Maegan Mann

Personal Insurance Advisor at Brokerlink @BrokerLink

Ottawa, ON, CA

Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct retention calls and process renewals -Selling new policies/writing new business to existing or new clients, retaining existing book of business -Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients -Contacting Underwriters and Adjusters to discuss guidelines and policy -Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals -Keeping current on underwriting rules and workflow processes -Actively participate in training initiatives -Participate in community marketing initiatives

Almonte and District High School

High School Diploma

St. Lawrence College

Diploma, Fitness and Health Promotion