Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Racheal Coones

Otonabee

Summary

Developed key skills in client relationship management and risk assessment within fast-paced insurance environment. Demonstrated ability to understand client needs and provide tailored solutions, ensuring high levels of satisfaction. Seeking to transition into new field where these transferable skills can be utilized and further developed.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Personal Lines Insurance Broker

KRGInsure
06.2024 - Current
  • Conducted comprehensive policy reviews, identifying potential gaps in coverage and recommending appropriate solutions.
  • Participated in ongoing professional development opportunities to stay current on industry best practices and emerging trends in personal lines insurance.
  • Monitored market trends and regulatory changes to stay current on industry developments affecting client policies.
  • Improved policy retention rates through attentive service and regular touchpoints with clients.
  • Analyzed customer needs to provide customized insurance solutions.
  • Assisted clients through the claims process, ensuring timely resolution and fair settlements.
  • Met with customers to provide information about available products and policies.
  • Maintained strong relationships with underwriters, facilitating better policy terms for clients.
  • Collected premiums on or before effective date of coverage.
  • Provided expert guidance on complex coverage issues, increasing client confidence in their insurance decisions.
  • Finalized sales and collected necessary deposits.
  • Managed a diverse portfolio of personal lines business including home, auto, umbrella, and specialty coverages.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Streamlined the quoting process for efficiency, resulting in quicker response times and higher conversion rates.
  • Conducted annual reviews of existing policies to update information.
  • Collaborated with claims adjusters to expedite claim handling processes, resulting in satisfied customers.
  • Enhanced customer satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Followed up promptly with interested clients to close sales.
  • Educated clients on insurance policies and procedures.

Technical Service Representative (TSR)

KRGInsure
08.2020 - 06.2024
  • Data entry, invoicing transactions and processing payments
  • Ensuring accurate processing of policy documentation, such as renewals, new policies and endorsements
  • Ensuring our systems and client accounts are up to date and accurate
  • Assisting the department in preparing quotations, proposals, binders and other assignments, as may be required
  • Providing your internal clients with prompt, courteous and professional service
  • Verify information on New Business applications to ensure risk fits internal guidelines
  • Upload New Business and Endorsements to insurance carrier portals
  • Prepare and mail out client letters for New Business, Endorsements and Renewals
  • Contacting help lines for company portals where issues arise and where premium discrepancies exist
  • Daily EDI download and post automatic invoicing

Front Office Receptionist

KRGInsure
04.2019 - 08.2020


  • Maintained a high level of professionalism while handling sensitive customer information, ensuring privacy and confidentiality.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Collaborated with team members for smooth workflow, supporting colleagues during peak hours or absences.
  • Contributed to the company''s positive image by consistently delivering exceptional service to clients and visitors.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Assisted management with administrative tasks such as data entry, filing, and report generation as required.
  • Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Organized incoming mail distribution system that streamlined delivery of important documents among employees.
  • Developed strong relationships with clientele through excellent communication skills and genuine attentiveness to their needs.
  • Handled payments efficiently using company''s billing software which contributed to improved financial record keeping.
  • Participated in regular training sessions to stay up-to-date with company policies and industry best practices, ensuring consistent adherence to established guidelines.
  • Completed all tasks in compliance with company policies and procedures.
  • Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
  • Operated multi-line telephone system to answer and direct high volume of calls.

Assistant Manager

McCarthy Uniforms Inc
04.2015 - 04.2019
  • Oversaw daily operations of store, including inventory and supply restocking, cash-handling, assisting customers and opening/closing store procedures
  • Recruited, interviewed and hired individuals which would bring passion and dedication to the team
  • Scheduled staff to meet business needs and demand
  • Hired, tasked and evaluated sales staff and provided comprehensive training in sales, marketing and customer service
  • Diminished financial discrepancies, managing monetary transactions, including deposits and credit card transactions
  • Addressed customer issues to ensure quick and successful resolution
  • Encouraged sales associates to cross-sell additional products and services to purchasing customers
  • Coordinated with store manager to initiate strategies to achieve sales and profit goals

Shift Supervisor

The Body Shop
05.2012 - 10.2013
  • Assisted store management with meeting standards of service and quality in daily operations
  • Motivated team members to complete assigned tasks and perform at exceptional levels
  • Answered and resolved customer questions and concerns
  • Consistently exceeded sales targets
  • Responded to and resolved customer questions and concerns.
  • Completed store opening and closing procedures and balanced tills.

Education

O.S.S.D -

Holy Cross Catholic Secondary School
Peterborough, ON
01.2003

Licensed -

Registered Insurance Broker of Ontario
Peterborough, ON
07-2024

Skills

  • Licensed insurance broker
  • Strong communication skills
  • Detail-oriented
  • Reliable and dependable
  • Team leadership
  • Organized
  • Excellent multi-tasker

Certification

CPR-C & AED CERTIFIED2023

Timeline

Personal Lines Insurance Broker

KRGInsure
06.2024 - Current

Technical Service Representative (TSR)

KRGInsure
08.2020 - 06.2024

Front Office Receptionist

KRGInsure
04.2019 - 08.2020

Assistant Manager

McCarthy Uniforms Inc
04.2015 - 04.2019

Shift Supervisor

The Body Shop
05.2012 - 10.2013

O.S.S.D -

Holy Cross Catholic Secondary School

Licensed -

Registered Insurance Broker of Ontario

Similar Profiles

CREATE PROFILE
Racheal Coones