Carly Wilson
Spruce Grove,Canada
Summary
I am a hardworking, patient, adaptable and passionate individual equipped with a diverse skill set to make a positive impact in your workplace. I excel at multitasking and attending to numerous individuals within a short amount of time. I am positive, eager to learn and take pride in any task I set my mind to. I strive to always be a positive role model for those around me and demonstrate a high level of professionalism at all times. My ultimate goal is to create and maintain meaningful work and client relationships while exuding top notch interpersonal skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Alberta Blue Cross
12.2023 - Current
- Assessing insurability for clients based on medical history, health declarations on a case by case basis while displaying vast knowledge of medical terminology and conditions
- Building and maintaining strong relationships with clients through consistent communication and personalized customer experience
- Consistently displaying patience, professionalism and empathy with each client
- Managing 2-3 different software/data bases at the same time, in order to effectively sell and administer travel plans
- Maintaining and exceeding personal and company targets
Playoff Bartender
Compass Group Management
04.2024 - 06.2024
- Served very high customer volumes before and during hockey games, while displaying a calm, energetic demeanor
- Displayed excellent ability to multitask while interacting with clients, communicating with managers, using POS system, cleaning station and taking payments simultaneously
- Upsold drinks to achieve maximum sale revenue and maximized profit for game
- Organized and stocked inventory within optimal levels and meet expected customer demands.
New Home Sales Assistant
Kimberley Homes
04.2023 - 04.2024
- Managed luxury show homes alongside two new home experts
- Developed strong rapport with clients through active listening skills and genuine interest in their needs and preferences
- Created immediate connections and built trust with walk in clients, allowing them to feel comfortable opening with their wants and needs in a new home or quick possession/custom build
- Utilized CRM software to track client interactions, appointments, and follow-up tasks effectively
- Corresponded in a personalized and time sensitive manner to withhold strong company status and value as “Seven Time Builder of the Year”
Licensed Supervising Agent - LLQP Insurance Agent
American Income Life
01.2021 - 03.2023
- Managed leads, incoming and outbound calls, setting appointments, performing presentations to union members and their families
- Acted as a Supervising Agent within 6 months of experience, providing training of all necessary procedures, product knowledge and client
interaction to new agents - Promoted to Retention Specialist, after achieving Top 5 Producers at my branch
- Learned and maintained knowledge of various insurance products in an everchanging
environment and industry (whole life insurance, term life, hospital
benefits, terminal illness etc.
Lounge Server
Central Social Hall
08.2020 - 12.2021
- Displayed vast product knowledge of beers, wines, spirits and flavour profiles on an extensive menu
- Managed high-volume workloads during peak hours while maintaining a positive attitude and professional demeanor.
- Anticipated guest needs by proactively providing refills before half empty as asked, checked in on customers throughout their time in our restaurant/bar to ensure a stress free, enjoyable experience
Shift Leader/Lounge Server
Moxies
01.2013 - 07.2020
- Served up to 10 table section efficiently
- Trained new employees and delegated daily tasks and responsibilities.
- Delegated tasks to employees on protocols and food/drink/service knowledge
- Prepared alcoholic and non alcoholic drinks
- Running expo and utilizing 3rd party systems for take out
- Opening and closing duties promptly completed while administering duties to others
Education
Diploma - Paralegal Studies
Macewan University
Edmonton05-2017
Skills
- Strong communication and interpersonal skills
- Client relationship management
- Hospitality service expertise
- Insurance sales and product expertise
- Highly coachable
Languages
German
Certification
- Active Proserve
- Active HLLQP Accident and Life License
Timeline
Playoff Bartender
Compass Group Management
04.2024 - 06.2024
Licensed Insurance Agent
Alberta Blue Cross
12.2023 - Current
New Home Sales Assistant
Kimberley Homes
04.2023 - 04.2024
Licensed Supervising Agent - LLQP Insurance Agent
American Income Life
01.2021 - 03.2023
Lounge Server
Central Social Hall
08.2020 - 12.2021
Shift Leader/Lounge Server
Moxies
01.2013 - 07.2020
Diploma - Paralegal Studies
Macewan University
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