JULIE CORRIGAN-LINDSAY
BEAVERTON ,ON
Summary
Insurance sales professional having succeeded in several roles working for two of the largest insurance companies and two top MGA's including a role as a highly successful advisor.
Proficient in determining long term insurance coverage needs, creating individualized insurance plans to meet the specific needs of each client. A dedicated individual who has a great ability to get along with people from diverse backgrounds.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Associate Sales Director
Ivari
North York , ON
09.2017 - Current
- Develops and maintains key advisor relationships
- Conducts appointments and presentations with life insurance advisors.
- Provides life products inside sales support for Sales Directors and Vice Presidents within the region, running illustrations, consulting with advisors on cases, compares ivari’s product offerings with those of the competitions, and suggesting sales concepts to advisors to meet client needs.
- Provide marketing support for region. Identifies training needs and recommends sales/marketing solutions to advisors with focus on maximizing sales within the region.
- Liaise between producers/advisors and head office to ensure highest standard of service.
Insurance Advisor
ScotiaLife Financial
Toronto
10.2013 - 04.2016
- Accountable for contributing to the growth of ScotiaLife Financials business by servicing walk-in customers, generating leads, and upselling, cross-selling and retaining business
- Assume full responsibility for providing customers with a professional, courteous and positive experience on a consistent basis by analyzing needs; providing accurate information, advice and solutions; and following through on commitments
- Build and strengthen customer relationships through activities designed to maximize opportunities to promote insurance products
- Specializing in Term Life, Travel, Home & Auto Insurance.
Insurance Centre Coordinator
ScotiaLife Financial
Toronto
01.2013 - 10.2013
- Responsible for the customer experience at the Insurance Centre, while sustaining overall Centre operational efficiency and effectiveness
- Oversees the delivery of front line customer service, the mid-office service and administrative processes necessary for delivering the desired experience
- Lead the delivery of customer service and the promotion of insurance services
- Managed the quality and efficiency of Centre operations
- Maintained the Centre's reporting and record keeping
- Supported the Centre's budget process
- Coordinated the Insurance Centre Operations.
Education
ADVOCIS - FINANCIAL
ADVISORS ASSOCIATION OF CANADA
LLQP – LIFE LICENSE QUALIFICATION PROGRAM - undefined
FORAN FINANCIAL INSTITUTE
AGENTS (OTHER THAN LIFE - OTL) LICENSE - undefined
INSURANCE INSTITUTE OF CANADA
BUSINESS MAJOR - DATA PROCESSING
EASTERN H.S. OF COMMERCE
1998
Skills
- Insurance Customization
- Life Insurance
- Quote Information
- Policy Feature Explanations
- Customer Experience
- Consultative Selling Techniques
- Quotes and Sales
- Regulatory Requirements
- Final Expense Insurance
- Issue Resolution
- Agent Support
- Collaborative Environments
- Upselling
Certification
LIFE LICENSE QUALIFICATION PROGRAM (LLQP) June 2013
AGENTS (OTHER THAN LIFE – OTL) LICENSE November 2013
LOMA LEVEL I January 2013 – June 2013
Timeline
Associate Sales Director
Ivari
09.2017 - Current
Insurance Advisor
ScotiaLife Financial
10.2013 - 04.2016
Insurance Centre Coordinator
ScotiaLife Financial
01.2013 - 10.2013
ADVOCIS - FINANCIAL
ADVISORS ASSOCIATION OF CANADA
LLQP – LIFE LICENSE QUALIFICATION PROGRAM - undefined
FORAN FINANCIAL INSTITUTE
AGENTS (OTHER THAN LIFE - OTL) LICENSE - undefined
INSURANCE INSTITUTE OF CANADA
BUSINESS MAJOR - DATA PROCESSING
EASTERN H.S. OF COMMERCE