Kelly Trottier Email & Phone Number

Ontario, Canada

Vaughan, Ontario, Canada

Fully licensed in home, auto, life and living benefits. I help my clients with all their insurance needs and also give them the best in customer service while doing so.

Delivered leadership, mentorship, and executive vision of strategic account plans, business development strategies, and sales operating plans, as well as the development and facilitation of strategic account plan strategies to deliver substantial market share and profitability growth. Spearheaded the operations of two (2) RBC Insurance branches♣ Provided overall market management by leading the establishment and achievement of team sales objectives and related activities to achieve superior client experience through advice-driven client discussions. ♣ Developed internal RBC and community relationships, maximized new business opportunities, fostered a client ownership environment to deepen the client relationship.♣ Maximized marketplace opportunities, addressed major business challenges, and forecast activities to best suit industry and corporate targets. Surpassed targeted sales goals, built professional relationships with a diverse customer base.♣ Was recognized for operations management expertise, executive leadership vision, ability to get things done, and capacity to develop relationships with key clients and stakeholders. Recruited, trained and mentored a high-performing team. ☞ Changed the organizational culture and created an environment where all were encouraged to perform to the best of their abilities. Identified inconsistencies in business processes; created improvements to enhance efficiency, accuracy, and standardization of sales and revenue reports.

Exceeded sales targets; successfully negotiated and closed new sales, prepared proposals and quotations, and consistently won new turnaround contracts. Managed all facets of the sales cycle including prospecting, presenting, negotiating, and closing ♣ Generated innovative ideas and solutions to contribute to brand recognition, increased business and company profitability.♣ Led presentations and negotiations with clients, managed sales cycles, providing the highest level of professionalism. ♣ Evaluated staffing, expenses, budgets, workflows, and made recommendations for improvements in efficiency and effectiveness. Monitored work quality to ensure adherence to procedures and philosophies. ♣ Achieved an average likelihood to recommend score of 95% by delivering high quality financial advice to high net worth retail clients in a senior relationship management role. Mentored, coached, and managed a high-performing finance team.

Built the business from the ground up, expanded penetration in new markets, directed business development and contract negotiation. Provided cost efficient management, administration, and tactical leadership; maintained operational budgets and schedules; ensured client satisfaction, operational efficiency, and compliance with the organization’s policies and procedures♣ Managed sales cycles; facilitated proposal preparation, sales presentation, and product demonstration.♣ Developed key account relationships and maintained existing accounts; cultivated strong long-term business relationships.♣ Negotiated win-win service agreements and followed up to ensure service met and exceeded customer expectations.♣ Planned and implemented sales and marketing strategies; recruited new members and provided efficient fitness training. ♣ Hired, trained and developed employees; promoted a workplace culture that emphasized quality, customer service and performance standards. Recognized by peers as a leader communications, team approach, and positive attitude.

Facilitated profitability across all channels through analysis of sales trends, promoted brand standards in alignment with company vision, and motivated and inspired the team to sell, grow, and have fun while being the best♣ Conducted motivating store meetings, and ran special projects to enhance the customer experience and our bottom line.♣ Carried out and achieved monthly, quarterly, annual action plans, and yearly business plans; surpassed identified revenue and growth targets, with the highest closing rate in the company with a satisfaction rating of 98%. ♣ Cultivated and maintained long-term relationships by providing excellent customer service and consultative support. ♣ Established goals, motivated staff, provided ongoing incentives to fuel top-tier results, elaborated and executed programs. ♣ Managed operational budgets to ensure optimal results, improved efficiency, and developed progressive approaches.