Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Brittany Stauffer

Kitchener,ON

Summary

Proactive Life and Living Benefits Advisor with expertise in client consultations, policy recommendations, and customer service. Demonstrated skills in understanding client needs, providing advice and implementing recommendations on various insurance products. Enjoy engaging, developing, and maintaining relationships with people and building strong long lasting client relationships. Strong communicator with a growth mindset, dedicated to advancing career and continuous learning.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Life and Living Benefits Advisor Cef

Globe Life
03.2022 - 07.2024
  • Inbound and outbound calls to 100 plus leads per week to set appointments for virtual meetings.
  • Client consultations and policy recommendations to members of unions and working families that request insurance.
  • Service and sell, life and health benefit solutions - including new and existing policyholders.
  • Demonstrate and to continue to develop expertise in understanding Client needs in life, critical illness, disability, life and group benefits.
  • Meet and exceed weekly sales targets.
  • Complete necessary compliance documentation and reports.
  • Prepared and reviewed Insurance applications and policy documents.
  • Handle sensitive issues to ensure customer satisfaction and maintain confidentiality of private personal information.

· Gained hands-on experience in understanding client needs and matching them with appropriate insurance solutions.

Personal Support Worker

Region Of Waterloo Public Health
09.2018 - 08.2019
  • Responsible for handling the needs of the resident with activities of daily living including bathing, dressing, toiling, and feeding
  • Adhere to plan of care as determined by supervisor
  • To assist with ambulation, mobilization, transferring and adaptive aids
  • Observing residents for any changes and reporting immediately to the Registered Staff.
  • Experience working with a variety of residents with multiple health issues including dementia and alzheimer’s.
  • Respond to any resident in need regarding call bell, telephone ringing and assisting any employee in need of help
  • Assessing behaviours and activities of daily living and report in charting, or in oral and/or written form at designated times
  • Provide cognitive, social, emotional and psychological support to the resident
  • Maintain resident information confidentiality
  • Assist in maintaining a safe and clean environment using proper infection control techniques.
  • Uphold and promote the organizations values and philosophy
  • Developed trust-based relationships with clients through active listening and empathetic communication skills.
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.

Personal Support Worker

Revera, Long Term Care Complex Care
11.2016 - 11.2018
  • Responsible for handling the needs of the resident with activities of daily living including bathing, dressing, toiling, and feeding
  • Adhere to plan of care as determined by supervisor
  • To assist with ambulation, mobilization, transferring and adaptive aids
  • Observing residents for any changes and reporting immediately to the Registered Staff.
  • Experience working with a variety of residents with multiple health issues including dementia and alzheimer’s.
  • Respond to any resident in need regarding call bell, telephone ringing and assisting any employee in need of help
  • Assessing behavior's and activities of daily living and report in charting, or in oral and/or written form at designated times
  • Provide cognitive, social, emotional and psychological support to the resident
  • Maintain resident information confidentiality
  • Assist in maintaining a safe and clean environment using proper infection control techniques.
  • Uphold and promote the organizations values and philosophy

Group Benefits Customer Service Advisor

Manulife Insurance
01.2007 - 04.2009
  • Handled high volume of telephone inquiries within established productivity goals
  • Researched and resolves inquiries within specified turnaround times regarding health and dental policy inquires
  • Handled sensitive issues in order to ensure customer satisfaction
  • Provided detailed oral and written communication to line areas regarding inquiry resolutions
  • Handled inquiries for corporate accounts
  • Provided detailed coverage to clients about their group policy regarding health, dental, long term disability and short term disability coverage
  • Effective communication with plan members and plan sponsors in a calm and professional manner

Customer Service Representative

Rogers Telecommunications
03.2006 - 01.2007
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Assigned to the inbound call centre for Cable Internet and Home Phone divisions
  • Responsible for answering calls in timely manner ensuring that accurate information is provided at all times
  • Handled billing inquires
  • Booked installations and set up accounts
  • Consistently met set quality standards of 98% or higher

Education

Financial Services And Insurance

Pro- Seminar
Beamsville, ON
04.2024

Life Insurance LLQP

Durham College
Oshawa, ON
04.2022

Mortgage Agent

Real Estate & Mortgage Institute of Canada
North York Ontario
10.2021

Skills

  • Knowledge of Life Insurance Products (Term, Whole, Universal)
  • Customer Service & Client Relationship Management
  • Sales & Negotiation
  • Risk Assessment & Needs Analysis
  • Excellent Communication & Presentation Skills
  • Goal-oriented with strong work ethic

Languages

English
Professional Working

Certification

  • LLQP License - March 2022- May 2022
  • Mortgage Agent License - May 2021- Oct 2021


Timeline

Life and Living Benefits Advisor Cef

Globe Life
03.2022 - 07.2024

Personal Support Worker

Region Of Waterloo Public Health
09.2018 - 08.2019

Personal Support Worker

Revera, Long Term Care Complex Care
11.2016 - 11.2018

Group Benefits Customer Service Advisor

Manulife Insurance
01.2007 - 04.2009

Customer Service Representative

Rogers Telecommunications
03.2006 - 01.2007

Financial Services And Insurance

Pro- Seminar

Life Insurance LLQP

Durham College

Mortgage Agent

Real Estate & Mortgage Institute of Canada
Brittany Stauffer