TANYA M FLETCHER
Victoria,BC
Summary
A successful leader with an entrepreneurial attitude, seeking an opportunity to leverage 25years of Insurance Industry experience to assist an organization to improve client relationships and sales development specifically in the Personal Lines Space
Overview
27
27
years of professional experience
Work History
Senior Personal Lines Account Executive
HUB International Limited
11.2023 - Current
- Negotiated competitive rates with carriers on behalf of clients, securing favorable terms while maintaining adequate coverage levels.
- Provided exceptional sales support to field producers.
- Responded to billing inquiries, coverage verification and other questions by phone and email.
- Leveraged industry knowledge to provide expert advice on suitable coverage options for various life events or property acquisitions.
- Mentor VIP Producers throughout HCW
- Participate on Monthly Carrier Calls including the National Private Client call.
- Participate on the Learning & Development for the PL Private Client Training Segments.
Assistant Branch Manager
HUB International Insurance Services
09.2021 - 11.2023
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Work closely with our Executive Team for all lines business for growth and development planning
- Demonstrated knowledge of annual planning and budgeting for a branch of 60 Employees
Personal Lines Producer
HUB International Insurance Services
04.2019 - 09.2021
- Responsible to manage, grow and develop Personal Lines book
- Continued Annual Revenue growth and Retention.
- Develop relationships with Realtors, Mortgage Brokers, Lawyers and other business partners
Personal Lines Insurance Broker
SeaFirst Insurance Brokers
09.2005 - 02.2018
- I held a variety of positions through my 11.5yrs at SeaFirst Insurance from frontline CSR, part of the HR Team, Personal Lines Supervisor, Marine and Personal Lines Underwriting team, ending my tenure as a Personal Lines Producer with a focus on the High Net Worth book of business.
- I have fostered and developed referral business from not only my existing local and international clientele, but from local Realtors, Business' and Networking groups
- Successfully, grew and developed book of business, year after year.
Personal Lines Insurance Agent
CSR Coast Capital Insurance Services Ltd
08.1997 - 09.2005
- Process ICBC, Private Auto and Travel Insurance - Batching and Stock Reconciliation - Personal Lines sales of Tenant, Condo and Home Policies Marine Insurance - Farm and small commercial packages
- Assistant Branch Manager
Education
Certifcate Program - Enabling Impact Through Inclusive Leadership
University of Toronto - Rotman School of Business
01.2023
Certifcate Program - Highnet Worth/ Private Client Group Program
CPRIA Designation
06.2021
CAIB Designation, Level Ll License -
CAIB Designation Victoria
1999
Bc General Studies -
Camosun College
1990
Skills
- Business Development
- Leadership/communication skills
- Client account management
- Underwriting experience, Personal Lines, Marine and small commercial
- Human resources
- Annual Budget Development
- Monthly Budget Reporting -
- Employee relations- Leadership, mentoring, team building and sales development
Timeline
Senior Personal Lines Account Executive
HUB International Limited
11.2023 - Current
Assistant Branch Manager
HUB International Insurance Services
09.2021 - 11.2023
Personal Lines Producer
HUB International Insurance Services
04.2019 - 09.2021
Personal Lines Insurance Broker
SeaFirst Insurance Brokers
09.2005 - 02.2018
Personal Lines Insurance Agent
CSR Coast Capital Insurance Services Ltd
08.1997 - 09.2005
Certifcate Program - Enabling Impact Through Inclusive Leadership
University of Toronto - Rotman School of Business
Certifcate Program - Highnet Worth/ Private Client Group Program
CPRIA Designation
CAIB Designation, Level Ll License -
CAIB Designation Victoria
Bc General Studies -
Camosun College
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