Wendy Henderson
Whitby,Canada
Summary
Quality-oriented professional with 23 years of experience and a proven knowledge of customer needs assessment, relationship management, and effective communication. Aiming to leverage my skills to successfully become a member of your team.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Elite Account Manager, Personal Lines Insurance
Benson Kearley IFG
04.2008 - Current
- Manage the Private Client business for high net worth clients
- Build strong professional relationships with clients to maintain retention
- Yearly average retention 94-96%
- Handle sales and service by assessing insurance needs and provide coverage recommendations or solutions
- Effectively communicate policy coverage and exclusions to ensure clients understand
- Review renewals and look for alternate markets, up sell and cross sale opportunities
- Effective underwriting knowledge to ensure business complies with brokerage guidelines & consent
- Handle processing of new policies and policy changes on company portals
- Responsible for Agency billing and collection
- Handle claim reporting, open & closing and assisted when needed for resolution
Sales Team Leader
Grey Power Insurance Brokers
04.2007 - 04.2008
- Managed a team of 10 brokers for new business sales for home and auto
- Provided sales coaching to ensure sales targets were met
- Performed performance reviews quarterly for brokers to ensure training and education were provided to meet their targets
- Assisted with sales calls when needed
Insurance Agent
Liberty Mutual / TD Home & Auto Insurance
04.1997 - 04.2007
- Provided professional customer service for sales and service for home and auto insurance
- Responsible for up selling and cross selling insurance products
- Handled new business application and policy change processes
Education
Legal Administration -
Durham College
Whitby, ON06.1994
High School Diploma -
Henry Street High School
Whitby, ON06.1990
Skills
- Team player
- Minimal supervision
- Effective prioritizing
- Organizational skills
- Multi task
- Effective time management
Certification
- R.I.B.O.
- C.I.P.
References
References available upon request.
Timeline
Elite Account Manager, Personal Lines Insurance
Benson Kearley IFG
04.2008 - Current
Sales Team Leader
Grey Power Insurance Brokers
04.2007 - 04.2008
Insurance Agent
Liberty Mutual / TD Home & Auto Insurance
04.1997 - 04.2007
High School Diploma -
Henry Street High School
Legal Administration -
Durham College
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