Kateryna Doruk
Mississauga,ON
Summary
Multi-talented manager with 10+ years of experience in financial sales. Skilled at developing and maintaining customer relationships. Results-driven and passionate about delivering the highest level of service to people. Excellent problem-solving skills and ability to perform well in a team.
Overview
19
19
years of professional experience
Work History
Licensed Insurance Advisor
RBC Insurance Agency
12.2022 - Current
- Calculated quotes and educated potential clients on insurance options.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Reported policy changes and company conditions affecting customer satisfaction.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Upsold additional coverage options to existing clients, ensuring comprehensive protection for their needs.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Increased client satisfaction by providing personalized insurance advice and solutions.
Client Advisor
Royal Bank Of Canada, RBC
09.2022 - 12.2022
- Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
- Assisted customers with product selection based on individual needs and preferences.
- Utilized advanced problem-solving skills to address unique client challenges and identify appropriate solutions.
- Demonstrated adaptability by quickly learning new systems, tools, or products as necessary for the job.
- Enhanced client satisfaction by providing personalized advice and tailored product recommendations.
Floor Supervisor
Carnival Cruise Lines
12.2018 - 12.2019
- Lead and supervise the day-to-day operation of the department to ensure service standards are followed
- Handle Guest concerns and react quickly, logging and notifying the proper areas
- Conducting training for Room Attendants
- Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
Branch Manager
Insurance company PZU Ukraine
01.2010 - 11.2018
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Control agency structure and conducting meeting with partners
- Planning and implementing long term business strategies to achieve the company’s objectives
- Meeting with the regional director on a regular basis to review the company’s financial performance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Maintained friendly and professional customer interactions.
Insurance Specialist
Insurance company "Grawe Ukraine"
08.2009 - 01.2010
- Fostered relationships with customers to expand customer base and retain business.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Signing contracts with customers, maintenance of contracts
Small Business Loan Advisor
VTB Bank
09.2007 - 08.2009
- Conducting financial and economic analysis of the activity of potential clients
- Identified valuable solutions for customers with credit problems.
- Assessment of risk factors for credit operations
- Monitoring of the financial condition of the borrower
Personal Lending Specialist
PJSC Commercial Bank, Pravex Bank
09.2006 - 08.2007
- Active search and attractive customers
- Signing a contract with customers
- Assessment of risk factors for credit operations
- Making a decision of issuing a loan
HR Specialist
Metalist
09.2005 - 09.2006
- Analyzed job descriptions and determined recruitment plan, timeline and advertising efforts to fill positions.
- Maintained human resources records by processing applications and resumes.
Education
Certificate - Introduction To Entrepreneurship in Canada
03.2024
Certificate - Crisis management and human behavior
12.2018
Master's Degree in Business Management - Business Management
06.2010
Skills
- Deep knowledge of product
- Persuasive Speaking Skills
- Great communicator
- Problems solver
- Well organized
- Good coacher
- Initiative
- Team-worker
- Reliable
- Detail oriented
- Proactive
- Target-driven
- Self-motivated
- Eager to learn
- Goal-Oriented
Languages
English
Professional Working
Ukrainian
Native or Bilingual
Turkish
Elementary
Russian
Full Professional
Timeline
Licensed Insurance Advisor - RBC Insurance Agency
12.2022 - Current
Client Advisor - Royal Bank Of Canada, RBC
09.2022 - 12.2022
Floor Supervisor - Carnival Cruise Lines
12.2018 - 12.2019
Branch Manager - Insurance company PZU Ukraine
01.2010 - 11.2018
Insurance Specialist - Insurance company "Grawe Ukraine"
08.2009 - 01.2010
Small Business Loan Advisor - VTB Bank
09.2007 - 08.2009
Personal Lending Specialist - PJSC Commercial Bank, Pravex Bank
09.2006 - 08.2007
HR Specialist - Metalist
09.2005 - 09.2006
Acces Employment - Certificate, Introduction To Entrepreneurship in Canada
Carnival Cruise Lines - Certificate, Crisis management and human behavior
Lutsk National Technical University - Master's Degree in Business Management , Business Management
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