Pam Lecavalier
Calgary,Alberta
Summary
Highly motivated individual with experience in the Commercial insurance sector. Provides exceptional customer service and strong ability to handle complex accounts both small and large. Skilled in using technology to streamline operations and make processes more efficient. Resourceful and results driven. Looking to leverage extensive knowledge and experience to generate a positive impact in a new role.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Client Executive
Acera Insurance
01.2022 - Current
- Mentored junior team members, fostering a positive work environment and encouraging professional growth.
- Established a reputation for exceptional problem-solving abilities by resolving complex issues that resulted in enhanced customer loyalty.
- Enhanced client relationships by identifying their needs and providing tailored solutions.
- Streamlined internal processes for increased efficiency and improved client experiences.
- Managed accounts to retain existing relationships and grow share of business.
- Offered detailed information about products and binding coverage.
- Negotiated competitive premiums for clients with a focus on comprehensive coverage tailored to individual needs.
- Reviewed, shopped and processed renewals.
- Developed strong relationships with underwriters, resulting in favorable policy terms for clients.
Operations Manager/ Client Executive
HighStreet Insurance
06.2016 - 01.2021
- Resolved customer issues quickly and professionally while maintaining high customer satisfaction ratings
- Managed the daily operations of multiple departments to maximize efficiency
- Developed talented team, participating in hiring, coaching, and performance management processes
- Provided employees with guidance in handling difficult problems or in resolving escalated complaints or disputes
- Created and enforced policies and procedures to support compliance
- Created reports to track performance metrics against established targets
District Coordinator
The Co-operators General Insurance Company
02.2013 - 06.2016
- Coordinated office activities by ordering supplies, maintaining inventory and scheduling equipment repairs
- Trained employees in job-specific tasks and evaluated continuing education needs to improve team performance
- Resolved escalated complaints and answered questions regarding policies and procedures
- Implemented and enforced corporate and departmental policies and service standards
- Interviewed potential candidates and provided thorough reviews to HR to aid in hiring decisions
- Provided education and guidance to clients on their insurance coverages and risk exposures
- Mentored and trained new employees on company policies and procedures
- Coached and motivated team, driving sales and delivering exceptional customer service
Client Executive
MHK Insurance Inc.
04.2007 - 06.2013
- Established long-term relationships with customers, providing ongoing advice and support
- Negotiated with underwriters to ensure competitive terms for clients’ coverage
- Provided education and guidance to clients on their insurance coverages and risk exposures
- Maintained accurate records of client information, including contact details, policy documents, payment histories
- Contacted prospective and current clients via telephone to provide quote and policy information
- Performed administrative tasks, such as maintaining records and handling policy renewals
Commercial Underwriter
Markel Insurance
03.2001 - 09.2005
- Established trust with brokers through transparent communication about underwriting decisions and rationale behind them.
- Developed tailored coverage solutions for unique client needs, demonstrating expertise in multiple industries and product lines.
- Analyzed various business segments to accurately assess the risk for potential clients.
Personal Lines Broker
Drayden Insurance
01.2000 - 10.2003
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
Education
Chartered Insurance Professional -
Insurance Institute of Canada
10.2011
CAIB - undefined
Canadian Accredited Insurance Broker
05.2002
Skills
- Client services
- Relationship management
- Team leadership
- Time management
- Relationship building
- Staff training and development
- Underwriting
- Policy analysis
- Task delegation
- Negotiation
- Teamwork and collaboration
- Adaptability and flexibility
Certification
- Insurance Level1 &2 Alberta
- Insurance RIBO Level1 Ontario
Timeline
Client Executive
Acera Insurance
01.2022 - Current
Operations Manager/ Client Executive
HighStreet Insurance
06.2016 - 01.2021
District Coordinator
The Co-operators General Insurance Company
02.2013 - 06.2016
Client Executive
MHK Insurance Inc.
04.2007 - 06.2013
Commercial Underwriter
Markel Insurance
03.2001 - 09.2005
Personal Lines Broker
Drayden Insurance
01.2000 - 10.2003
CAIB - undefined
Canadian Accredited Insurance Broker
Chartered Insurance Professional -
Insurance Institute of Canada
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