• Accountable for selling a range of home, auto, farm, vacation, commercial, and general liability insurance products • Cultivate account relationships to understand insurance needs, answer inquiries, and provide tailored solutions• Conduct market research, generate qualified leads, deliver sales proposals, and negotiate and close deals • Partner with 10 insurance providers and maintain awareness of their unique products and service standards • Contribute to the underwriting process by leveraging insurer portals to determine terms and minimize risks • Compile and disseminate client invoices and follow-up with overdue accounts to collect outstanding payments • Participate in networking events and instigate conversations with professional groups to raise brand awareness Key Achievements:✔ Ranked 1st overall in sales for 3 months among 34 Independent Insurance Specialists and sustained an 90% client retention rate through expert customer service and support

• Sold various home, auto, vacation, off-roading, and miscellaneous insurance packages to clients across Alberta• Managed a sizeable account portfolio including all sales, renewals, and accounts payable and receivable duties• Devised and delivered training programs to educate new hires on sales, client retention, and other best practices• Responded to media requests and authored a variety of external communications including articles and blog posts• Acted as the main point of contact for corporate social responsibility and coordinated events and fundraisersKey Achievements:✔ Increased annual sales from under $60,000 to over $2 million by successfully closing lucrative accounts, revitalizing strained relationships with existing clients, and increasing the retention rate to 95%✔ Selected to serve on the Training Team by demonstrating advanced leadership and product knowledge ✔ Delivered interviews for multiple newspaper articles on how to make insurance more accessible to the public

• Responded to a high volume of incoming calls regarding home, auto, travel, and umbrella insurance policies• Provided expert customer service by offering knowledgeable product recommendations based on personal needs Key Achievement:✔ Won Rookie of the Year Award in 2018 for leading over 50 first-year Insurance Brokers in overall performance

• Oversaw the account management duties for large-scale and demanding corporate clients such as APEGA • Performed periodic file reviews, uncovered sales opportunities, and promoted appropriate products and services

Surety Insurance