John Romans
Moncton,NB
Summary
Passion for verifying safety and security of all individuals within area of responsibility. Excellent eye for detail and in-depth knowledge of emergency protocols and procedures. Natural problem-solver with keen ability to relate to people of all ages and backgrounds.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Advisor
LaCapitale Financial Security
01.2023 - Current
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
Credit Advisor
Royal Bank of Canada
12.2019 - 10.2022
- Designated coach and leader within the team. Reviewed calls with new team members and helped them grow and develop required skills. Proven record of helping team members increase sales, while lowering call time.
- Responded to client concerns and questions about credit scores and methods to improve numbers.
- Produced budget tools, educational support and referrals for clients.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
Direct Support Professional
People Inc
10.2015 - 07.2019
- Assisted disabled clients to support independence and well-being, including medication administration.
- Assisted with crisis intervention to de-escalate challenging behavior and maintain peaceful encounters.
- Monitored clients to assess and report physical and behavioral changes to supervisors.
Lifeguard Manager
Jewish Community Center
07.2011 - 01.2013
- Supervision of six lifeguards to provide adequate coverage of pool areas during operating hours.
- Managed completion of maintenance records and incident reports.
- Coordinated and delivered internal training to lifeguards in First Aid, CPR, and water rescue techniques.
- Performance management of trainees and reports.
Education
Bachelor of Science - Applied Science
State University of New York College
Buffalo, NY2019
Skills
- Crisis Management
- Customer Satisfaction
- Document Preparation
- Occupational Health and Safety
- Finance and Accounting Operations
- Leadership Support
Certification
- Licensed LLQP Accident and Sickness Insurance Agent
- Asbestos Awareness Certificate
- Traffic Control Person Certificate
Timeline
Insurance Advisor
LaCapitale Financial Security
01.2023 - Current
Credit Advisor
Royal Bank of Canada
12.2019 - 10.2022
Direct Support Professional
People Inc
10.2015 - 07.2019
Lifeguard Manager
Jewish Community Center
07.2011 - 01.2013
Bachelor of Science - Applied Science
State University of New York College
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