Caitlin Candlish
Niagara Falls,ON
Summary
Insurance professional with proven track record in client relationship management and policy administration. Demonstrates strong analytical skills, effective communication, and results-driven mindset. Known for collaborative teamwork, flexibility, and reliability in fast-paced environments. Skilled in risk assessment, customer service, ensuring client satisfaction and operational efficiency.
Overview
15
15
years of professional experience
1
1
Certificate
Work History
Personal Insurance Sales Agent
Desjardins Insurance
02.2023 - Current
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Enhanced customer retention rates by regularly following up with existing clients and addressing concerns promptly.
- Monitored customer feedback and identified areas of improvement.
- 2024 member of the Agile Cell team, reporting to various departments regarding efficiency and client feedback
Insurance Representative
Jessica Cavezza Desjardins Insurance Agent
10.2019 - Current
- Lead sales representative for Personal, Commercial & Life Insurance
- Responsible for maintaining & updating client accounts
- Completed additional educational credits to maintain up to date knowledge in the field
- Required monthly sales target & commission-based role
- Responsible for IT support to all office staff
- Ran Bi-weekly staff meeting & annual team meeting
- Lead team manager in the office during COVID lockdown
- Organized community outreach events promoting insurance education among local citizens, building goodwill towards our company.
Customer Relations Case Manager
Canadian Tire Financial Services
10.2011 - 10.2019
- Call centre based environment
- Responsible for conflict resolution between customers and stores
- Fast paced work environment with high customer volumes
- Product knowledge expert responsible for managing our online Q&A database
- Social media engagement and management for online inquiries, complaints and feedback
- Promoting the brand
- Technical support specialist and parts depot for all Canadian Tire exclusive brands
- Task Management and Scheduling manager for team of 10
Front Desk Supervisor
Crowne Plaza
06.2010 - 10.2011
- Responsible for all guest concerns, communications and special requests
- Scheduled staff for weekly shifts and created schedule forecast to help predicate thescheduling needs of the business
- Handled cash float on a daily basis
- Knowledge of Opera hotel systems
- Provided concierge services with comprehensive knowledge of the Niagara region, touristattractions and navigational assistance
- Managed tourist group bookings, special requests and provided guest assistance evenwhen language barrier were present
- Responsible for daily paperwork and shift duties
Education
Bachelor of - History
University of Guelph
Guelph, ONSkills
- Customer service
- Decision-making
- Policy analysis
- Interpersonal Communication
- Customer Retention
- Self motivation
- Policy knowledge
- Written communication
- Team training and development
Accomplishments
- Recipient of the Customer for Life Award
- Collaborated with Jumpstart Charities for fundraising initiatives
- Oversaw monthly charity donations for Desjardins Agent
- 2024 Team Member of Agile Cell
Certification
OTL License
Timeline
Personal Insurance Sales Agent
Desjardins Insurance
02.2023 - Current
Insurance Representative
Jessica Cavezza Desjardins Insurance Agent
10.2019 - Current
Customer Relations Case Manager
Canadian Tire Financial Services
10.2011 - 10.2019
Front Desk Supervisor
Crowne Plaza
06.2010 - 10.2011
Bachelor of - History
University of Guelph
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