Sara Leonard
Cole Harbour
Summary
Dedicated commercial insurance professional with a solid background in administrative support and client service. Skilled in managing policy documentation, processing renewals, and promptly addressing client inquiries. Demonstrated success in collaborating effectively across teams to improve operational efficiency and maintain high service standards. Holds CAIB 1 and a General Insurance License. Committed to delivering exceptional support and ensuring client satisfaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Success Specialist
AON REED STENHOUSE
01.2020 - Current
- Resolve basic client inquiries related to service delivery (e.g., invoice inquiries, document retrieval)
- Collaborate with the sales and broking teams to support renewal processes, issue auto ID’s, generate renewal certificates, and initiate endorsements
- Ensure accurate and timely processing of client requests, working efficiently to meet deadlines and uphold quality standards
- Monitor and manage requests via Polaris, ensuring prompt action is taken on all open items
- Maintain accurate records in the system of record (Xpress) to ensure outputs are delivered in compliance with established guidelines and policies
- Participate in internal renewal meetings to discuss project timelines, deliverables and updates for client accounts
- Assist colleagues with special client projects, ensuring that client needs are met with the highest level of service
Broking Coordinator
AON REED STENHOUSE
05.2017 - 01.2020
- Acted as a key assistant and back-up to brokers, providing support in managing client accounts and processing insurance policies
- Processed client requests for policy changes, ensuring all modifications were executed according to client instructions and company guidelines
- Assisted account managers and brokers with the preparation of correspondence, reports and presentations to meet client and business needs
- Managed abeyance and information systems for the team, ensuring timely follow-up on all pending items
- Performed other administrative duties as assigned, contributing to the overall efficiency of the broking team
Account Coordinator
AON REED STENHOUSE
08.2014 - 05.2017
- Provided administrative support to the account executives, assisting with documentation, client communications, and follow-up tasks
- Entered client policy information into Xpress, maintaining accurate and current records for each account
- Created and issued certificates of insurance for clients, ensuring accuracy and timely delivery
- Performed various other duties as directed by account executives to ensure the smooth operation of the account management process
Education
Office Administration Certificate -
Nova Scotia Community College
06-2014
Skills
Commercial Insurance Expertise: Over 10 years experience in the commercial insurance industry
MS Office Suite Proficiency: Advanced skills in Excel, Word, and Outlook
Team Collaboration: Able to work both independently and as part of a team to achieve goals
Client Relationship Management: Proven ability to build and maintain strong client relationships, ensuring satisfaction and retention
Project Management: Skilled in handling multiple client projects, managing renewals and meeting deadlines
Attention to Detail: High level of accuracy in processing documentation and maintaining records
Customer Focused: Committed to providing excellent service and resolving client issues in a timely manner
Certification
General Insurance License
CAIB 1
Timeline
Client Success Specialist
AON REED STENHOUSE
01.2020 - Current
Broking Coordinator
AON REED STENHOUSE
05.2017 - 01.2020
Account Coordinator
AON REED STENHOUSE
08.2014 - 05.2017
Office Administration Certificate -
Nova Scotia Community College
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