Lei M. Email & Phone Number

Toronto

-Proactively making outbound calls and sending emails to requote and win-back customers by providing insurance advice and solutions based on their needs-Demonstrating a solid understanding of regulatory risk when writing the new business and updating the existing policies-Providing a consistent, positive client experience with every conversation and supporting clients with their concerns during the phone calls, demonstrating proactive sales abilities and advice-based solutions.-Proactively building a leads-generating network by cultivating strong relationships with real estate agents, insurance brokers, and automobile sales representatives

-Addressed the inquiries of underwriters to contact the policyholders for the material request, investigation, premium changes and information verification in a fast-paced working environment-Assisted the manager in training new team members to improve their frontline underwriting results, call quality and cross-selling outcomes-Maintained a high level of customer satisfaction with 0 complaints and contributed to the retention rate of the customers by proactively calling the existing customer to help them review and update their policies before the renewal-Collaborated with a cross-functional team to ensure the quality of the service delivery including underwriting, binding and payment processing steps