Customer Service Sales
Resume:
Kelly Ann Somerville RIBO
** ******* **. ****, ** L1S 6L2
Phone: 905-***-**** Cell: 905 -626-1025
Email: ***************@*******.***
Career Focus
Highly motivated, dynamic, professional with over ten years of Sales, Personal Lines Insurance &
Financial products, and Customer Service. Strong ability to adapt to ever-changing market conditions,
while remaining flexible, positive and customer-focused.
Skills
Excellent communication skills
Strong lead development skills
Conflict resolution
Strong organizational skills
Strong client relations
Adaptability
Client account management
Experience
July 2013 – Present
AON Reed Stenhouse - Markham, ON
Personal Lines Sales Broker
Prospecting and qualifying new leads
Educating prospects and clients by reviewing their current insurance plans
Quoting and closing sales
September 2012 – March 2013
Bryson Insurance - Ajax, ON
New Business Sales Executive
Rounded out the mono-line accounts and x date for new leads.
Dealing face-to face with people walking in for personal lines quotes, as well as taking inbound calls.
Attended trade shows to promote community awareness
Created marketing plans to promote the Bryson brand.
Obtained my life insurance license, which enabled me to capitalize on every opportunity to offer term
insurance to prospects and existing clients.
HMA/Johnson – Whitby, ON December 2006 – April 2012
Personal Lines Sales
Attending trade shows, and all local community events to market, sell and service all HMA's insurance
products.
I was successful in achieving a monthly sales quota and developing new leads.
Created various marketing tactics, strengthening current and developing client relations were essential
duties of my position.
We were acquired 2008 from Johnson Inc.
New business development.
Maintained and met a monthly quota, by taking inbound queue calls, developing referrals and leads.
Developed tool to track and monitor personal sales opportunities, and finished contracts.
Received company Employee Performance Award after achieving record sales of 20%.
Lumbermen's Underwriting Alliance – North York, ON March 2006 – December 2006
Account Manager/Underwriter
Retained and ensured proper handling and care of 52 accounts (with various locations) in Southeastern
Ontario and Manitoba, in the forest-related products industry.
Developed and maintained long-term relationships with policyholders (large and small business entities).
Identified all prospective clients, by using lead generating methods.
Aviva Canada – Scarborough, ON January 2003 – March 2006
Account Manager
Serviced existing clients from various insurance companies in an inbound call centre environment.
Answering 30 calls a day on average to provide resolutions and make endorsements.
Worked within a team, to build strong client relationships and provided high value-adding services.
September 2002 – January 2003
State Farm Insurance
New business Sales/Account Manager
Servicing existing clients, cold-calling mono-line lists, X-dating as well as all office administrative duties.
Responsible for all new business and following up on warm and cold leads within a timely manner.
Worked within a team, to build strong client relationships and provided high value-adding services.
Education
Pickering High School - Ajax, ON Graduate 1996
English and Physical Education
Durham College – Oshawa, ON 2007
Psychology
Accomplishments
Networking skills, Excellent negotiating tactics, Top-rated sales performance, Customer service Interpersonal
skills Staff development/training Self -motivated
LLQP (Life insurance) Licensed
Obtained 50% of both the Certified Insurance Professional designation as well as the Canadian
Accredited Insurance Broker designation.
Completed Client Centered Selling course
Completed Standard CPR
Smart Serv e certified
Experience with Compu-quote, Sig XP
Professional Affiliations
Registered Insurance brokers of Ontario (R.I.B.O)
Youth broker Committee (YBC)
Ajax Ladies Recreational Basketball League (ALRBL)
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