Summary
Overview
Work History
Education
Skills
Timeline
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Onella Schubert

Onella Schubert

White Rock

Summary

Knowledgeable account executive with proven background in managing commercial accounts with a passion for fostering client relationships. Adept at identifying client needs, listening and delivering tailored solutions to enhance customer satisfaction. Demonstrated ability to utilize negotiation and communication skills to drive business growth and maintain long-term client partnerships.

Overview

11
11
years of professional experience

Work History

Commercial Account Executive

Schill Insurance Brokers Ltd.
06.2023 - Current
  • Actively communicated with existing clients, identifying upsell opportunities that contributed to revenue growth goals consistently.
  • Developed new business opportunities for increased revenue growth through strategic networking and relationship building.
  • Increased client satisfaction by providing tailored solutions to meet their business needs.
  • Used solution approach to selling and creating value for customers.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.

Commercial Account Manager

Schill Insurance Brokers Ltd.
09.2020 - 06.2023
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.

Auto Insurance Agent

Schill Insurance Brokers Ltd.
09.2016 - 08.2020
  • Educated clients on available auto insurance products, empowering them to make informed decisions for their coverage options.
  • Developed strong relationships with clients, fostering trust and loyalty while promoting long-term business growth.
  • Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
  • Achieved consistent growth through effective cross-selling and upselling techniques.
  • Participated in ongoing professional development opportunities, staying current on relevant industry certifications and licenses required for continued success as an Auto Insurance Agent.

Service Representative

Preston Chevrolet Buick GMC Cadillac Ltd.
12.2015 - 09.2016


  • Helped large volume of customers every day with positive attitude, clear communication and focus on customer satisfaction.
  • Organized and managed existing and new client accounts ensuring accuracy to detail.
  • Communicated and effectively triaged work flows to supporting dealership departments.
  • Maintained comprehensive knowledge of company products and services.

Autobody Office Assistant Manager

Barnes Wheaton Autogroup
12.2013 - 01.2015
  • Maintained confidentiality in handling sensitive information while performing administrative tasks.
  • Managed incoming calls and walk-in clients, providing an understanding of their needs and implementing efficient service solutions.
  • Organized claim repair jobs schedule and prepared detailed claims progress reports maintaining completion date deadlines.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly, ensuring up to date budgets.

Education

Associate of Arts -

Kwantlen Polytechnic University
Surrey, BC
06-2015

Autobody Refinishing Technician Certification

Surrey Automotive Training Centre
Surrey, BC
08-2010

High School Diploma -

Lord Tweedsmuir Secondary
Surrey, BC
06-2009

Skills

  • Licensed insurance agent, Level II
  • Achievement Focused
  • Client Engagement
  • Effective Conflict Management
  • Strong Interpersonal Communication
  • Detailed Policy Assessment
  • Document Management
  • Interdepartmental Collaboration
  • Relationship Building Skills
  • Positive Professional Attitude
  • Growth Minded

Timeline

Commercial Account Executive

Schill Insurance Brokers Ltd.
06.2023 - Current

Commercial Account Manager

Schill Insurance Brokers Ltd.
09.2020 - 06.2023

Auto Insurance Agent

Schill Insurance Brokers Ltd.
09.2016 - 08.2020

Service Representative

Preston Chevrolet Buick GMC Cadillac Ltd.
12.2015 - 09.2016

Autobody Office Assistant Manager

Barnes Wheaton Autogroup
12.2013 - 01.2015

Associate of Arts -

Kwantlen Polytechnic University

Autobody Refinishing Technician Certification

Surrey Automotive Training Centre

High School Diploma -

Lord Tweedsmuir Secondary
Onella Schubert