Crissy McKay
Atikokan,ON
Summary
I have recently relocated to Atikokan with my young daughter and am looking to take advantage of the slower paced lifestyle of a small town.
I have always had a passion for children and their personal growth and development which was an asset in my previous positions as a dance teacher for 10+ years prior to the birth of my daughter.
Falling into the insurance role young, I am looking to realign my career with my passion to create a supportive and inclusive environment for our next generation.
Overview
17
17
years of professional experience
Work History
Insurance Broker
Jones Insurance
12.2017 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
Mutual Funds Sales Representative
Scotiabank
10.2015 - 10.2016
- Strengthened brand reputation by delivering consistent high-quality service across all interactions, leading to an increase in client referrals.
- Organized regular client meetings for portfolio reviews, ensuring their investments remained aligned with their financial objectives.
- Provided exceptional customer service, promptly addressing any concerns or inquiries from clients regarding their investments and day to day banking needs.
Licensed Administrative Assistant
Lifestyle Insurance
09.2008 - 09.2015
- Maintained a professional office environment by adhering to established policies and procedures, ensuring that everyone felt comfortable and supported in the workplace.
- Reinforced positive working relationships with clients/vendors through timely and courteous correspondence, fostering a high level of trust among all parties.
- Provided timely assistance to colleagues in various departments on an as-needed basis, displaying flexibility in adapting to shifting priorities.
Administrative Assistant
Skillen Squire Insurance
02.2008 - 08.2008
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Education
Bachelor of Arts - Psychology
Lakehead University
Thunder Bay, ON06.2007
Skills
- Proactive team player
- Organized and accountable
- Driven
- Attention to detail
- Positive attitude
Languages
English
Professional Working
Timeline
Insurance Broker
Jones Insurance
12.2017 - Current
Mutual Funds Sales Representative
Scotiabank
10.2015 - 10.2016
Licensed Administrative Assistant
Lifestyle Insurance
09.2008 - 09.2015
Administrative Assistant
Skillen Squire Insurance
02.2008 - 08.2008
Bachelor of Arts - Psychology
Lakehead University
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