Jacqueline Bailey Email & Phone Number

Canada

• Work remotely in Ottawa for a Dutch InsureTech as the sole CSM for their Canadian market.
• Direct a rapidly evolving software portfolio of key, strategic clients.
• Identify areas of development to optimize business process and initiate product improvements with a goal of further driving business growth.
• Triage and collaborate with team members in various countries to solve multi-level complexities and ensure clients achieve their desired outcomes.
• Prepare and present to key… Show more
• Prepare and present to key stakeholders virtually and in-person in order to continuously develop, grow and improve performance of their respective products.

Ottawa, Ontario, Canada

• Managed and grew a large portfolio of Canadian SMEs to help them expand beyond our borders.
• Promoted, sold and facilitated customization of a suite of six insurance and financial products to current and new clients and financial institutions while keeping a well-stocked pipeline in order to achieve and.
• Deepened customer relationships and gained insight into their businesses to match their needs to EDC solutions.
• Acted as the central point of contact for my… Show more
• Acted as the central point of contact for my clients while optimizing their relationship with EDC and ensuring their voices were heard.
• Identified and raised market intelligence within my territory to further understand my clients’ needs and built strategies to better serve them.

Ottawa, Ontario, Canada

• Adjudicated accounts receivable/trade credit for insurance claims for clients across Canada while contributing to a team SLA.
• Managed the claims process end-to-end while maintaining excellent customer service and educating clients on applicable EDC coverage.
• Assisted policyholders to recover debt pre and post claim submission.
• Liaised with account managers, underwriters and our legal team to support client relationships and improve coverage.
• Highlighted gaps and… Show more
• Highlighted gaps and proposed process improvements therefore freeing up capacity. Show less

Ottawa, Ontario, Canada

• Performed risk assessments on mid-market, commercial property and liability renewals and new submissions to determine coverage eligibility and provide quotes while meeting and exceeding new business and retention.
• Attended industry events in and around the Ottawa area to further develop strong partnerships.
• Prepared and presented information to internal and external stakeholders pertaining to Intact’s products.
• Operated as the Boiler & Machinery insurance specialist… Show more
• Operated as the Boiler & Machinery insurance specialist for Intact’s Eastern Ontario book. Show less

Ottawa, Ontario, Canada

• Formerly The Encon Group
• Maintained a profitable book of environmental and construction insurance.
• Negotiated terms and conditions with clients to determine premium and risk coverage for a suite of environmental and construction insurance products.
• Travelled throughout Canada to attend industry events, present policy information and further business development opportunities.
• Acted as an Account Manager for a broker network, managed queries and maintained quality… Show more Formerly The Encon Group
• Acted as an Account Manager for a broker network, managed queries and maintained quality service while meeting and exceeding new business and retention targets.

Graduate Certificate In Conflict Resolution

Bachelor Of Arts, Major In Law