Insurance Broker.

Oversees and optimizes business development through collaboration with account team in regards to building and evaluating expansive territory to ensure business growth. Creates and analyzes a variety of reports concerning incentive budgets and expenses in order to track and drive business. Builds long-term, productive, relationships with new and existing clients to develop a deeper understanding of client products and customer satisfaction. Key attributes:• Works diligently and effectively with internal support departments including marketing and product development, to promote sales and business growth.• Develops and implements training curriculum to achieve KPIs (key performance indicators) in order to maximize profitability and ensure continued business growth.• Investigates and analyzes data to create and develop incentive programs to gain more in depth understanding into sales forecasting, and customer trends.• Balancing various call center and call types. Ensuring AHT, sales, workforce managment and other KPIs are met.

Created customized financial advice for businesses and individuals pertaining to financial security. Developed financial plans based around customer needs, financial goals and customer budget, that would ensure financial security and coverages. Worked closely with clients to build relationships in addition to being customer point of contact for all aspects of insurance policy and coverages, while continuously maintaining high ethical standards.Key attributes:• Consistently attended training seminars in order to gain a more in depth understanding of new products and services, in addition to having the opportunity to learn new business skills.• Analyzed data in order to develop and implement strong marketing strategies to increase client base and provide a competitive edge against additional insurance providers in the area. • Demonstrated in depth knowledge of insurance policies and regularly collaborated with underwriters to ensure accuracy and completion of each policy.

Aided and advised various groups and companies in regards to financial planning pertaining to insurance needs. Offered extensive knowledge on insurance policies and educated clients on the importance of securing a great financial future. Key attributes:• Specialized in assisting non-profit organizations and charities concerning fundraising and insurance needs.• Respected member of the Independent Civic & Social Organization Professionals.

Managed all aspects of regional sales and operations including recruitment and employee retention, strategic and financial planning in addition to sales forecasting. Monitored logistics and product development through industry research and trend forecasting. Established sales objectives by analyzing reports and various department data, including Profit and Loss statements, and collaborating with sales team to create goals and drive profits. Key attributes:• Consistently achieved human resources objectives through implementation of extensive training and employee development programs, providing coaching and feedback, and management of employee recruitment and retention. • Researched and analyzed market data and product development reports to aid in sales forecasting and to remain up to date in market research and recent publication relevant to company products. • Achieved operational success through consistent planning, system auditing, and thorough preparation for product launches.

Managed sales staff performance in relation to sales goals, mentored and provided necessary feedback to enable staff to reach or exceed expectation. Networked and maintained excellent customer relations, to drive growth and attract new clients. Reviewed current and upcoming products to ensure client insurance needs were met.Key attributes:• Assisted underwriters by providing accurate and updated information to ensure client polices were amended when necessary. • Consistently increased profitability through assessing client needs and introducing new products and services. • Complied with regulations put in place by the FSCO (Financial Service Commission of Ontario), through ensuring knowledge on regulations and procedures were up to date.

Established reputation as exceptional Sales Manager (2001 – 2002) with Ramada Plaza Hotel and Suites