Commercial Account Executive - Axis Insurance Managers Inc.
(2018-01 - 2025-10)
- Managing an existing book of Commercial Lines insurance business
- Developing new business opportunities and initiatives
- Reviewing existing and potential clients' current insurance coverage, identifying improvement & cross-selling opportunities
- Developing relationships and working with Insurer partners to ensure appropriate coverage for our clients
- Providing friendly, professional service, staying on top of priorities
- Taking ownership of the work and actions
- Doing what it takes to ensure an exceptional customer experience
Personal Line Insurance Advisor - The Co-operators
(2014-01 - 2018-12)
- Sales, service and profitable growth of personal lines insurance products
- Advise and recommend coverages and policies that best meet client needs.
- Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
- Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
- Meet and exceed consistently all sales and performance goals that leads to efficient operation.
- Contribute and offer ideas and constructive feedback at weekly sales and training meetings.
- Interview prospective clients and review their existing policies which enabled to provide them with the best coverage and premium options available based on their insurance needs.
Co-Founder, Sales/Operations Manager - Abet Import/Export International
(2005-01 - 2013-12)
Retail (Tiara Jewelry), Wholesale (Jueles Wholesale)
- Owned and managed two downtown locations, providing a variety of fashion jewelry and ladies accessories.
- Managed all aspects of the business, including customer service, sales, purchasing, and Human Resources.
- Identified, sourced and negotiated terms of manufacture, purchase and delivery of fashion jewelry and accessories from worldwide suppliers, including China, Hong Kong, India, Turkey, Brazil, Thailand, Italy, Spain, Iran and Russia.
- Coordinated, planned and contributed to trade shows and special events.
