Rob Russell
Gorham,ON
Summary
Sales and service-oriented Insurance Broker delivering high-quality customer service by accurately assessing client needs and recommending most useful policies and products. Meticulous client risk assessor with detailed understanding of corporate and individual risk management. Hardworking and passionate job seeker with strong organizational skills and an ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
30
30
years of professional experience
Work History
Registered Insurance Broker
Lifestyle Insurance Services Ltd
04.2018 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Analyzed risk factors to recommend appropriate coverage levels.
- Educated clients on insurance policies and procedures.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
Insurance Agent
The Co-operators General Insurance
02.1994 - 03.2018
- Created detailed reports for management to track performance and sales.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Generated leads through cold-calling, networking and other outreach methods.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Education
Bachelor of Arts - General Arts
Lakehead University
Thunder Bay, ONSkills
- Relationship building and rapport
- Sales expertise
- Team building expertise
- Customer Service
- Goals and performance
- Strategic Planning
Languages
English
Native or Bilingual
Interests
President of Labatt's Mixed Slowpitch 1994-1998
President of Thunder Bay Mixed Broomball 1999-2003
President Masters Mixed Slowpitch 2020-2022
Convenor of Thunder Bay Cornhole League 2022 - present
Timeline
Registered Insurance Broker
Lifestyle Insurance Services Ltd
04.2018 - Current
Insurance Agent
The Co-operators General Insurance
02.1994 - 03.2018
Bachelor of Arts - General Arts
Lakehead University
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