Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
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Sarah Evely

Mississauga,ON

Summary

Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional networks, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.

Overview

22
22
years of professional experience

Work History

Senior Account Manager

Staff Depot
02.2016 - Current
  • Increased client satisfaction by building strong relationships and addressing their needs promptly
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution
  • Conducted regular account reviews to identify areas for improvement and ensure continued success
  • Collaborated with sales team to identify potential upsell opportunities and expand client base
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs
  • Trained all new staff
  • Processed payroll.

Insurance Broker

CG&B Group Inc.
04.2015 - 02.2016
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs
  • Expanded the company's client base through effective networking and relationship-building strategies
  • Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information
  • Calculated quotes and educated potential clients on insurance options
  • Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.

Insurance Broker (Dedicated CSR)

Neziol Insurance Group
12.2013 - 04.2015
  • Managed over 1000 clients; dedicated CSR to highest sales volume producer in company history; completed two-day course on customer service and complaint handling; used SigXP to manage client's accounts daily
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs
  • Expanded the company's client base through effective networking and relationship-building strategies
  • Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.

Insurance Broker (CSR-High Risk Department)

Powell Insurance Group
09.2010 - 12.2013
  • Worked as part of a team in high-risk department; managed largest book of clients (A-F); trained new employees starting in department; handled over 100 client calls per day; awarded Broker of the month three consecutive months (four in total); used Compu-Quote and Powerbroker daily
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs
  • Calculated quotes and educated potential clients on insurance options.

Licensed Insurance Representative (LIR)

The Cooperators Insurance Group
01.2008 - 08.2010
  • Issued policies for home, auto, title and travel; managed to handle complaints effectively with need to be escalated to management; underwrote new business and renewal policies to assess risk (Level 2 Underwriter); handled accounting inquiries (processed payments, amended billing dates); assisted management with launching title insurance product and helped train employees on selling new product line
  • Enhanced customer satisfaction by providing accurate and timely insurance policy information
  • Conducted annual reviews of existing policies to update information.

Insurance Broker/Customer Service Specialist

First Canadian Title
04.2002 - 12.2007
  • Sold title insurance directly to homeowners; completed title searching through Teraview; underwrote risk; ensured client satisfaction through diligent follow up and listening skills; attained RIBO Certification in 2007
  • Handled over 100 client phone calls per day, processed title insurance applications by fax, phone, and internet directly from lawyers and mortgage companies; trained new employees/quality control prior to application processing; reviewed surveys and completed title searches to assess risk.

Education

Law Clerk Certification -

Toronto School of Business
Toronto, ON

Clarkson SS
Mississauga, ON

R.H. King Academy
Toronto, ON

RIBO Certification -

Registered Insurance Brokers of Ontario
Mississauga, ON
01.2017

Skills

  • Customer Service
  • Referral/Repeat Business Generation
  • Upsell/Cross Sell Products
  • Complaint Handling
  • Consultative Sales
  • Remarkets
  • Account Management
  • Listening and Communication Skills
  • Objection Handling
  • Home, Auto, Travel, and Title
  • Independently Proactive
  • Excellent interpersonal, communication and relationship-building skills Listen attentively, communicate persuasively and follow through diligently
  • Awarded Broker of the Month with Powell Insurance three consecutive months (four in total)
  • Technically skilled-platform expertise and proficiency in Powerbroker, SigXP, Compu-Quote, MS Office programs Word, Excel, PowerPoint, Outlook, Internet Explorer and Outlook
  • Proactive team player with outstanding ability to work independently
  • RIBO Licensed over 10 year cumulative
  • Extremely productive in a high volume, high stress environment

References

References available upon request

Languages

English
Native or Bilingual

Timeline

Senior Account Manager

Staff Depot
02.2016 - Current

Insurance Broker

CG&B Group Inc.
04.2015 - 02.2016

Insurance Broker (Dedicated CSR)

Neziol Insurance Group
12.2013 - 04.2015

Insurance Broker (CSR-High Risk Department)

Powell Insurance Group
09.2010 - 12.2013

Licensed Insurance Representative (LIR)

The Cooperators Insurance Group
01.2008 - 08.2010

Insurance Broker/Customer Service Specialist

First Canadian Title
04.2002 - 12.2007

Clarkson SS

R.H. King Academy

RIBO Certification -

Registered Insurance Brokers of Ontario

Law Clerk Certification -

Toronto School of Business

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