Alicia Hickey
Caledon,ON
Summary
Accomplished Portfolio Manager with a proven track record at FIRST Insurance Funding Canada, adept in client relationship management and portfolio construction. Excelled in fostering client loyalty through strategic portfolio adjustments and efficient communication. Skilled in contract and quote negotiation and client service, significantly enhancing client satisfaction and team performance.
Overview
15
15
years of professional experience
Work History
Portfolio Manager
FIRST Insurance Funding Canada
11.2016 - 11.2021
- Facilitated portfolio performance review and implemented new strategies.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
- Managed portfolios, ensuring proper alignment with client objectives.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Advocated for and incorporated client feedback into service improvement initiatives, leading to enhanced client loyalty and satisfaction.
- Fostered strong relationships with clients by regularly updating them on portfolio progress and changes.
Inside Sales Manager
Macquarie Premium Finance
03.2007 - 10.2016
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Liaised with clients via email or phone to identify and address needs, growing existing accounts .
- Updated accounts and maintained long-term relationships with clients.
- Trained new inside sales representatives, resulting in improved team performance and increased sales results.
- Provided quotes to clients
Education
Associate of Arts - Film And Video Production
Toronto Film School
Toronto, ONSkills
- Client relations
- Client relationship management
- Client interfacing
- Portfolio construction
- Due diligence
- Contract negotiation
- Structured products
Languages
English
Native or Bilingual
Interests
- Currently enrolled in the Canadian Photography School, working towards my professional photography certificate
- Avid Reader
- Gym Workouts
Timeline
Portfolio Manager
FIRST Insurance Funding Canada
11.2016 - 11.2021
Inside Sales Manager
Macquarie Premium Finance
03.2007 - 10.2016
Associate of Arts - Film And Video Production
Toronto Film School
Similar Profiles
Sarah WalshSarah Walsh
Technology Solutions Consultant at FIRST Insurance Funding of CanadaTechnology Solutions Consultant at FIRST Insurance Funding of Canada
Ciara MulhallCiara Mulhall
Learning and Development Manager at First Insurance Funding of CanadaLearning and Development Manager at First Insurance Funding of Canada
Sarah WalshSarah Walsh
Technology Solutions Consultant at FIRST Insurance Funding Of CanadaTechnology Solutions Consultant at FIRST Insurance Funding Of Canada