Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Languages
Timeline
Generic

Alexsandra Bueno

Ottawa,ON

Summary

Insurance professional with over 20 years of experience across the entire sales cycle, from lead generation to policy issuance and management. Extensive expertise in personal lines insurance and a strong background in commercial life, health, and dental insurance. Successfully managed a portfolio of approximately 100 insurance brokers, providing both technical and commercial support through regular client visits and business development initiatives. Held responsibility for key international broker accounts operating in Brazil, including AON, Marsh McLennan, and Willis Towers Watson. Played a leading role in acquiring major corporate accounts such as Volkswagen, Ford, Renault, Bayer Schering Pharma, and Continental Tires. Proven track record of improving client retention and enhancing operational efficiency in previous roles.

Overview

25
25
years of professional experience
1
1
Certification

Work History

RIBO Licensed Insurance Broker

Billyard Insurance Group
Ottawa, Ontario
05.2022 - Current
  • Managed a $2.3M revenue-generating portfolio as a licensed broker, demonstrating strong self-management and goal-driven strategies.
  • Led end-to-end sales processes including lead generation, policy issuance, and resolution of underwriting issues with major insurance carriers.
  • Delivered tailored insurance solutions based on client needs, ensuring portfolio growth and high client retention.
  • Developed and executed targeted marketing strategies to expand business within key markets.
  • Prepared comprehensive proposals detailing coverage options, cost estimates, and policy benefits for prospective clients.
  • Cultivated relationships through networking events and professional referrals, driving consistent business development.
  • Provided responsive and effective client service, addressing inquiries and concerns to ensure satisfaction and long-term loyalty.
  • Maintained full regulatory compliance and upheld the highest ethical standards in all client interactions.
  • Researched insurance and investment products to make informed, strategic recommendations to clients.
  • Consistently exceeded quarterly sales and retention targets by leveraging a consultative, relationship-focused sales approach.
  • Assisted clients through the claims process, ensuring a smooth and supportive experience from start to resolution.

Insurance Customer Service Representative

TD Bank
DIEPPE, NB
01.2021 - 04.2022
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Responded to queries, solved or referred problems and followed up with clients to increase satisfaction.
  • Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
  • Provided customer service and issue resolution to increase QA satisfaction levels.
  • Consistently met service team sales targets and call handling quotas consistently.

Insurance Account Representative

ASHISH KALIA AGENT – DESJARDINS INSURANCE
Toronto
10.2019 - 11.2020

Develop sales leads, establishing partnerships with Dealerships throughout Toronto and region;

Elaboration of quotation for car, home, tenants, commercial and life insurance, including telephone and face-to-face answering questions about availability, eligibility, coverage, policy changes, transfers, submission of complaints and clarification on collection;

Schedule appointments, identify customer needs and market appropriate products and services;

Achieved high sales percentage with consultative, value-focused customer service approach;

Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges in order to provide speedy and accurate service to each customer. Managed scheduling for staff, monitoring resource allocation to provide optimal coverage and service.

Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and presentations.

Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.

Sales Manager

UNITEDHEALTH GROUP - BRAZIL
SAO PAULO , BRAZIL
01.2003 - 10.2017

As a Commercial Manager, I was responsible for managing a portfolio of approximately 100 insurance brokers, reporting directly to the Commercial Vice Presidency. My role included providing technical support on insurance products, conducting market and segment analyses, evaluating per capita benefit costs, and negotiating pricing and discounts in collaboration with senior leadership. I conducted prospecting meetings across Brazil to support brokers in expanding their client base and closing deals.

In addition, I oversaw and monitored multiple sales channels, coordinated the internal commercial team, and led training programs for external sales teams.

I was also responsible for developing sales materials and contributing to strategic business planning, ensuring alignment with corporate goals and market demands.

Sales Assistant

SUL AMÉRICA INSURANCE COMPANY - BRAZIL
SAO PAULO, BRAZIL
04.2000 - 12.2003
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Offered policy guidance and management to promote asset protection.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.

Education

Post- Graduate Certificate - Marketing Management & Personal Sales

Lambton College
TORONTO
04.2020

Post Graduate Program - Business Administration

University Presbiteriana Mackenzie
São Paulo – Brazil
12.2008

Bachelor in Social Communication - Public Relations

University Of Santo Amaro
São Paulo Brazil
12.2006

Skills

  • Lead generation
  • Sales forecasting
  • Negotiation skills
  • Sales strategy development
  • Decision-making capacity
  • Strong negotiation skills
  • Underwriting expertise
  • Regulatory compliance
  • Professional demeanor
  • Analytical skills
  • Insurance eligibility

Additional Information

General Insurance License

CIP Designation and LLQP License- In progress

Insurance Institute of Canada - Underwriting C1

Certification

  • RIBO License
  • FCNB - General Licensed Insurance Broker

Languages

Portuguese
Native/ Bilingual

Timeline

RIBO Licensed Insurance Broker

Billyard Insurance Group
05.2022 - Current

Insurance Customer Service Representative

TD Bank
01.2021 - 04.2022

Insurance Account Representative

ASHISH KALIA AGENT – DESJARDINS INSURANCE
10.2019 - 11.2020

Sales Manager

UNITEDHEALTH GROUP - BRAZIL
01.2003 - 10.2017

Sales Assistant

SUL AMÉRICA INSURANCE COMPANY - BRAZIL
04.2000 - 12.2003

Post- Graduate Certificate - Marketing Management & Personal Sales

Lambton College

Post Graduate Program - Business Administration

University Presbiteriana Mackenzie

Bachelor in Social Communication - Public Relations

University Of Santo Amaro
Alexsandra Bueno