Michelle Waters
Medicine Hat
Summary
Professional with strong background in coaching, equipped to drive team success and foster individual growth. Skilled in strategic planning, performance analysis, and motivational techniques. Known for flexibility, reliability, and unwavering focus on achieving results through collaboration and adaptability. Proficient in developing tailored training programs, building rapport, and enhancing team dynamics.
Overview
13
13
years of professional experience
Work History
Insurance Coach
Agriculture Financial Services Corporation
11.2020 - Current
- Developed and implemented Foundational Insurance Training (FIT) as the first ongoing insurance training initiative in the Corporation.
- Collaborated with other coaches to share best practices, techniques, and insights for overall improvement.
- Conducted evaluations and observed RMI performance to identify areas of needed improvement.
- Enhanced corporate culture by conducting team-building activities and workshops.
- Supported company growth by designing targeted training programs for new hires.
- Collaborated with management to identify company training needs and scheduling.
- Collaborated with department managers to identify skill gaps and develop tailored training solutions.
- Leveraged industry best practices to continuously update and refine FIT content, ensuring relevance and applicability in a dynamic agribusiness environment.
- Maintained records on attendance and participation.
- Delivered impactful presentations at industry conferences, raising brand awareness while sharing best practices with peers.
- Developed effective training manuals, modules and teaching aids.
- Coordinated with subject matter experts to ensure training material accuracy and relevance.
- Leveraged feedback from training sessions to continuously refine and improve training strategies.
- Fostered continuous learning environment, encouraging professional growth and development.
- Provided one-on-one coaching to employees.
- Facilitated virtual, in-person and blended learning sessions.
Client Development Advisor
Agriculture Financial Services Corporation
04.2019 - 11.2020
- Used prospecting and client development techniques to produce fresh leads and maintain solid conversion rate.
- Created robust client development plan to engage markets and meet sales and profit objectives.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
- Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
- Managed time efficiently during presentations to cover all essential points while maintaining audience interest and avoiding information overload.
- Rehearsed scripts to present a fluid and error-free program.
- Collaborated with event organizers to tailor presentations for specific audiences, resulting in positive feedback and repeat bookings.
- Established a strong personal brand as a presenter by consistently delivering engaging, informative, and thought-provoking content to diverse audiences.
- Enhanced brand recognition with strategic marketing campaigns.
Product Specialist, Insurance
Agriculture Financial Services Corporation
01.2015 - 04.2019
- Delivered informative presentations at community events and professional gatherings to raise brand awareness and generate leads.
- Supported existing customers with timely renewals, policy adjustments, and claims assistance, ensuring long-term relationships.
- Expanded product knowledge by attending industry conferences, training sessions, and webinars to stay current with market trends.
- Improved customer retention rates through prompt communication, proactive problem-solving, and genuine relationship-building efforts.
- Conducted thorough risk assessments for clients to ensure appropriate coverage solutions were recommended and implemented.
- Educated prospective customers about the benefits of various insurance types during face-to-face consultations or phone conversations for informed decision-making processes.
- Increased new business sales by actively prospecting for potential clients and utilizing effective marketing strategies.
- Developed lasting relationships with clients by delivering excellent customer service and consistently following up throughout the policy lifecycle.
- Increased cross-selling opportunities by identifying gaps in clients'' existing coverage and offering comprehensive solutions to meet their insurance needs.
Commercial Lines Manager
Reliance Insurance Agencies
01.2012 - 01.2015
- Full Life Agent, Accident and Sickness Designated Representative
- Provided informed guidance to assist clients in choosing commercial and life insurance products to suit business needs.
- Managed a diverse portfolio of commercial and life insurance accounts in the Medicine Hat market with book of business of $1.2 million
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Education
Diploma in Adult Education - Adult Education
University of Calgary
Calgary, AB03-2024
Chartered Insurance Professional - Insurance And Risk Management
Insurance Institute
Calgary, AB11-2012
Diploma - Office Administration
Holland College
Charlottetown, PE01.1998
Skills
- Effective communication
- Group leadership
- Personable and friendly
- Building relationships
- Team development
- Team motivation
- Interpersonal relationships
- Training and mentoring
- Strategic planning
- Processes and procedures
Accomplishments Volunteerism
- CIP Instructor for the Insurance Institute of Southern Alberta
- Insurance Institute Governing Council - Medicine Hat Champion
- Recipient of the Blue Goose Award for Academic Excellence (CIP)
- Salvation Army Hot Meal Program
- 100 Women Who Care Medicine Hat Chapter
Timeline
Insurance Coach
Agriculture Financial Services Corporation
11.2020 - Current
Client Development Advisor
Agriculture Financial Services Corporation
04.2019 - 11.2020
Product Specialist, Insurance
Agriculture Financial Services Corporation
01.2015 - 04.2019
Commercial Lines Manager
Reliance Insurance Agencies
01.2012 - 01.2015
Diploma - Office Administration
Holland College
Diploma in Adult Education - Adult Education
University of Calgary
Chartered Insurance Professional - Insurance And Risk Management
Insurance Institute
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