- Team Sports
- Gym Workouts
- Camping
- Music
- DIY and Home Improvement
Christopher Joson
Toronto,Canada
Summary
A customer-focused professional with extensive experience in the insurance, hospitality, and financial management sectors. Proven ability to deliver needs-based insurance advice while enhancing customer satisfaction, leading teams, and managing financial performance. Expertise in risk assessment, policy analysis, and exceptional customer service fosters strong client relationships and ensures tailored solutions that meet diverse needs. Highly organized and detail-oriented, with a strong capacity for identifying potential risks and developing effective strategies to address them while maintaining a collaborative approach in fast-paced environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Direct Channel
Markham, Ontario
01.2024 - Current
- Provide tailored insurance solutions through needs-based assessments and product recommendations.
- Developed personalized insurance solutions to meet client needs and enhance satisfaction.
- Manage inbound leads with a strong focus on relationship building and retention.
- Clarified policy coverage options and pricing structures to empower informed decision-making.
- Achieved and surpassed sales targets while ensuring high service standards.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals of a 30% binding ratio.
Bar Manager
Earls Kitchen + Bar
Toronto, ON
08.2021 - 04.2024
- Oversaw bar operations including staff supervision, inventory control, and financial management.
- Hired, trained, and coached staff to uphold service standards.
- Led region in optimizing cost of goods at a discrepancy of 0.5%, reducing excess inventory costs and minimizing waste levels
- Managed vendors, negotiated pricing, and maintained stock accuracy.
- Assisted in configuring and optimizing a new reporting tool & POS system to align with business workflows.
- Ensured compliance with health, safety, and alcohol service policies amongst all partners.
- Developed strategies for bartenders to increase revenue and engagement.
- Resolved customer concerns to improve satisfaction and retention.
Finance Manager
Earls Kitchen + Bar
Toronto, ON
01.2022 - 12.2023
- Directed daily financial planning, budgeting, and reporting.
- Analyzed financial statements to identify efficiencies discrepancies on weekly forecast.
- Oversaw AP/AR, payroll, and cash flow management.
- Forecasted revenue and identified financial risks.
- Ensured compliance with regulatory and audit requirements.
Education
Bachelor of Science - Financial Mathematics
Ryerson University
Toronto06-2024
Skills
- Insurance Needs Analysis
- Customer Service & Client Relations
- Risk Assessment
- Sales & Lead Conversion
- Team Leadership & Training
- Financial Reporting & Budgeting
- Problem Solving & Conflict Resolution
- Strategic Planning
- Cash Flow & Expense Management
- Guidewire Quoting Software
- Microsoft 365 / Excel
- Programming (R, MATLAB, Python)
- POS Systems (Symphony, MICROS)
- Financial Reporting Tools (NetChef – Crunchtime, Qlikview, Qliksense)
Certification
- LLQP – Obtained September 2024
- Smart Serve – Obtained August 2021
Interests
Timeline
Insurance Advisor
Direct Channel
01.2024 - Current
Finance Manager
Earls Kitchen + Bar
01.2022 - 12.2023
Bar Manager
Earls Kitchen + Bar
08.2021 - 04.2024
Bachelor of Science - Financial Mathematics
Ryerson University