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 • 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 stakeholders virtually and in-person in order to continuously develop, grow and improve performance of their respective products.• Manage competing priorities and ensure deadlines are met, in a fast paced dynamic environment. Show less

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 surpass targets. • 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 • 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 surpass targets. • 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 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.• Raised and worked on continuous improvements to augment internal processes therefore saving time and further improving client satisfaction. Show less

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 • 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 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 targets. • 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 • 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 targets. • 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 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• 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 service while meeting and exceeding new business and retention targets.• Piloted new projects in order to enhance processes and meet key performance indicators. Show less

Graduate Certificate In Conflict Resolution

Bachelor Of Arts, Major In Law