Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Cross-sold insurance products to existing clients to reach sales targets.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Prepared and reviewed insurance applications to verify compliance with regulations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Mentored junior agents, sharing industry insights and best practices for success in the field.
Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
Utilized CRM software to manage client relationships.
Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Streamlined administrative tasks, improving overall office efficiency and productivity.
Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
Implemented client feedback system to gather insights and improve service delivery continuously.
Streamlined application processing, significantly reducing wait times for policy approvals and client satisfaction.
Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
Achieved top salesperson status by consistently exceeding sales targets through effective client relationship management.
Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
Negotiated with service providers to offer exclusive deals for clients, adding value to their policies.
Conducted comprehensive market research to stay ahead of industry trends, ensuring clients received most up-to-date policy advice.
Spearheaded digital marketing campaign that increased online inquiries and sales conversions.
Enhanced client portfolio value by recommending personalized insurance solutions based on individual risk assessments.
Boosted sales team morale and performance by leading informative training sessions on new products and sales techniques.
Facilitated smooth claim processes for clients, ensuring they received prompt and fair settlements.
Fostered team-oriented environment that encouraged collaboration and shared success among agents.
Developed referral program that increased client base through satisfied customer recommendations.
Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
Streamlined renewal process, making it easier for clients to update and maintain their policies.
Collaborated with underwriters to negotiate terms that met clients' needs while maintaining company profitability.
Increased market share by identifying and targeting underserved demographics with tailored insurance products.
Organized community outreach programs to raise awareness about importance of insurance, generating new leads.
Analyzed claim patterns to recommend policy adjustments, reducing risk and preventing future losses.
Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
Educated clients on insurance policies and procedures.
Met with customers to provide information about available products and policies.
Analyzed customer needs to provide customized insurance solutions.
Analyzed risk factors to recommend appropriate coverage levels.
Calculated premiums and established payment methods for sales.
Generated leads through cold-calling, networking and other outreach methods.
Finalized sales and collected necessary deposits.
Collected premiums on or before effective date of coverage.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Conducted annual reviews of existing policies to update information.
Researched and identified potential new markets.
Identified and solicited sales prospects in agency databases.
Monitored customer feedback and identified areas of improvement.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Negotiated contracts and terms of sale with potential customers.
Developed and implemented promotional strategies to increase customer base.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Evaluated competitors' products and services to gain competitive advantage.
Conducted research and identified market trends to develop better strategies for sales.
Designed presentations and marketing materials to promote insurance products.
Personal Support Worker
The Corporation of the City of Kingston
01.2014 - Current
Assisted clients with daily living activities, promoting independence and wellbeing.
Assisted clients in maintaining personal hygiene through bathing, grooming, and dressing tasks.
Maintained accurate records of patient care, progress, and concerns, contributing to effective communication among healthcare team members.
Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
Assisted clients with daily living needs to maintain self-esteem and general wellness.
Enhanced patient comfort by providing compassionate and attentive personal care.
Monitored patient health status regularly, reporting any changes to the appropriate medical staff.
Conducted light housekeeping duties to maintain a clean and comfortable living space for patients.
Turned and positioned bedbound patients to prevent bedsores and maintain comfort levels.
Developed trust-based relationships with clients through active listening and empathetic communication skills.
Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
Provided safe mobility support to help patients move around personal and public spaces.
Promoted continuity of care by communicating effectively with other Personal Support Workers during shift changes or handoffs.
Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
Facilitated mobility assistance for patients requiring help with transfers or ambulation.
Utilized adaptive equipment appropriately when assisting clients with mobility-related tasks or exercises.
Built strong relationships with clients to deliver emotional support and companionship.
Documented vitals, behaviors, and medications in client medical records.
Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
Recognized and reported abnormalities or changes in patients' health status to case manager.
Implemented strategies for managing challenging behaviors in dementia patients, creating a safe environment for all involved.
Supported meal planning and preparation according to dietary restrictions or preferences of the client.
Assisted with daily living activities, running errands, and household chores.
Provided emotional support to patients and their families during difficult times, fostering positive relationships.
Collaborated with healthcare professionals to develop customized care plans for individual patients.
Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
Administered medications as prescribed, ensuring proper dosage and adherence to schedules.
Trained and coordinated work of new support workers.
Participated in ongoing professional development opportunities to stay current on industry trends and best practices in personal support work.
Consulted with supervisors to assess cases and plan strategies for enhancing care.
Advocated for client rights while navigating various healthcare systems settings.
Educated family members on best practices for supporting their loved one''s needs at home.
Assisted patients with self-administered medications.
Monitored client vital signs, administered medications, and tracked behaviors to keep healthcare supervisor well-informed.
Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
Transported individuals to events and activities, medical appointments, and shopping trips.
Changed dressings, bandages, and binders to maintain proper healing and sanitary measures.
Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming.
Assisted patients with bathing, grooming, dressing, and oral hygiene care both in private residences and facilities.
Laundered items, changed sheets and made bed to keep patients' bedroom clean.
Monitored clients' overall health and well-being and noted significant changes.
Recorded status and duties completed in logbooks for management.
Provided compassionate and patient-focused care to cultivate well-being.
Entrusted to handle confidential and sensitive situations in professional matter.
Identified needs and coordinated plans for travel and out-of-town functions.
Provided staff coaching, mentoring, and consultation to enhance performance and professional development.
Liaised with key accounts to deliver targeted administrative household support.
Handled incoming mail, bills and invoices and completed appropriate actions.
Scheduled daily and weekly care hours for client caseload.
Maintained entire family's schedule and organized events.
Implemented physical therapy to support patient improvement in muscle tone, range of motion and injury recovery.
Recorded patients' pulse, blood pressure and respirations (TPRs) to assess and document important health information.
Replaced bandages, dressings, and binders to care for wounds and encourage healing.
Transported clients to and from medical appointments with safety and efficiency.
Maintained strong connections within caregiver community to gain continuous knowledge.
Built and maintained rapport with clients and family members to facilitate trusting caregiver relationship.
Completed regular check-ins and progress report for each client.
Cooked meals and assisted patients with eating tasks to support healthy nutrition.
Guided patients to restroom to support bladder and bowel relief requirements.
Personal Support Worker
Providence Care Hospital
03.2012 - 07.2014
Nursing Student
Personal Support Worker S
Omni Health
03.2004 - 07.2012
Assisted clients with daily living needs to maintain self-esteem and general wellness.
Assisted clients with daily living activities, promoting independence and wellbeing.
Assisted clients in maintaining personal hygiene through bathing, grooming, and dressing tasks.
Maintained accurate records of patient care, progress, and concerns, contributing to effective communication among healthcare team members.
Education
Insurance Agent - General Insurance And Risk Management of Technology
Durham College
Oshawa, ON
06.2013
Timeline
Registered Insurance Agent
Primerica
01.2020 - Current
Personal Support Worker
The Corporation of the City of Kingston
01.2014 - Current
Personal Support Worker
Providence Care Hospital
03.2012 - 07.2014
Personal Support Worker S
Omni Health
03.2004 - 07.2012
Insurance Agent - General Insurance And Risk Management of Technology