Personal Insurance Claim Help: Excel Insurance Group Advocacy

In 2007, family convinced me to try out the insurance industry - just to help out around the office - and I simply could not leave. It’s one thing to have a second family in my co-workers and its even more wonderful to find the type of satisfaction that I do in helping clients when they need it.

With a passion for responsive, gratifying customer service, I am enthusiastic, compassionate and one that takes initiative.

Addicted to corporate risk management, I am passionate about every opportunity I have to work with clients and hunt new challenges. Driven by detail, as well as decidedly thorough, I love exploring the intricacies, particularities and nuances that make up my clients’ businesses. From understanding and analysis, I love crafting business insurance solutions that are customized and tailored. For me, my position is a game - a game I love to play and win.

With a direct sense of humour and a good laugh, I enjoy building longterm relationships with the people in my life. Reliability is important to me - not just for a sale but in every interaction, way we engage or challenge you face. I act with integrity and I surround myself with colleagues, friends and people that do too.

Since 1997, I have enjoyed this fast-paced work life that I have created.

A team approach steers all we do in our office and it ensures our firms capacity to engage clients with a different edge - one where combined knowledge, skills and powerful results shape the deliverables we create.

I service my clients through direct, forthright and honest answers.. Along with my team, my clients are what carry me through the fast-paced, trouble-shooting and problem solving that comes with the everyday hands-on work we do.

I care. Part of my nature, part of what drives me, I believe in the advocacy and service quality that comes from caring about the lives of my clients and ensuring the reliability of their coverage. Through dedication, attention to detail and a personal challenge to always ‘raise the bar, I self reflect and wonder: ‘did I go the extra mile today?’ Being an independent insurance broker provides me the opportunity to help make a difference in the lives of my clients and the people around me.

Enthusiastic about the meaning behind financials, I tell stories from the key metrics that drive our business. From revenue creation I see growth, from renewal rates I see client satisfaction. I enjoy making sense of key performance indicators in ways that business owners and stakeholders can understand quickly and with ease.