Dominique Jeaurond
Sprucewoods,MB
Summary
Resourceful Financial Specialist known for productive and efficient task completion. Skilled in client relationship management, policy adjustments, and risk assessment strategies. Excels in communication, problem-solving, and adaptability, ensuring exceptional service delivery and client satisfaction.
Overview
20
20
years of professional experience
2
2
Certifications
Work History
Insurance Representative and Financial Counselor
SISIP Financial
Shilo, Manitoba
03.2020 - 01.2025
- Made presentations to groups at company-sponsored gatherings to gain new clientele. Developed and implemented strategies to increase sales of insurance policies.
- Developed and implemented strategies to increase sales of insurance policies.
- Maintained accurate records of customer interactions and policy information.
- Assisted customers in completing necessary forms and documents related to new or updated policies.
- Engaged customers and provided a high level of service by carefully helping them choose their preferred personal plan.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Provided guidance regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Provided financial counseling to clients on budgeting, credit management, and debt repayment strategies.
- Developed and maintained strong client relationships through exceptional service and communication, achieving repeat business and referrals through personalized services.
Human Resources Clerk
Department of National Defense
Shilo, Manitoba
06.2018 - 03.2020
- Provided military members with assistance in completing forms, including annual reviews of beneficiaries, wills, next of kin and other pertinent details.
- Verified personnel-related documentation for yearly leave reviews and before release for accuracy.
- Managed confidential employee information with discretion and integrity.
- Collaborated with team members on special projects as needed.
Administrative Assistant
DJB Chartered Accountants
Grimsby, Ontario
05.2014 - 03.2017
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Updated the system to organize office documentation, maximizing efficiency, and increasing productivity.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Reconciled or entered report discrepancies found in financial records.
- Evaluated open accounts to look for past-due balances and pursue collection strategies. Ensured efficient operation of office equipment, such as printers, copiers, and fax machines.
- Handled confidential documents in an organized fashion according to established protocol.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Managed database systems containing customer contact information.
Independent Insurance Broker
Dominique Jeaurond
St. Catharines, Ontario
04.2011 - 06.2014
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Resolved complex customer issues through effective communication, negotiation, problem-solving skills, and follow-up actions.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed marketing strategies to increase sales opportunities within target markets.
- Pursued continued professional development through insurance workshops, course and webinars.
Education
LLQP Designation - Insurance
LLQP
National10-2020
Basic Training Diploma - Advertising: Media Sales
Humber College
Toronto, None06-1992
High School Diploma -
Grantham High School
St Catharines, ON06-1990
Skills
- Presentation skills
- Goal-oriented mindset
- Client needs analysis
- Customer follow-up
- Client relationship
- Financial literacy
- Professional relationship building
- Military knowledge
- Budget planning
- Effective customer communication
Certification
- LLQP certified 2020
- AFCC® certified 2025
- Expired qualifications, passed but no longer use:
- CIFC for Mutual Funds
- CSC - Canadian Securities course
Languages
French
Limited
Timeline
Insurance Representative and Financial Counselor
SISIP Financial
03.2020 - 01.2025
Human Resources Clerk
Department of National Defense
06.2018 - 03.2020
Administrative Assistant
DJB Chartered Accountants
05.2014 - 03.2017
Independent Insurance Broker
Dominique Jeaurond
04.2011 - 06.2014
LLQP Designation - Insurance
LLQP
Basic Training Diploma - Advertising: Media Sales
Humber College
High School Diploma -
Grantham High School
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