Danielle Roy Email & Phone Number

Sault Ste. Marie • Timmins • Northern Ontario

Sault Ste. Marie, Ontario, Canada

Sault Ste. Marie, Ontario, Canada

Provides thorough review of customer accounts, and offers coverage recommendations to help clients lower their total cost of risk. Creates competition in the marketplace in order to drive the best results for clients. Aggressively negotiates premiums, coverage enhancements and existing coverages with insurance carriers. Promotes carrier products in person.

Sault Ste. Marie, Ontario, Canada

Acted as front line sales and service for commercial clients. Analyzed client accounts and provided clear counsel and coverage recommendations accordingly. Retained book by maintaining excellent customer rapport, and grew book through, inbound calls and walk-ins, and prospecting. Maintained good knowledge of the marketplace and products available..

Sault Ste Marie, Ontario, Canada

Aided in facilitating the transition to the new Unified Communications (telecommunications) system by educating employees, providing hands on support, and promoting the positive impact the transition will have on our work environment, and on our organization.

Sault Ste Marie, Ontario, Canada

Developed and fostered relationships with over 600 clients while servicing the commercial book. Assisted the Account Executive with submissions, policy changes, administrative work, and accounts receivables. Assisted clients in documenting claims, and dealing with adjusters as necessary.

Sault Ste Marie, Ontario, Canada

Answered phones, greeted and directed clients to the appropriate broker. Scanned, faxed, and filed documents. Sorted incoming mail and prepared outgoing mail to be taken to the post office, and to be picked up by local courier service. Processed client payments. Assisted brokers with administrative work where required.

Provided assistance to a classroom of students in both one on one and group settings in preparation for provincial EQAO testing. Observed and evaluated students’ performance and knowledge, and enhanced student learning by optimizing a wide range of instructional approaches and innovative activities.Regularly met with teacher to discuss progress assessments.