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
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