Alexis Avery
Saint John,NB
Summary
Professional General Insurance Agent with TD Insurance, adept at delivering exceptional customer service and developing tailored insurance solutions. Proven expertise in problem-solving and time management, consistently achieving high customer satisfaction. Recognized for mentoring team members and enhancing operational efficiency through effective leadership and industry awareness.
Overview
12
12
years of professional experience
1
1
Certification
Work History
General Insurance Agent
TD Insurance
Saint John, New Brunswick
10.2021 - Current
- Responded to customer inquiries and problems to promote great service.
- Developed appropriate quotes based on risk information.
- Assessed customer needs and recommended suitable insurance policies accordingly.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Prepared proposals for prospective clients detailing coverage terms, premiums, and benefits.
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Associate Manager
No Frills
Saint John, New Brunswick
01.2019 - 10.2021
- Assigned work and monitored performance of project personnel.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Maintained accurate records of employee attendance and payroll information.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Reviewed completed work to verify consistency, quality, and conformance.
- Prioritized and delegated tasks for efficient completion within team environment.
- Facilitated the development of staff by providing training, coaching, and feedback.
- Oversaw inventory levels, making adjustments as needed based on sales trends.
- Developed and implemented strategies to ensure cost-efficient operations.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
Bookkeeper/Front End Manager
No Frills
Marystown, NL
08.2015 - 01.2019
- Utilized accounting software to streamline bookkeeping processes, increasing efficiency.
- Put together schedule for floor staff according to skill sets and coverage needs.
- Emphasized customer service excellence through ongoing training of front-line team members to improve customer service ratings.
- Answered phones to respond to customer inquiries and transferred calls to appropriate staff members.
- Delegated work to employees based on shift requirements, individual strengths and unique training.
- Created and directed robust training and mentoring strategies.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Led employee performance evaluations and rewarded top performers to retain quality personnel.
- Performed month-end closing activities.
- Prepared accurate financial reports each month by collecting, analyzing, and summarizing account information.
- Reconciled vendor statements to assist in monthly closings.
- Calculated and produced checks for utilities, taxes and other operational payments.
- Handled sensitive financial information with confidentiality and integrity.
- Entered deposits, credit card charges and sales entries to facilitate cash management.
- Processed payroll for employees, including calculating wages, deductions, and issuing payments.
Meat Department Manager
No Frills
Marystown, NL
03.2013 - 08.2015
- Conducted regular meetings with staff to discuss goals, objectives, and progress towards meeting those goals.
- Coached team members on equipment safety, food handling and merchandising techniques.
- Monitored inventory usage, placed supply orders, and oversaw stocking of new goods.
- Supervised staff performance to ensure quality products were delivered consistently to customers.
- Delegated work to staff, setting priorities and goals.
- Managed daily operations of the Meat Department, including staffing and scheduling.
- Worked closely with other departments within the store to ensure smooth operation.
Education
GED -
GED Learning Centre
Saint John, NB08-2021
Skills
- Customer service
- Regulatory compliance
- Sales techniques
- Problem solving
- Time management
- Team building
- Conflict resolution
- Industry awareness
Affiliations
- Gym
- Automotive Repair
- Camping
Accomplishments
- 2023 All Star
- Promotion to Senior Flex Insurance Agent
Certification
- Valid Class 5 Driver's License
- Valid CPR Course
- Licensed to sell Insurance in all provinces and territories across Canada
- Level 2 Alberta
- C130
- C131
References
References available upon request.
Timeline
General Insurance Agent
TD Insurance
10.2021 - Current
Associate Manager
No Frills
01.2019 - 10.2021
Bookkeeper/Front End Manager
No Frills
08.2015 - 01.2019
Meat Department Manager
No Frills
03.2013 - 08.2015
GED -
GED Learning Centre
Similar Profiles
ANNUSHRI THAKKARANNUSHRI THAKKAR
Insurance Advisor at TD InsuranceInsurance Advisor at TD Insurance
Sandeep KaurSandeep Kaur
Insurance Advisor at TD InsuranceInsurance Advisor at TD Insurance
Ezoua Paul-Emile BekroEzoua Paul-Emile Bekro
Bilingual Insurance Advisor at TD InsuranceBilingual Insurance Advisor at TD Insurance