Daniel Berube
Oakville,ON
Summary
History of exceeding expectations through dependable and effective performance. Proactive problem-solver with a positive mindset. Focused on continuous learning and development in insurance sales, networking, and enhancing customer experience.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Account Executive
AIM Insurance
Burlington, Ontario
05.2025 - Current
- Generated leads through cold-calling and networking, enhancing client acquisition efforts.
- Prepared and delivered customized insurance proposals to prospective clients, presenting coverage options and pricing across multiple carriers.
- Followed up on outstanding proposals and managed the full sales cycle from initial outreach through policy binding.
- Provided customer service support and resolved client inquiries.
- Maintained accurate records of client interactions and account updates, ensuring streamlined follow-up processes.
- Developed promotional materials including brochures, flyers, and newsletters to support marketing initiatives.
RETAIL LENDING OFFICER
Bank of Nova Scotia
Hamilton, Canada
05.2019 - 04.2025
- Responsible for the independent review of applicants' credit profiles; authorizing and recommending loans for approval.
- Developed strong interpersonal relationships with clients through active listening and engagement.
- Recognized by area sales and finance managers for professionalism and exceptional customer service skills in phone interactions.
- Ensured strict compliance with customer confidentiality, PIPEDA, and company policies.
- Collaborated with team leads to improve processes, enhancing team efficiency and ensuring compliance with regulations.
- Trained twenty-five new hires on key tasks for the position, focusing on proof of income processes and essential computer skills.
- Received the Top Individual Performance award in 2020.
ASSOCIATE
Cedar Springs Health and Racquet Club
Burlington, Canada
11.2016 - 08.2018
- Greeted party guests and discussed day's agenda with parents to ensure smooth party experience.
- Worked seamlessly with front desk, catering, and pool staff to ensure the child/parents and their guests received top-tier customer service.
- Led the launch of the new after-school Kids Program in the gym.
- Created engaging activities and obstacle courses to enhance children's enjoyment and participation.
- Coordinated daily with co-workers to maintain a positive and safe environment for campers.
Education
Diploma - Insurance
Mohawk College
Hamilton04-2025
Skills
- Client relations
- Problem-solving
- Documentation review
- Adaptability
- Self-motivation
- Integrity and trustworthiness
Certification
• RIBO (Achieved 94% on the exam)
• CIP In-Progress (8 of 10 courses completed)
• CIP In-Progress (8 of 10 courses completed)
Awards
Top Individual Performance (2020)
Timeline
Associate Account Executive
AIM Insurance
05.2025 - Current
RETAIL LENDING OFFICER
Bank of Nova Scotia
05.2019 - 04.2025
ASSOCIATE
Cedar Springs Health and Racquet Club
11.2016 - 08.2018
Diploma - Insurance
Mohawk College