Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Jasmine Patel

Montreal,QC

Summary

Bilingual professional with experience in supporting high-performing sales and client engagement teams across the insurance, financial services, and technology sectors. Experienced in coordinating recognition programs, supporting internal campaigns, organizing events, and developing marketing materials that drive engagement, and align with business goals. Frequently collaborating with leadership, sales teams, and external partners to deliver impactful employee experiences and performance initiatives.

Overview

3
3
years of professional experience

Work History

Insurance Associate

SUN LIFE
04.2024 - Current
  • Support group insurance members through their transition plans, offering strategic recommendations to improve retention and experience.
  • Consistently exceed performance targets, and ranked 1st across two consecutive quarters.
  • Analyze client interactions to identify trends, and recommend process improvements for the Client Solutions Centre (CSC).

Customer Service Representative

LEXUS GABRIEL
11.2023 - 04.2024
  • Assisted clients with appointment bookings, payments, and follow-ups, ensuring a smooth, professional service experience.
  • Collaborated with the sales department during a dealership-wide event: designed promotional materials, handled client outreach, and matched prospective buyers with sales consultants.

Project Coordinator

NEIL COSGROVE CAPITAL
01.2023 - 05.2023
  • Created marketing materials for upcoming roadshows and trade events, including promotional product deliverables, event presentations, and digital assets.
  • Facilitated strategic connections with key clients, stakeholders, and investors to strengthen partnership pipelines.
  • Led the design and launch of websites for acquired companies, increasing digital visibility and stakeholder engagement.

Project and Campaign Management Intern

AUTODESK
01.2022 - 08.2022
  • Organized and moderated a large-scale internal hackathon: developed the format, sent invites, prepared materials, and ensured smooth event execution.
  • Contributed to cross-departmental stakeholder coordination for campaign development projects, enhancing the efficiency of webinar launches.
  • Conducted customer persona research, and collaborated on campaign strategy to increase product awareness and engagement.
  • Supported internal enablement and product marketing through presentations, planning, and data gathering.

Education

Certificate - User Experience Design

Montreal, QC
Montreal, QC
07-2023

Bachelor of Commerce - Business Technology Management

Montreal, QC
Montreal, QC
12-2022

Skills

Project & Performance Tools
Agile Methodology SDLC MS Project JIRA MS Access SAP GUI

Data & CRM Tools
Salesforce Tableau SPSS SQL (MySQL)

Design & Communication Tools
Figma (Axure) Adobe Photoshop Microsoft Office Suite

UX & Web Design
UX/UI Design Design Thinking Wireframes Prototyping Web Design Wix WordPress Visual Studio

Programming
Python C# C

Accomplishments

Sun Life – Diwali DE&I Event Volunteer
Fall 2024

  • Supported the Diversity, Equity & Inclusion (DE&I) committee by coordinating logistics for Sun Life's internal Diwali celebration.
  • Assisted with event setup and managed catering to ensure a culturally engaging and inclusive employee experience.

Unicity – Project Support Digital Marketing Volunteer
August – November 2024

  • Supported digital marketing efforts by optimizing social media campaigns, managing Google Ads performance, and analyzing engagement metrics to improve outreach.

Languages

English
Native/ Bilingual
French
Full Professional

Timeline

Insurance Associate

SUN LIFE
04.2024 - Current

Customer Service Representative

LEXUS GABRIEL
11.2023 - 04.2024

Project Coordinator

NEIL COSGROVE CAPITAL
01.2023 - 05.2023

Project and Campaign Management Intern

AUTODESK
01.2022 - 08.2022

Certificate - User Experience Design

Montreal, QC

Bachelor of Commerce - Business Technology Management

Montreal, QC

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Jasmine Patel