Melisa Legacy-Guignard
Lacombe,AB
Summary
Bilingual Level 2 Personal Lines Insurance Advisor promoting 15 years expertise successfully working for organizations in the Personal and Commercial market. Courteous and cordial with a desire to take on challenges at a new company.
Overview
15
15
years of professional experience
Work History
Personal Lines Insurance Advisor
Hub International
12.2019 - Current
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Conducted thorough risk assessments for clients, crafting tailored solutions to mitigate potential losses effectively.
- Stayed up-to-date with industry trends and regulations, ensuring accurate and relevant advice provided to clients.
Personal Lines Insurance Advisor
Ing & McKee
04.2016 - 12.2019
- Managed over 2000 policy renewals each year
- Followed up with potential clients regarding online information request
- Processed applications, payments, corrections, endorsements and cancellations.
- Met with new and existing customers to sell Home, Auto, and Commercial products.
- Promoted client retention through high-quality service and follow through.
Personal Lines Insurance Advisor
Adanac Insurance Services Ltd
10.2014 - 04.2016
- Finalized and maintained all typed of personal lines insurance policies within Adanac Insurance agency
- Cultivated positive relationships with providers to drive profits.
- Presented and clearly explained insurance policy options based on clients need and goals.
Personal Lines Insurance Advisor
Co-operators
09.2009 - 10.2014
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Engaged customers and provided high level of service by carefully explaining details about documents
- Analyzed customer needs and provided best options, products and services.
- Developed insurance cross-selling opportunities in partnership with Life Insurance.
- Skillfully and patiently explained coverage options to potential policy holders, answering any questions or concerns.
Education
Personal Lines Insurance
McBride Career Group
Red Deer, AB06.2009
High School Diploma -
Ecole Secondaire Nepisiguit
Bathurst, NB06.2000
Skills
- Policy adjustment knowledge
- Cross selling and up selling
- Client retention
- Complex problem solver
- Building strong relationships
- Self-motivated
Languages
French
Full Professional
Timeline
Personal Lines Insurance Advisor
Hub International
12.2019 - Current
Personal Lines Insurance Advisor
Ing & McKee
04.2016 - 12.2019
Personal Lines Insurance Advisor
Adanac Insurance Services Ltd
10.2014 - 04.2016
Personal Lines Insurance Advisor
Co-operators
09.2009 - 10.2014
Personal Lines Insurance
McBride Career Group
High School Diploma -
Ecole Secondaire Nepisiguit
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