Dallas Roth
Mayerthorpe,AB
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
19
19
years of professional experience
Work History
Associate Insurance Advisor
Cooperators
Whitecourt, Alberta
04.2023 - Current
- Leveraged industry trends to shape solutions and approaches.
- Provided guidance on premium payments options for customers based on their budget requirements.
- Explained the features and benefits of various insurance products in order to assist customers in selecting appropriate coverage.
- Sought out new clients and developed clientele by networking to find new customers.
- Conducted detailed reviews of existing policies to determine if changes were needed.
- Analyzed customer needs and provided best options, upselling products, and services.
- Maintained an up-to-date knowledge of insurance regulations, laws and industry trends.
- Developed and maintained relationships with clients to ensure customer satisfaction.
Administrative Support III
Alberta Health Services
Whitecourt, Alberta
08.2017 - 04.2022
- Provided administrative support to healthcare professionals
- Maintained database including patient information
- Responded to internal and external inquiries relating to patients
- Greeted patients, booked medical appointments, answered patient questions
- Assisted clients and staff with patient documents for appointments and procedures
Member Service Representative Supervisor
Servus Credit Union
Sangudo, Alberta
03.2006 - 05.2017
- Contributed to the bank's security by ensuring strict adherence to all confidentiality and security policies.
- Answered inbound calls from wide range of members, welcoming callers
- Developed and maintained strong relationships with customers, promoting bank loyalty and retention.
- Monitored teller performance, providing feedback and coaching to improve efficiency and service quality.
- Managed and balanced cash vault, audits, and general ledger accounts.
- Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
- Resolved customer complaints promptly and efficiently while maintaining high levels of customer service.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, and maintain accounts
Education
Insurance Licensing - General & Life Insurance
Professional Development Training
Online 01-2024
Business Administration Certificate -
Fairview College (NAIT)
Fairview, AB01-2004
High School Diploma -
Mayerthorpe High School
Mayerthorpe, AB01-2001
Skills
- Client relationship management
- Communication
- Problem solving
- Teamwork
Timeline
Associate Insurance Advisor
Cooperators
04.2023 - Current
Administrative Support III
Alberta Health Services
08.2017 - 04.2022
Member Service Representative Supervisor
Servus Credit Union
03.2006 - 05.2017
Insurance Licensing - General & Life Insurance
Professional Development Training
Business Administration Certificate -
Fairview College (NAIT)
High School Diploma -
Mayerthorpe High School