Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Linda Firlotte

Insurance Advisor
Cochrane,AB

Summary

Results-driven Insurance Sales Specialist known for high productivity and efficient task completion. Excel in client relationship management, risk assessment, and policy customization to meet diverse needs. Strong communication skills, adaptability, and problem-solving abilities enable standout performance in fast-paced environments. Committed to leveraging negotiation skills and market knowledge to drive sales success and client satisfaction.

Overview

35
35
years of professional experience
8
8
years of post-secondary education
1
1
Certification

Work History

Insurance Sales Specialist

Western Financial Group
Cochrane
07.2019 - Current
  • Developed strong relationships with clients to understand their insurance needs.
  • Provided expert guidance on insurance products and coverage options available.
  • Conducted thorough assessments of client risk profiles to recommend tailored solutions.
  • Assisted clients with policy renewals and modifications for optimal coverage.
  • Collaborated with underwriters to ensure smooth policy issuance and adjustments.
  • Exceeded company sales goals for revenue targets.
  • Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.

Fund Development Coordinator

Easter Seals Alberta – Camp Horizon
Bragg Creek
08.2009 - 07.2019
  • Coordinated fundraising events to support disability services at an inclusive camp.
  • Developed donor communications to enhance engagement and awareness of programs.
  • Managed grant applications to secure funding for operational initiatives and projects.
  • Collaborated with volunteers to organize activities that promote community involvement.
  • Maintained donor databases to ensure accurate record-keeping and follow-up processes.
  • Participated in strategic planning sessions to align fundraising goals with organizational mission.
  • Coordinated with external vendors to ensure timely delivery of goods or services related to fundraising efforts.
  • Maintained detailed records of all donations received from individuals, corporations, foundations, and government entities.
  • Researched potential corporate sponsors and identified opportunities for new funding sources.

Owner/Operator

Carlton House Traditions
Airdrie
08.2003 - 08.2014
  • Developed marketing strategies to promote products and attract customers.
  • Coordinated staff schedules to optimize workflow and customer service.
  • Designed engaging store layouts to improve shopping experiences for clients.
  • Managed daily operations of the business, including staff, sales, inventory, and accounting.
  • Established long-term relationships with customers by promoting great service and engagement skills and quickly resolving issues.

Human Resources and Industrial Relations Manager

Molsons
Regina
08.1990 - 08.1995
  • Developed industrial relations strategies to enhance workforce engagement and compliance.
  • Facilitated negotiations between management and labor unions to resolve collective agreements
  • Advised on grievance procedures to ensure fair treatment of employees.
  • Collaborated with cross-functional teams to align labor policies with business goals.

Education

Certificate of Administration - Human Resources Management

University of Regina
Regina, Saskatchewan
01.1990 - 08.1994

Industrial Relations Management - School of Industrial Relations Management

Queens University
08.1987 - 08.1988

CEBS - Benefits Administration

Humber College
Toronto
08.1985 - 08.1987

Skills

  • Policy underwriting
  • Insurance product knowledge
  • Claims processing
  • Customer retention
  • Client relationship management
  • Sales strategy development
  • Customer relationship management
  • Time management
  • Adaptability to change
  • Sales forecasting
  • Effective communication
  • Conflict resolution
  • Promotional sales events
  • Business development and planning
  • Marketing strategy
  • Sales strategy
  • Problem solving
  • Customer engagement
  • Team collaboration
  • Goal oriented
  • Team training and development
  • Customer service
  • Product knowledge
  • Interpersonal communication

Certification

  • Licensed Level 1 Insurance Advisor

Timeline

Insurance Sales Specialist

Western Financial Group
07.2019 - Current

Fund Development Coordinator

Easter Seals Alberta – Camp Horizon
08.2009 - 07.2019

Owner/Operator

Carlton House Traditions
08.2003 - 08.2014

Human Resources and Industrial Relations Manager

Molsons
08.1990 - 08.1995

Certificate of Administration - Human Resources Management

University of Regina
01.1990 - 08.1994

Industrial Relations Management - School of Industrial Relations Management

Queens University
08.1987 - 08.1988

CEBS - Benefits Administration

Humber College
08.1985 - 08.1987
Linda FirlotteInsurance Advisor