DEBRA A. SMITH
***** ***** ****, *********, ******* K0C 1M0
ac4fdt@r.postjobfree.com
OBJECTIVE:
A challenging position where my experience, education and proven abilities will be fully utilized
CORE COMPETENCIES:
Specialized in the retention of existing clients and the procurement of new accounts through efficient/proven customer relation efforts
Fostered and maintained excellent relationships with insurer’s and clients
Serviced accounts (New Business, Renewals and Endorsements) and participated in the development, underwriting and marketing efforts
Managed a substantial account volume ($2.5M)
Proficient in General Liability, Auto Liability, Fleet Coverage, Property and Fire Coverage, Marketing, Surety & Fidelity Bonding (POA), Errors & Omissions, Directors & Officers Liability, Boiler & Machinery, and Inland Marine insurance
Strong knowledge of insurance terms, industry regulations and guidelines
Ensured timely preparation of binders, certificates and policies
Provided consistent, accurate and timely client communications
Proficient with Power Broker, TAM, Microsoft Word, Excel, Outlook and Internet Explorer
EDUCATION:
CAIB (Canadian Accredited Insurance Broker) Completed 2005
Registered Insurance Broker (RIBO license), Ontario) Completed June 2003
Life Insurance License, Ontario October 2003-lapsed
Medical Terminology 1991
Sheridan College of Applied Arts & Technology, Oakville, Ontario
Business Management Diploma 1986
Queen Elizabeth Park High School, Oakville, Ontario
Grade 13 Graduate – 4 Year Honor Course Program 1983
WORK HISTORY:
SENIOR COMMERCIAL LINES ACCOUNT MANAGER 2006-2017
McDougall Hunt Insurance Brokers, Cornwall, Ontario
Worked directly with Senior Producer Brian Hunt on VIP Accounts
Mentor for all other staff members
COMMERCIAL INSURANCE ACCOUNT MANAGER 2004-2006
Rozon Insurance Brokers Ltd, Lancaster, Ontario
Worked directly with Senior Producers and the Independent Small Business unit
DEBRA A. SMITH
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WORK HISTORY, cont.
SENIOR ACCOUNTING CLERK 1997-2003
Pro-Eco, Oakville, Ontario
Performed AR, AP, Bank Reconciliations, Month End and Job Cost Analysis
MEDICAL SECRETARY 1991-1996
Dr. Laughlin and Dr. Stackhouse (Chiropractors) Oakville, Ontario
COMMUNITY LEADERSHIP:
Participate in the Ingleside Christmas Food Drive
REFERENCES: Available on request