Josée Patricia Villeneuve
Boisbriand
Summary
Financial Director as well as Account Director for 30 years, recognized for perseverance and interpersonal skills. Driven by a taste for challenge, sense of initiative and creativity have allowed to achieve ambitious goals. Responsible and diligent, support the performance of colleagues by demonstrating essential leadership.
Overview
26
26
years of professional experience
Work History
Financial & Insurance Manager
Automobile and RV
01.2011 - 08.2024
- Sell financing, life and health insurance, various coverages and extended warranties;
- Process financing and leasing transactions accurately and fairly through financing sources for approval
- Negotiate with financial institutions in case of refusal, submit file to supervisor for negotiation of special terms and conditions if necessary;
- Process vehicle transactions in exchange, while following the legal procedures (links, Car proof report and application of taxes);
- Ensure complete legal termination of each file to make sure that the client and the house are protected;
- Accompany client in the financing and SAAQ process.
- Fostered a positive workplace culture that promoted collaboration among staff members, resulting in increased employee satisfaction and reduced turnover rates.
- Conducted regular performance evaluations for staff members, offering constructive feedback and identifying areas for professional development opportunities.
Customer Relations Manager / Account Manager
Yellow Pages Group
01.1999 - 12.2011
- Manage a portfolio of accounts receivable worth up to 8 000 000.00$ , with at-risk revenue and outstanding balances
- Understand the potential impact on the advertiser's revenue and their ability to reimburse
- Communicate with all customers whose accounts have been affected in order to recover outstanding balances and assess any problematic situation
- Take appropriate action in order to serve the customer in the best possible manner and retain future revenue at risk
- Undertake negotiations with the customer so that the latter repays the outstanding amount in full as well as manage office tasks assigned to support staff to ensure that provide the best possible service to customers Negotiation of contracts with customers and management of supplier relationships. Regular monitoring of key performance indicators (KPIs) to adjust actions if necessary.
- Development and monitoring of action plans to ensure customer satisfaction.
- Development and implementation of financial strategies to optimize profitability and support growth. Monitoring Financial performance in relation to set objectives, adjustment if necessary.
- Management of work schedules.
- Production of monthly reporting: reports, data analyses. Close collaboration with the executive committee to develop action plans based on financial analysis.
- Developed strong relationships with key clients, resulting in increased loyalty and repeat business.
Education
SSQ Insurance Certificate - Financial Management
Association of Credit Managers of Montreal Inc.
Montreal, Québec09.2011
Études collégiales - administration / marketing - Administration / Marketing
Collège Larocque-Lafortune (business Collège)
Ottawa, Ontario01.1991
Skills
- French
- English
- CRM
- Risk analysis
- Professional rigor
- Analytical mind
- Risk management
- Claims Management
- Willing to Learn
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Client Needs Assessment
Additional Information
- Theater
- Passion for Alpine skis and cycling
- Volunteer for the CAB Solange-Beauchamp association
- Creative arts
- Music
Languages
French
Native or Bilingual
English
Full Professional
Timeline
Financial & Insurance Manager
Automobile and RV
01.2011 - 08.2024
Customer Relations Manager / Account Manager
Yellow Pages Group
01.1999 - 12.2011
SSQ Insurance Certificate - Financial Management
Association of Credit Managers of Montreal Inc.
Études collégiales - administration / marketing - Administration / Marketing
Collège Larocque-Lafortune (business Collège)
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