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“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Joining RPS as an intern in 2015, a year later Kaitlin MacGillivray became a commercial lines underwriting assistant before becoming an underwriter/broker in 2019, where she has thrived since.
“I am thankful to have gotten a start prior to Covid, as the next couple of years were challenging for a new production underwriter not being able to go on agency visits and network in a traditional manner,” says MacGillivray.
Despite this, she was able to grow her book of business to over $1 million in revenue, with a year-over-year growth of 31.4 percent in 2023.
The biggest challenge she faces currently is balancing her time between investing in her team and mentoring new talent, while also maintaining relationships with agents and being available for them whenever they need her.
“This is a relationship business – both with your clients and with your team and support structure. I strive to be as available for my team as I am for my clients, as I believe that is the best bet for long-term success,” she comments.
Honing her organizational and efficiency skills are key to success.
“When underwriting and handling small business accounts, not only do you need to be an expert in the lines of business you are quoting, but you also need to be able to operate within time constraints set forth by clients. This means seamless communication and the ability to stay organized while working many accounts throughout a day,” she says.
Coming into the firm as an intern, McGillivray saw the importance of seizing opportunities.
She says, “Taking advantage of networking opportunities is important throughout your career, but I believe it is especially important early on. For those entering the industry right out of college, this is your opportunity to set yourself apart from other recent grads and establish yourself as a driven and motivated individual. I meet as many people as I can and work hard to build relationships with both peers and leaders in the industry.”
She believes it’s also important to actively listen and be curious.
“I strive to never ask the same question more than once. If someone has taken the time out of their day to invest in me by answering questions or giving advice, I don’t ever want them to feel like it wasn’t worth their time,” reveals MacGillivray.
“Being new in the industry provides you with such a broad bandwidth for asking questions and taking opportunities to learn, it is up to you to take advantage of it. I wouldn’t be where I’m at today without the mentors I’ve had along the way. Having leaders who are engaged and invested in my own growth inspires the way that I strive to invest in new talent as well.”
Being a resource to both clients and her team is very important.
“The best way I’ve found to stay motivated in my role and not get lost in the day-to-day shuffle is by setting short-term goals for myself in addition to the long-term ones. Short-term accomplishments keep my competitive spirit thriving and working toward those bigger long-term career goals,” she says.
3655 N Point Pkwy Suite 600, Alpharetta, GA 30005
866 595 8413
RPS.Marcomm@RPSins.com
linkedin.com/in/kaitlindupuy
RPSins.com
Kaitlin MacGillivray
Underwriter/Broker
Risk Placement Services
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2015
2016
2019–2024
2017–2019
2020–present
Joined RPS as an intern
2015
Hired full-time by RPS
2016
2019: Promoted to Underwriter/Broker at RPS
2022: Won an RPS “Rising Star” award
2019, 2020, 2021, 2022, 2024: Invited to RPS Top Performers event
2019–
2024
Midwest Insurance Company
2017–
2019
Vice President at Newfront Insurance
2020: WorkCompCentral Comp Laude Nominee
2021, 2022, and 2023: Newfront Stars Award Winner
2022: Leukemia Lymphoma Society “Man of Year” Candidate
2020–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Milestones
ELITE WOMEN 2024 JUDGE