Anna Marcok
Tecumseh,Ontario
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Renowned for exceptional communication skills and reliability, with a proven ability of exceeding company goals. Well-versed in remote work, showcasing adaptability, self-motivation, and strong virtual collaboration skills.
Overview
22
22
years of professional experience
1
1
Certificate
Work History
Life Insurance Agent
Maple Bay Financial
09.2024 - Current
- Achieved consistent sales growth by staying informed about evolving product offerings from multiple carriers and selecting optimal solutions for each client situation
- Delivered informative presentations and conducted sales operations remotely using digital communication tools to effectively engage with clients, present life insurance options, and close sales
- Consistently exceeded individual sales targets while contributing to overall team success in meeting company goals
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions
- Established trust with prospective customers by providing accurate information about available policies and transparent pricing structures
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs
- Improved sales closing ratio by refining presentation skills and addressing potential objections proactively during consultations
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs
- Adapted communication style to meet diverse needs of clients, enhancing overall engagement
- Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail
- Participated in professional development opportunities such as training sessions and meetings to stay informed on best practices within the life insurance industry
Document Control Administrator
Catalent Pharma Solutions
10.2019 - 05.2024
- Developed and managed company documents to ensure accuracy and compliance
- Edited and refined policies, procedures, and specifications to enhance clarity and effectiveness
- Conducted meticulous proofreading of master manufacturing records and instructional materials for precision and consistency
- Issued approved temporary specifications to manufacturing teams to facilitate seamless production processes
- Expedited approval workflows by automating routing processes for key documents requiring review or sign-off from multiple stakeholders
- Produced comprehensive bills of materials for pharmaceutical products, optimizing inventory management and production efficiency
- Fostered collaboration within cross-functional teams to achieve timely project completion and meet organizational objectives
- Implemented and maintained an organized system to track and manage task deadlines, ensuring efficient workflow management and project success
- Engaged in consistent remote work arrangements, ensuring seamless collaboration and productivity while away from the traditional office setting
Temporary Office Assistant
Haliburton School Of Art + Design
05.2016 - 09.2016
- Skillfully organized and managed records and archives to ensure efficient operations
- Ensured regulatory compliance by updating safety procedure manuals and adhering to established protocols
- Edited artist biographies to enhance presentation quality at art shows, demonstrating attention to detail and creativity
- Conducted thorough research to establish a comprehensive database of design materials, facilitating informed decision-making
- Provided valuable clerical and support assistance at the college library, contributing to the smooth functioning of academic operations
- Offered comprehensive support to students and staff, fostering a conducive learning environment
- Delivered informative tours to prospective students, enhancing recruitment efforts and promoting program awareness
- Advocated for the class of 2016 during the Integrated Design annual curriculum review, ensuring students voices were heard and considered
- Cultivated meaningful connections within the artist community on behalf of the college, fostering collaboration and enhancing outreach efforts
Accounts Payable Manager
Windsor Beauty & Esthetics Supply
01.2003 - 07.2013
- Managed accounts payable processes, maintaining accuracy and timelines in financial transactions
- Cultivated and maintained strong relationships with vendors and clients, fostering collaboration and achieving favorable terms
- Developed, organized and updated records across multiple platforms, ensuring data integrity and accessibility
- Generated purchase orders within allocated budgets and efficiently managed inventory to meet organizational needs
- Oversaw annual inventory reconciliations, ensuring accuracy and compliance with established procedures
- Prepared documentation for international shipments, liaising with vendors to facilitate smooth logistics operations
- Proofread bimonthly sales magazine to guarantee error-free publication and uphold brand standards
- Assisted in coordinating meetings and promotional events, contributing to successful event execution
- Processed point-of-sale transactions and provided exemplary customer support, enhancing overall customer satisfaction and retention
Education
Integrated Design Diploma -
Haliburton School of Art + Design
Haliburton, Ontario12.2016
Ecosystem Management Diploma -
Fleming College of Environmental & Natural Sciences
Lindsay, Ontario04.2015
Skills
- Insurance Sales Expertise
- Client Needs Analysis
- Client Service
- Relationship Building
- Sales Presentations
- Persuasive Negotiation
- Underwriting Knowledge
- Organizational Skills
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
- FSRA Life Insurance and A&S Insurance Agent Licence 07/2024
- Intuit Assests in Accounting 09/2023
- Intuit Bookkeeping Basics 09/2023
- Google Project Management 08/2023
Timeline
Life Insurance Agent
Maple Bay Financial
09.2024 - Current
Document Control Administrator
Catalent Pharma Solutions
10.2019 - 05.2024
Temporary Office Assistant
Haliburton School Of Art + Design
05.2016 - 09.2016
Accounts Payable Manager
Windsor Beauty & Esthetics Supply
01.2003 - 07.2013
Integrated Design Diploma -
Haliburton School of Art + Design
Ecosystem Management Diploma -
Fleming College of Environmental & Natural Sciences
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