MBMike B
@mikeb1
Experienced insurance broker passionate about customer service and sales.
ZimbabweWhat I'm looking for
I am a dedicated insurance professional with extensive experience in the financial industry, particularly in sales and account management. My journey began with The Co-operators, where I excelled as a Financial and Insurance Advisor, helping clients navigate their insurance needs while exceeding annual premium goals. My commitment to client education and service earned me recognition as a top-tier advisor, and I developed a strong foundation in both personal and commercial insurance.
Throughout my career, I have embraced opportunities to grow and adapt, transitioning from mortgage brokerage back to insurance, where I believe my strengths lie. My roles at Hub International and A-ha Insurance have further honed my skills in managing client relationships and ensuring their needs are met effectively. I am passionate about leveraging my skills in a sales/service/account manager role within the Fintech or Digital Marketing sectors, where I can continue to provide exceptional service and drive business growth.
Experience
Work history, roles, and key accomplishments
Insurance Broker
OTIP Insurance Broker
Oct 2024 - Jan 2025 (3 months)
Managed inbound sales for the teachers union of Ontario, following up on leads and actioning calls in the queue. Gained invaluable experience with EPIC, ARS, and Salesforce software platforms.
Insurance Broker
A-ha Insurance
May 2024 - Jul 2024 (2 months)
Oversaw renewals for personal lines clients, contacting them to find alternative carriers. Managed thousands of clients and maintained an organized schedule.
Personal Lines Account Manager
Hub International
Nov 2022 - Nov 2023 (1 year)
Managed a book of approximately 1,000 clients for home and auto insurance needs, reviewing policies and identifying potential exposures. Processed claims, payments, and endorsements daily.
Mobile Mortgage Broker
True North Mortgage
Sep 2021 - Mar 2022 (6 months)
Expanded a book of business by following up with leads and proactively prospecting new clients. Collaborated with a referral team of financial planners, accountants, and realtors to grow businesses effectively.
Financial Services and Insurance Advisor
The Co-operators
Nov 2013 - Sep 2019 (5 years 10 months)
Arranged appointments with current and prospective clients to introduce them to insurance products and investment goals. Completed extensive training in National Foundations of Life Insurance and Auto/Home Insurance, obtaining OTL and LLQP licenses.
Education
Degrees, certifications, and relevant coursework
Fanshawe College
Diploma, Business Foundations and Business Insurance
Completed a diploma in Business Foundations and Business Insurance. Acquired foundational knowledge in business principles and insurance practices.
St. Clair College
Diploma, Police Foundations
Obtained a diploma in Police Foundations. Developed an understanding of law enforcement principles and practices.
Tech stack
Software and tools used professionally
Availability
Location
ZimbabweAuthorized to work in
Job categories
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