Sales Expert
Current- Well- informed on current and relevant insurance industry changes including coverages, Underwriting filings and products 2017-Present - Understand, inform, and guide potential customers on insurance advice and coverage- Analyze, select, and underwrite risks- Educate clients on coverages based on their personal needs and advice accordingly on midterm policy changes - Use negotiating skills to maintain healthy relationships within the companies, brokers, and clients- Coach new employees as a success partner on day to day business operation- Participate in weekly team huddles and coach meeting with unit manager to improve the service level and sales productivity- Monitor the trends and evaluating the performance assessed against monthly marketing goals- Strong knowledge of policy change in Contact PL in terms of complexity- Former Member of team application, Intact engagement team and Ambassador of Change- Distinguished platinum agent on behalf of Intact retail and group clients- Recognized agent as exceeded beyond expectation on 2021-2022 year performance