• Coach and mentor teammates to achieve both personal and team goals to maximize retention• Analyze and underwrite new risks and renewal policies to ensure a profitable book of business• Remarket risks to meet various insurance carriers’ appetite• Maintain positive relationships with insurance carriers• Handle Renewal list and ensure on-time renewal• Resolve client conflicts• Build rapport and relationships with teammates• Foster the growth and development of teammates in a collaborative working environment• Carry out Client Relations duties to achieve long lasting relationships with VIP clients

• Increase sales volume and retention by servicing clients, up-selling and cross-selling products• Analyze and underwrite risks to ensure a profitable book of business• Remarket risks to meet various insurance carriers’ appetite• Employ a customer-focused approach to maximize client satisfaction• Instill trust and confidence in clients to achieve long lasting relationships

• Qualify leads, generate sales and promote business• Fulfil clients’ requests, handle policy changes, assist in settling claims, and offer renewals. • Maintain courteous and respectful relationship with claims adjusters and underwriters• Top Sales with highest number of policies written.

• Respond to client inquiries in person and on the phone• Update client database and management system• Ensure accurate documentation and filing• Certified Workplace Health & Safety Coordinator

• Review environmental reports and publish documents• Assist at the Green Economy Summit (2012) for municipalities in the SW Ontario region