Melody Aria
Prince George
Summary
Insurance Broker with a proven track record at HUB International Insurance. Skilled in relationship development and top-rated sales performance, I consistently drive client satisfaction and retention through tailored solutions and persuasive communication.
Overview
10
10
years of professional experience
Work History
Mobile Insurance Broker & Sales Specialist
HUB International Insurance
12.2021 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Evaluated accuracy and quality of data entered into agency management system.
Owner/Operator & Sales
West Coast Ebike
06.2020 - 12.2021
- Consulted with customers to assess needs.
- Trained and motivated sales team.
- Managed day-to-day business operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Insurance Broker Personal Lines & Business
AC&D Insurance
11.2017 - 06.2020
- Sold Home and Business insurance policies to new and existing customers.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Called potential clients to set up appointments & get sales.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Vocational Director
Rotary International
03.2016 - 04.2020
- Enhanced community outreach to bring in new candidates, highlight programs and meet targets.
- Introduced special outreach to increase effectiveness in community service.
- Worked with individuals to help understand and overcome personal, social or behavioral problems.
- Made recommendations during meetings for fundraising events.
Client Advisor
Royal Bank of Canada, RBC
09.2015 - 11.2017
- Assisted clients with budgeting and cash flow management.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Informed clients of strategies for reducing debt and maximizing savings.
Education
CAIB 2&3 + Fundamentals of Insurance
PNC Learning
Skills
- Active property and casualty insurance license
- Prospecting skills
- Top-rated sales performance
- Driven
- Relationship development skills
Timeline
Mobile Insurance Broker & Sales Specialist
HUB International Insurance
12.2021 - Current
Owner/Operator & Sales
West Coast Ebike
06.2020 - 12.2021
Insurance Broker Personal Lines & Business
AC&D Insurance
11.2017 - 06.2020
Vocational Director
Rotary International
03.2016 - 04.2020
Client Advisor
Royal Bank of Canada, RBC
09.2015 - 11.2017
CAIB 2&3 + Fundamentals of Insurance
PNC Learning
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