Sandra Willis Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

* Promoted to manage service team in our Personal Lines department* Work with team to continue exceptional retention numbers* Meet with our Business & Innovation department to find ways to make the team's job easier and make for exceptional client experiences* Help build employee culture and morale while navigating through the remote work environment

Toronto, Ontario, Canada

* Managed team of Sales Executives in our Personal Lines department* Continue to do business development for VIP clientele* Service small book of high end accounts* Helped build and maintain strong relationships with our insurer partners* Worked with our Marketing team to come up with new business initiatives

Toronto, Canada Area

* Business Development Manager for VIP clientele* Part of team that developed PROLINK Preferred Services program to grow our VIP book of business* Completed Chubb's selective Client Management School in the summer of 2020* Designed and continuously updated COVID-19 spreadsheet to keep our PL brokers on top of what our insurer partners were doing for our clients during the pandemic* Provide exceptional customer service for a small book of business* Guest speaker for PROLINK roundtables to help new brokers navigate this industry* Provide refresher training for PL customer service brokers and PL account executives

Mississauga, Ontario, Canada

* Full service PL broker looking after sales and service for property and auto policies* Specialized in condominium unit owner policies* Go-to team member for help and advice on insurance company coverages and wordings * Assisted in training new staff

London, Ontario

* Account Manager to our COO - she tells me almost everyday she couldn't function without me* I have been building my own book of business from scratch, mostly referrals from clients who love my knowledge of insurance and my customer service* I shop every clients renewals to make sure they're getting the best price and best coverage available* I always follow up with clients after they've had a claim to make sure the process is going as smoothly as possible* I am proficient in using The Brokers Workstation, and I also assist in reporting errors within the system to make so I, and other brokers, are able to do our jobs as seamless as possible* I use Broker portals for Travelers, Intact and Western Assurance* Drop off the office deposits at the bank as my boss trusts me with her life* I am always around to help anyone out at the office as I'm one of the most patient people you'll meet - I have been asked to train coworkers or new hires at every job I've had

* I handled book of business of around 1100 in force policies* Mastered sales in auto and property insurance to keep my book of business growing* Entered endorsements and new business on Intact, Economical, Aviva and Jevco broker portals* Headed a team to grow prospective group insurance contracts * I aided in a system transfer for a large broker acquisition * I ran and organized reports for management while I was the receptionist * I tracked staff attendance for management * Leader of our office social club

Toronto, Canada Area

* Put in charge of monthly promotional stock management, including all ordering* Acting manager when needed, which the staff loved because I would always buy them pizza* I headed a team to complete our store planograms - that means rearranging the entire store* I was a master at using the forklift to unload shipments* Cashier duties...sometimes I miss the interesting clientele I would meet working there