packages across diverse client portfolios. Adept at leveraging strong industry knowledge to provide insightful guidance and optimize coverage plans.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Mid-Market Commercial Account Manager

Ives Insurance Brokers- Div. of Navacord
09.2018 - Current
  • Managed diverse portfolio of commercial accounts including global, ensuring timely delivery of products and services. GWP $2.2million
  • Provided exceptional customer service, addressing concerns promptly and maintaining open lines of communication with clients.
  • Conducted regular account reviews with clients to assess their current needs, discuss potential concerns, and identify opportunities for additional business.
  • Collaborated with internal teams to develop tailored solutions for clients'' unique business needs.
  • Processed cancellation requests from carriers and provided resolution to maintain financial equity.
  • Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
  • Increased client satisfaction by developing and maintaining strong relationships with key decision makers.
  • Participated in industry events to network with potential clients, gaining valuable insights into market trends and competitor activities.
  • Developed and maintained strong working relationships with professionals within assigned territory.

Registered Insurance Broker

Cypher Systems Group
12.2006 - 09.2018
  • Evaluated accuracy and quality of data entered into agency management system.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.

Temporary Support Staff- Child & Youth Worker

Greater Essex County District School Board
09.2005 - 06.2006
  • Enhanced youth development by implementing engaging and age-appropriate programs.
  • Promoted positive behavior change in young clients by utilizing evidence-based therapeutic techniques.
  • Maintained detailed case records, ensuring accurate documentation and timely reporting of progress to relevant stakeholders.
  • Taught life skills and coping mechanisms to residential population in one-on-one and group sessions.
  • Conducted thorough assessments to identify clients'' emotional, behavioral, or developmental issues requiring intervention or support services.

Education

Advanced Diploma, Child and Youth Worker Program -

St Clair College
Windsor, ON
06.2004

Ontario Secondary School Diploma -

FJ Brennan High School
Windsor, ON

Skills

  • Technical aptitude
  • Relationship Management
  • Problem-solving aptitude
  • Analytical Thinking
  • Adaptability
  • Professional Networking
  • Commercial lines specialization
  • Policy Analysis Proficiency
  • Risk Analysis
  • Industry Trends
  • Teamwork and Collaboration
  • Critical Thinking
  • Global & Subscription Policies

Certification

  • Registered Insurance Broker of Ontario 2006
  • IBAO- Canadian Accredited Insurance Broker Designation 2019
  • IIC- Commercial Insurance Certificate 2020
  • IIC- Chartered Insurance Professional Designation 2022

Community Service

  • Dual Citizen of Canada and United States of America
  • Desire to pursue Certified Risk Manager (CRM) designation


References

REFERENCES AVAILABLE UPON REQUEST

Timeline

Mid-Market Commercial Account Manager

Ives Insurance Brokers- Div. of Navacord
09.2018 - Current

Registered Insurance Broker

Cypher Systems Group
12.2006 - 09.2018

Temporary Support Staff- Child & Youth Worker

Greater Essex County District School Board
09.2005 - 06.2006

Advanced Diploma, Child and Youth Worker Program -

St Clair College

Ontario Secondary School Diploma -

FJ Brennan High School

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Marilyn Moore, C.I.P / C.A.I.B