Stephanie Conte
New Tecumseth,ON
Summary
Experienced insurance professional with over 6 years in technical service and advisory roles, specializing in personal insurance. Skilled in client relationship management, policy administration, and compliance with RIBO standards. Proven ability to support high-volume brokerages through accuracy, efficiency, and deep product knowledge. Recognized for delivering exceptional service and contributing to retention and growth.
Overview
11
11
years of professional experience
Work History
Technical Service Representative
McGoey Insurance
01.2020 - Current
- Assist brokers with quoting, binding, and issuing new policies, endorsements, renewals, and cancellations.
- Prepare documentation for client files in accordance with company and regulatory standards.
- Respond to client inquiries regarding policy changes, billing, coverage details, and documentation.
- Process endorsements and update client files in the broker management system
- Provide administrative support to brokers and account executives in servicing personal, commercial, and farm insurance accounts.
- Prepare renewal documents, applications, and certificates of insurance.
- Liaise with insurers for underwriting queries, premium calculations, and document follow-ups.
Licensed Insurance Advisor
RBC Insurance
09.2018 - 01.2020
- Provided professional insurance advice and solutions to clients via phone
- Assessed client needs and recommend appropriate Home, Auto, Life, or Travel insurance products.
- Prepared and presented quotes, explained coverage options, and bound policies in compliance with underwriting guidelines.
- Processed policy changes, renewals, cancellations, and endorsements accurately and efficiently.
- Achieved sales targets and service standards while maintaining a focus on client satisfaction and compliance.
- Stayed current on product knowledge, industry trends, and regulatory requirements.
- Promote cross-sell and upsell opportunities within RBC i.e. Life Insurance
Sales Associate
Pfaff Audi
03.2014 - 06.2017
- Coordinated and conducted vehicle delivery appointments with clients, ensuring a professional and engaging experience.
- Demonstrated and explained key vehicle features, including infotainment systems, driver-assist technologies, navigation, smartphone connectivity, and Audi’s proprietary functions.
- Set up personalized settings for clients (Bluetooth, user profiles, driver assists, etc.).
- Prepared and staged vehicles for delivery, ensuring cleanliness, fuel, documentation, and accessories are in place.
- Inspected vehicles pre-delivery to ensure they met quality standards and were free from damage or issues.
- Provided post-delivery support by answering follow-up questions and assisted clients with additional setup as needed.
- Worked closely with the sales team to coordinate delivery timing, paperwork, and vehicle readiness.
- Assisted in managing the flow of vehicles for upcoming deliveries and maintaining delivery area cleanliness and organization.
- Maintained a high level of product knowledge and stayed up-to-date on new Audi models and features.
Education
Bachelor of Arts - Sociology
York University
Toronto, ON06-2013
Skills
- Clear, professional verbal and written communication
- Ability to explain complex insurance and vehicle features in a client-friendly way
- Active listening to understand client needs and tailor solutions accordingly
- Strong follow-up and relationship-building abilities
- Client-first approach with emphasis on trust and satisfaction
- Ability to deliver a premium, white-glove experience (especially in luxury sales/delivery)
- Managing expectations, resolving concerns, and exceeding service standards
- Conducting engaging consultations, walkthroughs, or delivery appointments
Languages
English
Native or Bilingual
Timeline
Technical Service Representative
McGoey Insurance
01.2020 - Current
Licensed Insurance Advisor
RBC Insurance
09.2018 - 01.2020
Sales Associate
Pfaff Audi
03.2014 - 06.2017
Bachelor of Arts - Sociology
York University
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