CHRISTINA STOICHECI
Summary
Personable financial leader skilled in developing highly effective teams and managing daily branch operations with efficiency and a focus on client services. Well-versed in identifying areas in need of improvement and implementing actionable solutions to drive revenue and reduce expenditures. Aiming to fulfill a professional role to leverage several years of related experience.
Overview
5
5
years of post-secondary education
13
13
years of professional experience
Work History
Assistant Branch Manager
Westland Insurance Group Ltd.
Smithville, Canada
05.2026 - Current
- Supported day-to-day branch operations, providing leadership and guidance to insurance team to enhance service delivery.
- Coached staff to improve client service and ensure adherence to company procedures.
- Assisted with workflow management and escalated client matters to meet branch goals.
Team Lead
Westland Insurance Group Ltd.
Burlington, Canada
11.2025 - 05.2026
- Led daily operations for insurance advisors, optimizing workflow and enhancing client service.
- Coached team members on problem-solving and escalated client inquiries to improve overall team effectiveness.
- Led team in delivering exceptional customer service to clients.
- Coordinated training sessions for new staff members to enhance skills.
- Implemented process improvements to streamline claims handling procedures.
Senior Insurance Advisor
Westland Insurance Group Ltd.
Burlington, Canada
03.2025 - 11.2025
- Advised clients on personal insurance needs, assessing coverage options and implementing policy changes to enhance protection.
- Developed strong client relationships by identifying tailored coverage solutions and ensuring service standards were consistently met.
- Advised clients on insurance policies and coverage options.
- Analyzed client needs to recommend suitable insurance solutions.
- Managed policy renewals and ensured compliance with regulations.
Licensed Insurance Advisor
Wayne Nichols Insurance & Financial Services Ltd.
Dundas, Canada
03.2024 - 03.2025
- Cultivated client relationships to enhance satisfaction and foster loyalty.
- Clarified insurance policies and coverage options, enabling clients to make informed decisions.
- Advised clients on insurance products and financial services options.
- Assessed client needs to recommend appropriate coverage solutions.
- Managed policy renewals and ensured compliance with regulations.
Licensed Insurance Agent
RBC Insurance
01.2022 - 05.2024
- Analyzed clients' insurance policies to identify and recommend tailored enhancements.
- Contacted prospective and current clients to deliver accurate quotes and detailed policy information.
- Guided clients through insurance product options and policy details.
- Analyzed client needs to recommend tailored insurance coverage solutions.
- Processed policy applications and renewals efficiently and accurately.
Restaurant Manager
Unique Restaurant Group
10.2019 - 03.2022
- Ensured consistent service, food quality, and atmosphere while overseeing daily operations.
- Monitored compliance with employment standards, health and safety regulations, alcohol handling, and WHMIS protocols.
- Executed daily reconciliation of sales and cash while coordinating events.
Account Manager
Ecotax
01.2014 - 01.2020
- Organized client files accurately, scheduling and administrative tasks; responded to inquiries and reviewed tax documents.
- Executed account data entry and collaborated across teams to address customer needs effectively.
- Managed client relationships to ensure satisfaction and retention.
- Coordinated account activities to align with client goals and expectations.
- Developed customized solutions based on client needs and industry trends.
Education
Chartered Insurance Professional
Insurance Institute of Canada
09.2024 - 09.2026
RIBO
03.2024 - 09.2026
Bachelor of Arts (B.A.) - Justice, Political, Philosophy & Law Program
McMaster University
Skills
- Client relations
- Insurance policy analysis
- Branch operations
- Strategic planning
- Team leadership
- Team coaching
- Analytical thinking
- Efficient
- Approachable
Timeline
Assistant Branch Manager
Westland Insurance Group Ltd.
05.2026 - Current
Team Lead
Westland Insurance Group Ltd.
11.2025 - 05.2026
Senior Insurance Advisor
Westland Insurance Group Ltd.
03.2025 - 11.2025
Chartered Insurance Professional
Insurance Institute of Canada
09.2024 - 09.2026
RIBO
03.2024 - 09.2026
Licensed Insurance Advisor
Wayne Nichols Insurance & Financial Services Ltd.
03.2024 - 03.2025
Licensed Insurance Agent
RBC Insurance
01.2022 - 05.2024
Restaurant Manager
Unique Restaurant Group
10.2019 - 03.2022
Account Manager
Ecotax
01.2014 - 01.2020
Bachelor of Arts (B.A.) - Justice, Political, Philosophy & Law Program
McMaster University