Summary
Overview
Work History
Education
Skills
Timeline
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Matthew Chiang

Coquitlam,BC

Summary

Proven Senior Placement Broker with a track record of fostering strong relationships and negotiating favorable terms at HUB International Limited. Excelled in client relations and policy analysis, ensuring informed, compliant decisions. Mentored juniors, enhancing team skills and driving customer satisfaction. Achieved high retention rates through proactive communication and personalized solutions.

Overview

18
18
years of professional experience

Work History

Senior Placement Broker

HUB International Limited
06.2018 - Current
  • Developed strong relationships with Account Executives, earning their trust and loyalty through consistent communication about market trends and updates.
  • Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
  • Negotiated favorable terms for clients by leveraging market knowledge and relationships with carriers..
  • Adapted quickly to changing market conditions, adjusting account strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
  • Developed a reputation for integrity and ethical conduct within the insurance community, leading to increased trust from clients and colleagues alike.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their policy.
  • Mentored junior placement brokers within the office, sharing expertise and best practices for success in the industry.
  • Conducted regular reviews of client accounts to identify areas for improvement or adjustments needed based on changing market conditions.

Insurance Broker/Road Supervisor

Allwest Insurance
10.2006 - 02.2018
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Calculated quotes and educated potential clients on insurance options.
  • Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
  • Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
  • Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.

Education

High School Diploma -

Alpha Secondary School
Burnaby, BC

Skills

  • Quotes and sales
  • Client Relations
  • Customer Account Review
  • Policy Renewals
  • New Agent Training
  • Compliance requirements
  • Coverage negotiations
  • Policy analysis

Timeline

Senior Placement Broker

HUB International Limited
06.2018 - Current

Insurance Broker/Road Supervisor

Allwest Insurance
10.2006 - 02.2018

High School Diploma -

Alpha Secondary School

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Matthew Chiang