Demonstrated experience with Sales Strategy.
Demonstrated experience with Client Prospecting.
Demonstrated experience with Contract Negotiation.
Demonstrated experience with Policy Underwriting.
TD Insurance
Exceeded new business production goals and objectives as established by 23%, Solicit for new business and grow sales revenue by 34% via telephone, email, networking, and other lead sources., Assisted with all policy renewals including compiling renewal data for underwriting submissions., Reviewed the insurance policies and endorsements for accuracy and requested approvals from Underwriting where necessary., Analyzed and resolved the outstanding accounts receivable balance of processed and denied claims., Sold and cross sold various types of insurance policies that included automobile, homeowners, tenant and condo insurance meeting and exceeding the close ratio of 38%., Modeled exceptional customer service skills to build rapport and provide customized information for each individual leading to a 97% customer survey rating., Maintained knowledge of Aviva products and followed all compliance guidelines and procedures while maintaining relationships with quality assurance to exceed 88% compliance., Processed and managed the insurance reported general liability, property, and auto claims., Educated customers on details about different coverages for both home and auto insurance, advised on best policy options and appropriate bundle benefits this increased my cross sales ratio by 35%., Assessed risk tolerance and risk-management goals to recommend solutions optimally suited to customer needs., Excelled within service-oriented industry. Cultivate positive relationships with customers and expanded business through word-of-mouth referrals.
Brendan Wood International
Raised renewal rates by 20% and increased customer satisfaction rating to 95% within six months.
Post Graduate
BSc.
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Demonstrated experience with Claims Management.
Top Hat Monocle Inc.
Recognized as top Executive on team, generating and closing $100k for Q1 2020.
Aviva Direct
Developed and implemented underwriting guidelines and procedures, resulting in a 20% reduction in processing time and a 15% increase in accuracy of risk assessment., Negotiated terms and conditions of coverage with customers, resulting in a 25% increase in policy sales and a 10% increase in customer satisfaction., Review insurance applications and endorsements to evaluate submissions information required to accept or reject new policies based on underwriting guidelines., Assess risk quality for an in-force book of business through a renewal review process to ensure compliance within company guidelines and initiate appropriate loss prevention actions., Research and follow through with requests for missing information from agency partners maintaining a high level of customer service., Communicate daily with brokers via telephone, internal diary, and email to assist in risk placement and rating, obtain information, and answer broker inquiries., Communicate with field reps and other insurance or inspection companies to obtain information, answer inquiries, or explain company underwriting policies., Develop and maintain effective business relationships with internal and external customers/co-workers including, Actuary, Marketing, IT, and Claims in order to attract and retain profitable business.
SGI Canada
