Summary
Overview
Work History
Education
Skills
Languages
Certification
Extracurricular Activities
Timeline
Generic

Anna Fernandes

Toronto,ON

Summary

A strategic and service-oriented individual looking to leverage my strong financial analysis skills to contribute to the growth and success of a leading financial institution.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Insurance Sales Consultant

Neilson Financial Services
11.2023 - Current
  • Created customized reports detailing policy features, premium pricing, and coverage comparisons for prospective clients.
  • Increased cross-selling opportunities by identifying gaps in clients'' existing coverage and offering comprehensive solutions to meet their insurance needs.
  • Developed lasting relationships with clients by delivering positive customer service by ensuring all transactions and documentation complied with regulatory requirements and company policies.
  • Educated prospective customers about the benefits of various insurance types during phone conversations for informed decision-making processes.

Lending Specialist

Fairstone Financial
10.2022 - Current
  • Providing best in-class customer service to current and prospective clients
  • Helping customers feel understood and relieved to have found a financial solution
  • Responding promptly to all customer applications/inquiries
  • Soliciting for new and renewal business to generate sales leads, in-person and over the phone
  • Gathering necessary information during the loan application process to provide the best lending solution to each customer
  • Managing overdue accounts by being solution-driven and treating each customer with respect and empathy
  • Doing other administrative tasks like taking payments, setting up new customer accounts, asset sales and completing loan closing paperwork.

Guest Services Agent

Courtyard and Towneplace Suites
03.2022 - 05.2023
  • Perform check-in and check-out procedures as per hotel standards
  • Process all payments according to hotel requirements and provide assistance to all guests
  • Answer phone calls and provide resolution to guests efficiently
  • Anticipate guest needs promptly and acknowledge all guests
  • Complete all cash handling procedures.

Internship in Sales

Holiday Inn Express Downtown
01.2022 - 04.2022
  • Working as a sales coordinator handling amenities for clients
  • Handling social media accounts for the hotel
  • Creating flyer for hotel sales purposes
  • Working on opera to create group blocks and room listing
  • Occasionally helping Front Desk department with quarantine meals for guests, invoices, etc.

Front of House Staff at a restaurant

Leela Indian Food and Bar
03.2021 - 2022
  • Dealing with customers as in taking orders, discussing the food menu, giving recommendations and serving dishes
  • Handling and Packaging food items for take-outs
  • Maintaining good hygiene and cleanliness in the front area of the restaurant
  • Point of contact between the customers and the kitchen staff
  • Ordering, receiving and managing inventory each week.

Customer Service Executive

Amex
05.2020 - 12.2020
  • Assisting customers with their usage on their card and processing payments by phone for the card members
  • Promoting and upselling of credit cards for Amex
  • Educating customers about the benefits and features of different credits cards.

Front Desk Agent

Trident Bandra Kurla
07.2019 - 03.2020
  • Making reservations for guests
  • Greet guests as per hotel standards
  • Conduct guest check-ins
  • Lay-off due to Covid-19.

Internship in Mice Department

Thomas Cook
03.2019 - 06.2019
  • Checking all the documents for the visa application for the clients travelling to Germany
  • Booking hotel rooms for the clients who were travelling
  • Filling Visa forms for the clients
  • Interacting with clients and making sure all the visa documents have been received and submitted
  • Preparing excel sheets and keeping a track of the documents received by the clients
  • Issuing travel insurance for the clients
  • Preparing dockets for clients which included a copy of their travel insurance and baggage tags.

Education

Hotel Operations Management Programme (Diploma) -

George Brown College
Toronto, ON
04.2022

Bachelor of Vocation Travel and Tourism Program -

06.2019

Skills

  • Outgoing and likable personality
  • Ability to communicate with people from different background shown in various customer service roles
  • Very punctual and organized person
  • Able to work on my own initiative and as part of the team
  • Able to work under pressure and multi-task when required
  • Negotiation and conflict resolution experience
  • Capable of using Microsoft Word, Microsoft Excel, Power Points, with other Internet application

Languages

English
Full Professional

Certification

  • Smart serve, 03/01/21, ON
  • Sanitation, 03/01/21, ON
  • Harmonized Life License Qualification Program, 04/01/23, ON

Extracurricular Activities

Worked as a marketing volunteer for the Malhaar event in St. Xaviers College. Worked as a marketing volunteer for a fundraiser event in St. Xaviers College. Worked as a Convener for Marketing for Technomad.

Timeline

Insurance Sales Consultant

Neilson Financial Services
11.2023 - Current

Lending Specialist

Fairstone Financial
10.2022 - Current

Guest Services Agent

Courtyard and Towneplace Suites
03.2022 - 05.2023

Internship in Sales

Holiday Inn Express Downtown
01.2022 - 04.2022

Front of House Staff at a restaurant

Leela Indian Food and Bar
03.2021 - 2022

Customer Service Executive

Amex
05.2020 - 12.2020

Front Desk Agent

Trident Bandra Kurla
07.2019 - 03.2020

Internship in Mice Department

Thomas Cook
03.2019 - 06.2019

Hotel Operations Management Programme (Diploma) -

George Brown College

Bachelor of Vocation Travel and Tourism Program -

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