Alexandra Roy
Strathadam,NB
Summary
Professional with many years of experience as a financial security advisor, combined with a solid background in the insurance field and a strong ability to acquire new knowledge. Able to both work in a team and function independently, I have a strong sense of organization and proven skills in personal and group insurance.
Overview
5
5
years of professional experience
Work History
Financial Security Advisor
SFL Wealth Management
Miramichi
10.2022 - Current
- Developed insurance policies and programs to meet customer needs.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Collaborated closely with other departments within the organization to ensure smooth operations.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Negotiated with underwriters to secure favorable terms on behalf of clients.
- Utilized industry software tools such as rating engines and quoting systems.
Financial Security Advisor
La Capitale
Miramichi
08.2021 - 10.2022
- Developed insurance policies and programs to meet customer needs.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Collaborated closely with other departments within the organization to ensure smooth operations.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Negotiated with underwriters to secure favorable terms on behalf of clients.
- Utilized industry software tools such as rating engines and quoting systems.
Customer Service Representative
Canadian Dealer Lease Services
Toronto
10.2020 - 06.2022
- Answered customer inquiries and provided accurate information regarding products and services.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Developed positive relationships with customers through friendly interactions.
Customer Service Representative
UNI Financial Cooperation
Bathurst
08.2020 - 10.2020
- Maintained records of customer accounts including transactions and balances.
- Provided excellent customer service by responding promptly to requests or inquiries.
- Checked customers' identification when necessary in compliance with anti-money laundering regulations.
- Provided account information and answered customer inquiries in a timely manner.
- Received telephone calls from customers regarding their accounts or services provided by the bank.
- Informed customers about new products or services available through the bank.
- Explained banking procedures and regulations to customers accurately.
- Resolved customer complaints or escalated them to the appropriate personnel as needed.
Teller
UNI Financial Cooperation
Shediac
11.2018 - 08.2020
- Continuously updated knowledge about banking products, services, policies and regulations.
- Explained the features of various banking products available to customers.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Answered customer inquiries regarding bank products and services.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Provided exceptional customer service while accurately processing routine transactions.
Education
LLQP -
FCNB
New Brunswick08-2020
Bachelor of Arts - French Studies & Psychology
University of Moncton
Moncton06-2018
High School Diploma -
École Secondaire Népisiguit
Bathurst, NB06-2012
Skills
- Insurance knowledge
- Pipeline Management
- Client Relations
- Sales expertise
- Leads Prospecting
- CRM Software
- Customer follow-up
- Policy Knowledge
Languages
English
Full Professional
French
Native/ Bilingual
Timeline
Financial Security Advisor
SFL Wealth Management
10.2022 - Current
Financial Security Advisor
La Capitale
08.2021 - 10.2022
Customer Service Representative
Canadian Dealer Lease Services
10.2020 - 06.2022
Customer Service Representative
UNI Financial Cooperation
08.2020 - 10.2020
Teller
UNI Financial Cooperation
11.2018 - 08.2020
LLQP -
FCNB
Bachelor of Arts - French Studies & Psychology
University of Moncton
High School Diploma -
École Secondaire Népisiguit
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