Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Sarai De Cardenas

Summary

Experienced insurance advisor with over 7 years of expertise in delivering actionable insights and driving client-centric solutions within fast-paced, regulated environments. Adept at fostering collaborative relationships across underwriting, claims, and client services to ensure seamless execution and high customer satisfaction. Known for a results-driven approach, adaptability to evolving market conditions, and strong problem-solving abilities. Recognized for exceptional relationship management and a deep understanding of insurance products, risk assessment, and client retention strategies.

Overview

8
8
years of professional experience

Work History

Venture Advisor

Lloyd Sadd Insurance Brokers
10.2024 - Current
  • Drive new business revenue growth by optimizing existing client relationships and uncovering cross-selling opportunities.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments, negotiate coverages and terms and respond to inquiries.
  • Strengthened client relationships through regular, insightful communication regarding market trends and portfolio adjustments.
  • Overseeing and monitoring account assistants by supporting them with daily task inquiries.
  • Network through industry events, community outreach, and referrals.


Commercial Account Assistant

Lloyd Sadd Insurance Brokers
05.2023 - 09.2024
  • Provided exceptional customer service by addressing client inquiries promptly and effectively, resulting in increased satisfaction rates and repeat business.
  • Collaborated with cross-functional teams to ensure accurate billing and prompt payment collection.
  • Support the process of renewal preparation by liaising with underwriters, reviewing coverages and terms and preparing renewal document packages for clients.
  • Process new business documents, certificates of insurance and endorsements as required.
  • Maintain accurate claims data, process updates, and coordinate client follow-ups

VIP Account Executive

Lloyd Sadd Insurance Brokers
02.2022 - 04.2023
  • Provided high standard service by fostering meaningful relationships with high-net-worth clients.
  • Manage and process new business, quoting, renewal review, risk assessment and policy changes.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Work in coordination with the commerical team to cultivate referrals, focusing on retention of accounts.
  • Negotiated contracts successfully, securing favorable terms for both the company and clients.
  • Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.

Personal Account Executive

Access Insurance
05.2020 - 02.2022
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.

New Business Manager

Go Insurance
09.2017 - 05.2020
  • Drove process improvements within the organization through regular assessment of workflow efficiencies.
  • Contributed significantly towards achieving organizational goals by consistently meeting or exceeding individual targets set each quarter.
  • Increased business growth by identifying and targeting new market opportunities.
  • Enhanced client satisfaction with exceptional relationship management skills and attentive customer service.
  • Maximized revenue generation by effectively managing sales pipelines and closing deals promptly.

Education

General Insurance License Level 2

Alberta Insurance Council

CRIS Designation

Actively Working On CIP Designation

Insurance Institute of Canada

Skills

  • Analytical thinking
  • Time management
  • Critical thinking
  • Written communication
  • Customer service
  • Emotional intelligence

Languages

Spanish
Full Professional

Timeline

Venture Advisor

Lloyd Sadd Insurance Brokers
10.2024 - Current

Commercial Account Assistant

Lloyd Sadd Insurance Brokers
05.2023 - 09.2024

VIP Account Executive

Lloyd Sadd Insurance Brokers
02.2022 - 04.2023

Personal Account Executive

Access Insurance
05.2020 - 02.2022

New Business Manager

Go Insurance
09.2017 - 05.2020

General Insurance License Level 2

Alberta Insurance Council

CRIS Designation

Actively Working On CIP Designation

Insurance Institute of Canada
Sarai De Cardenas