Duane Walker Email & Phone Number

Calgary, Ab, Ca

Calgary, Ab, Ca

Calgary, Alberta, Canada

Calgary, Alberta, Canada

- Recipient of the Peter Young Award in 2021. Recognized for hard work, dedication, and resilience. - Thrived in a complete hybrid commercial broker role that includes new business, servicing existing clients, renewals & retention, processing & transacting, billing, and accounts receivables.- Gained strong knowledge of commercial markets in business classes related to small business, contractors, professional liability, food trucks, restaurants, oil & gas, trades, salons, and… Show more - Recipient of the Peter Young Award in 2021. Recognized for hard work, dedication, and resilience. - Thrived in a complete hybrid commercial broker role that includes new business, servicing existing clients, renewals & retention, processing & transacting, billing, and accounts receivables.- Gained strong knowledge of commercial markets in business classes related to small business, contractors, professional liability, food trucks, restaurants, oil & gas, trades, salons, and consultants- Learned commercial insurance and the role of a commercial broker as mostly a one person commercial team throughout 2021. Developed strong relationships with Sharp managers. Also learned to foster relationships with insurers and underwriters either in specific situations or to proactively open direct lines of communication- Achieved personal growth while being a de-facto commercial department head throughout 2022. Responsibilities included training and on boarding of 2 new commercial brokers, continuous follow up and communication to ensure learning and competency. - Initiated and implemented such ideas as a team sales schedule, checklists and cheat sheets for improving conversations with clients while progressing through quotes, improving quote submission processes. Also created centralized hard drive folders to access forms, applications, example quote submissions, renewal lists- Pulled monthly sales production lists for each team member to track sales progress, monthly targets, and individual commissions- Communicated, strategized, and planned with Sales Manager and VP to assist them with department direction, planning, scheduling and individual broker training Show less

Calgary. Ab

- Recipient of Top Client Care award in 2020. Recognized for being the most proficient personal lines broker at Sharp Insurance- Responsible for customer service and sales with personal lines clients- Successful in helping to grow the business through cross selling, remarketing of policies, and rewriting business - Took an active role in client retention through problem solving, communication with underwriters & billing teams, and managing payment issues- Mentored new hires… Show more - Recipient of Top Client Care award in 2020. Recognized for being the most proficient personal lines broker at Sharp Insurance- Responsible for customer service and sales with personal lines clients- Successful in helping to grow the business through cross selling, remarketing of policies, and rewriting business - Took an active role in client retention through problem solving, communication with underwriters & billing teams, and managing payment issues- Mentored new hires through coaching and job shadowing. Show less

Calgary, Canada Area

- Managed personal lines clients (50%) and commercial lines clients (50%)- Responsible for managing a book of business, which included analyzing policies, addressing client needs, amending policies, new business sales, claims monitoring, and providing exceptional customer service.- Accountable for personal lines clients with residential, auto, motorcycle, RV, personal umbrella, and rental properties. - Provided assistance and support for commercial brokers with commercial auto & CGL… Show more - Managed personal lines clients (50%) and commercial lines clients (50%)- Responsible for managing a book of business, which included analyzing policies, addressing client needs, amending policies, new business sales, claims monitoring, and providing exceptional customer service.- Accountable for personal lines clients with residential, auto, motorcycle, RV, personal umbrella, and rental properties. - Provided assistance and support for commercial brokers with commercial auto & CGL policies. Show less

Calgary, Ab

- Provided analyst guidance to handle complicated files, and to give insights in regards to detailed insurance knowledge- Effective at making underwriting decisions to approve or decline detailed situations, and to review and release transactions originated by new and inexperienced agents- Excelled at employee coaching to assist agents to handle client situations, improve sales skills, and enhance the customer service experience- Managed client escalations under a second level of… Show more - Provided analyst guidance to handle complicated files, and to give insights in regards to detailed insurance knowledge- Effective at making underwriting decisions to approve or decline detailed situations, and to review and release transactions originated by new and inexperienced agents- Excelled at employee coaching to assist agents to handle client situations, improve sales skills, and enhance the customer service experience- Managed client escalations under a second level of support for all agents across Canada Show less

Calgary, Ab

- Provided insurance advice, guidance, coaching, tips, and ideas to improve the learning and onboarding directly to new agents in the first few weeks after their formal training.- Strategized, brainstormed, and interacted with TD management to improve the training process.- Mentored and guided new agents directly on a one-on-one basis to ensure that their development and learning was at the same pace as their peers.

Calgary, Ab

- Responsible for home and auto insurance clients.- Consistently met or exceeded sales and customer service score targets.- Awarded numerous Shining Star awards for customer service- Attended 3rd Quarter All Stars Luncheon in November 2014, recognized for compliance and overall performance excellence- Member of Client Connection Committee (2014) and Multi-Cultural Committee (2013).- Mentored new staff through coaching and job shadowing.- Active member of my team through… Show more - Responsible for home and auto insurance clients.- Consistently met or exceeded sales and customer service score targets.- Awarded numerous Shining Star awards for customer service- Attended 3rd Quarter All Stars Luncheon in November 2014, recognized for compliance and overall performance excellence- Member of Client Connection Committee (2014) and Multi-Cultural Committee (2013).- Mentored new staff through coaching and job shadowing.- Active member of my team through leading huddles, creation of monthly sales promotions to increase team spirit & assist agents meet sales targets, and various other initiatives to enhance the office culture. Show less

Calgary, Ab

- Responsible for commercial lines clients (75%) and also personal lines clients (25%)- Accountable for creating, growing, & maintaining insurance packages in specific areas: travel agents, life insurance agents, general contractors, and personal insurance packages for oil & gas expatriates in Alberta employed by Total Petroleum- Managed customer service inquiries with all types of requests, including quoting new business- Created a marketing & advertising plan that included… Show more - Responsible for commercial lines clients (75%) and also personal lines clients (25%)- Accountable for creating, growing, & maintaining insurance packages in specific areas: travel agents, life insurance agents, general contractors, and personal insurance packages for oil & gas expatriates in Alberta employed by Total Petroleum- Managed customer service inquiries with all types of requests, including quoting new business- Created a marketing & advertising plan that included magazine, Kijiji, bulletin board, and coffee shop ads. Achieved success in creating new leads and numerous new policies written with almost no budget at all- Handled other office duties including accounts receivables, processing, filing, receptionist duties Show less

Calgary, Ab

- Responsible for providing customer service & sales in all areas of personal insurance. This included insurance in such areas as home, auto, motorcycle, boat/RV, rental properties, etc.- Built and maintained solid relationships with clients, while prospecting for new opportunities for growth

Bachelor’S Degree, Physical Geography/History

Business Administration Diploma, - Sales, Entrepreneurship

Activities and Societies: Red River Radio (D.J.) Student Council