Paul Gubek
Kitchener,ON
Summary
Results-oriented professional with 8 years in account management and client relationship development. Demonstrated success in exceeding performance targets and navigating complex policies. Skilled in portfolio management and customizing solutions for clients. Committed to leveraging expertise in risk assessment and compliance to enhance member experiences as a Commercial Services Specialist.
Overview
10
10
years of professional experience
Work History
Sales\Service Agent
Square One Insurance
Vancouver, British Columbia
01.2023 - 03.2026
- Educated clients on comprehensive products and policy options while documenting coverage details to maintain compliance with internal policies.
- Built and nurtured strong client relationships by assessing individual needs and managing policy advances and modifications.
- Executed precise new account setups and managed high volume of complex member inquiries, enhancing member satisfaction and service delivery.
Sales Agent
Allstate Insurance
Kitchener, Ontario
02.2019 - 10.2022
- Managed active client portfolios, cultivating long-term relationships through networking, direct referrals, and strategic utilization of lead databases.
- Successfully negotiated and distributed customized packages, collaborating closely with underwriting and business services to ensure smooth operational processing.
- Assessed unique client requirements to tailor customized insurance programs, functioning similarly to loan preparation by deeply analyzing risk and capacity.
Sales / Claims Adjuster
Manulife
Waterloo, Ontario
02.2016 - 01.2019
- Prepared detailed documentation, written communications, and complex reports accurately for internal review, aligning closely with strict claims policies.
- Managed robust quality assurance programs, conducting on-site evaluations, internal audits, and customer surveys to ensure operational compliance.
- Supported seamless operations by verifying documentation accuracy and facilitating swift resolution of complex claims and account inquiries.
Education
Bachelor of Arts - Business
Wilfrid Laurier University
Waterloo, ON07-2018
Skills
- Account management
- Policy Analysis
- Risk assessment
- Client education
- Customer relationship management
- Consultative Selling
Timeline
Sales\Service Agent
Square One Insurance
01.2023 - 03.2026
Sales Agent
Allstate Insurance
02.2019 - 10.2022
Sales / Claims Adjuster
Manulife
02.2016 - 01.2019
Bachelor of Arts - Business
Wilfrid Laurier University