Annie Sun
Mississauga,Canada
Summary
Persuasive Associate Insurance Advisor with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 1.5 years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Insurance Advisor
The Co-operators
11.2023 - Current
- Manage policy reviews, customer needs assessments, and insurance updates for home, auto, and life policies.
- Recognized top 10 regionally for client feedback; proactive communication and service excellence.
- Assist business development by identifying cross-sell opportunities and managing renewals.
- Coordinate with underwriting and claims to ensure operational compliance and satisfaction.
Logistics Coordinator
S&K Logistic Inc.
01.2023 - 04.2023
- Coordinated daily transport, warehouse inventory, and delivery processes for efficiency.
- Generated reports for management and solved cross-functional shipping issues.
- Maintained vendor communication and managed on-time delivery metrics.
Digital Marketing Specialist
SavvyPro Edu Inc.
05.2022 - 01.2023
- Executed digital campaigns across social media and email, increasing user engagement.
- Performed SEO audits, optimized content, and collaborated with sales for aligned messaging.
- Increased website traffic and conversions through structured strategy execution.
Founder & Social Media Marketing Lead
Independent Studio
05.2023 - Current
- Grew a personal creative business through TikTok and digital outreach.
- Managed client communications, custom orders, and logistics with high retention.
- Created content strategies adapted to evolving user preferences.
Education
Bachelor of Arts - Financial Economics, Studio Art
Western University
08.2022
Skills
- Sales and support
- Client needs analysis
- Strategic marketing management
- Microsoft office
- Time management
- Flexible and adaptable
Freelance Experience
Independent Studio, Founder & Social Media Marketing Lead, Remote, 05/23, Present, Grew a personal creative business through TikTok and digital outreach., Managed client communications, custom orders, and logistics with high retention., Created content strategies adapted to evolving user preferences.
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Certification
- OTL license
Timeline
Associate Insurance Advisor
The Co-operators
11.2023 - Current
Founder & Social Media Marketing Lead
Independent Studio
05.2023 - Current
Logistics Coordinator
S&K Logistic Inc.
01.2023 - 04.2023
Digital Marketing Specialist
SavvyPro Edu Inc.
05.2022 - 01.2023
Bachelor of Arts - Financial Economics, Studio Art
Western University
Similar Profiles
Divya SuriDivya Suri
Claims Adjuster I, Auto at The Co-operatorsClaims Adjuster I, Auto at The Co-operators
Beatriz SoaresBeatriz Soares
CLIENT SERVICE REPRESENTATIVE at THE CO-OPERATORSCLIENT SERVICE REPRESENTATIVE at THE CO-OPERATORS
SWATI KATHPALIASWATI KATHPALIA
Associate Insurance Advisor (Life and General) at The Co-operatorsAssociate Insurance Advisor (Life and General) at The Co-operators
Randeep KaurRandeep Kaur
Personal Support Worker at Caressent HomePersonal Support Worker at Caressent Home
BILAL SHEIKHBILAL SHEIKH
Cash Office Supervisor at Chalo FreshcoCash Office Supervisor at Chalo Freshco