Anthony Babb

• Developed and maintained relationships with clients to enhance satisfaction and retention
• Educated clients on responsible credit usage, promoting long-term financial stability and success.
• Provided exceptional customer service by promptly addressing inquiries or concerns resulting in enhanced customer satisfaction.
• Guide clients through the process of being approved for disability tax credits
• Providing clients the opportunity to reinvest the funds we earn for their children with RDSP options.

• Conducted primary and secondary research to better understand customer needs and behaviors.
• Researched and evaluated potential new markets.
• Worked closely with the sales and marketing team to effectively communicated product benefits and features to potential clients.
• Provided exceptional customer service by addressing client concerns promptly and professionally.

RCMP Protect B certification for Police, Provincial and Federal services

RCMP Protect B certification for VIP clients

Account management

Emergency assistance Medical evaluations

Urgent client support

Service levels Handle time

Client management

Evaluated customers for signs of ongoing medical concerns and escalated issues to management.

• Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
• Delivered friendly service and offered expert support in every interaction.
• Established trusting relationships with clients by maintaining open lines of communication throughout the entire representation process.
• Managed complex caseloads with diligence, prioritizing tasks to ensure timely resolution of cases.
• Achieved Record for most sales in a day.
• Record for sales set in a month.
• Created sales structures

• Identifying new business opportunities and cultivating strong relationships with key decisionmakers.
• Reached out to potential customers via telephone, email, and in-person inquiries.
• Collaborated closely with marketing teams to develop targeted campaigns that generated high-quality leads for the sales pipeline.