Crafting, Reading, Animals, Volunteering
Stephanie Siegel
Penetanguishene,ON
Summary
Analytical Underwriter with expertise in Personal Lines Insurance. . Gifted in evaluating risk and loss potential and developing information for new and renewal policies. Team-oriented with success in building relationships with brokers and sales agents to achieve business goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
26
26
years of professional experience
Work History
Support Coach
RBC Insurance
12.2022 - Current
- Improved customer satisfaction by providing support for newer staff members; answering guidance questions and approving policy issuance for level 0 and level 1 Agents.
- Mentored junior team members, contributing to their professional growth and ability to handle complex cases independently over time.
- Facilitating Transition training classes for new employees; teaching, coaching, quality audits, call monitoring.
- Analyzed metrics and trends to identify areas for improvement in the support process, leading to continuous enhancements in service delivery standards.
- Providing skill builds for peers for underwriting and enhanced client experience.
Licensed Insurance Agent
RBC Insurance
04.2022 - 12.2022
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
Office Manager/ Licenced Insurance Broker
WMIB
11.2016 - 11.2021
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Evaluated employee records and productivity and submitted evaluation reports.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Coordinated special projects and managed schedules.
Office Manager/ Licenced Insurance Broker
SWB Insurance
05.1998 - 11.2016
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Developed and maintained successful relationships with Insurers, and putside contractors.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Education
Social Service Worker Diploma - Social Work
Seneca College of Applied Arts And Technology
North York, ONCAIB -
Insurance Broker Association of Ontario
Toronto, ONCIP 130 CIP 131 -
Insurance Institute
Toronto, ONSkills
- Attention to Detail
- Critical Thinking
- Clear Communication
- Decision-Making
- Insurance policy expertise
- Building Relationships
- Problem-Solving
Volunteer Work
Barrie Families Unite- Various task to aid Under supported families in the community
Loyal Rescue -Small dog rescue foster home and volunteer
Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Company CultureWork-life balanceCareer advancementHealthcare benefitsWork from home optionPersonal development programsInterests
Quote
Each client you speak to is your best client, your favourite client and your most important client in that moment.
Stephanie Siegel
Timeline
Support Coach
RBC Insurance
12.2022 - Current
Licensed Insurance Agent
RBC Insurance
04.2022 - 12.2022
Office Manager/ Licenced Insurance Broker
WMIB
11.2016 - 11.2021
Office Manager/ Licenced Insurance Broker
SWB Insurance
05.1998 - 11.2016
Social Service Worker Diploma - Social Work
Seneca College of Applied Arts And Technology
CAIB -
Insurance Broker Association of Ontario
CIP 130 CIP 131 -
Insurance Institute
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