Summary
Overview
Work History
Education
Skills
Timeline
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Debbieann Mattocks

ST CATHARINES

Summary

Dynamic insurance agent with a proven track record at America Income Life, adept in risk management and client relations. Expertly developed tailored insurance plans, enhancing policyholder protection and client satisfaction. Strong problem-solving skills complemented by effective communication fostered lasting client relationships and improved service delivery.

Overview

11
11
years of professional experience

Work History

Insurance Agent

America income life
St. Catharines
11.2024 - Current
  • Developed and implemented tailored insurance plans for clients based on individual needs.
  • Analyzed claims data to identify improvement areas for policyholder protection.
  • Assessed customer risk levels and recommended suitable coverage options.
  • Established relationships with new clients through cold calling and referrals.
  • Scheduled meetings with prospective clients to present available products and services.
  • Processed client payments promptly according to established procedures.
  • Educated customers on importance of maintaining adequate insurance coverage.
  • Advised customers on strategies to minimize asset-related risks.

Technical Support Representative

Foundever Teleservices canada
St. Catharines
09.2022 - 11.2024
  • Addressed diverse technical problems for customers through email, live chat, and phone support.
  • Performed routine maintenance and software updates on support tools and customer systems.
  • Maintained up-to-date knowledge of software developments to boost job effectiveness.
  • Guided customers in configuring phone hardware and software for enhanced service capabilities.
  • Identified potential improvements in existing products and services based on user insights.
  • Recorded customer complaints and inquiries for comprehensive bug tracking documentation.
  • Updated customer accounts in database post-interaction for accuracy.
  • Built positive relationships with staff and management to support organizational goals.

Supervisor

Topnotch Building Maintenance
Toronto
11.2013 - 05.2021
  • Monitored attendance records, addressing issues related to punctuality and absenteeism.
  • Tracked progress on various projects, ensuring timely feedback was provided to staff.
  • Directed quality control efforts to detect inconsistencies and malfunctions efficiently.
  • Facilitated conflict resolution within the team, fostering a harmonious workplace atmosphere.
  • Performed monthly inventory audits to verify adequate stock levels across products.
  • Supervised daily operations for a team of 15 employees, optimizing workflow.
  • Evaluated performance metrics to identify improvement opportunities for decision-making.
  • Nurtured positive relationships with fellow staff and management for enhanced collaboration.

Education

Graduate Certificate - Harmonized Life License Qualification Program

Remic
Toronto, ON
12-2024

Basic Training Diploma - Human Resources Management

Trillium College
St. Catharines, ON
08-2024

Basic Training Diploma - Business Management

CJ College
Toronto, ON
09-2022

College Certificate - Payroll Practitioner

National Payroll Institute
Toronto, ON
07-2022

Skills

  • Payroll administration
  • Risk management
  • Employee training
  • Customer service
  • Project coordination
  • Data analysis
  • Problem solving
  • Client management

Timeline

Insurance Agent

America income life
11.2024 - Current

Technical Support Representative

Foundever Teleservices canada
09.2022 - 11.2024

Supervisor

Topnotch Building Maintenance
11.2013 - 05.2021

Graduate Certificate - Harmonized Life License Qualification Program

Remic

Basic Training Diploma - Human Resources Management

Trillium College

Basic Training Diploma - Business Management

CJ College

College Certificate - Payroll Practitioner

National Payroll Institute

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Debbieann Mattocks