Summary
Overview
Work History
Education
Skills
Interests
Timeline
Hi, I’m

Marilyn Jarrett-McFarlane

Sales Support Associate
Calgary
Marilyn Jarrett-McFarlane

Summary

Energetic Sales Support Associate expert in customer service with ten plus years of confirmed performance in support environments. Identified for providing superior service to advisors and clients. Demonstrated to help service team members exceed goals and increase satisfaction ratings.

Overview

14
years of professional experience

Work History

Canada Life Assurance Company

Sales Support Associate
01.2011 - Current

Job overview

  • Provides best-in-class real-time sales support for advisors and customers while leading by example for sales team members.
  • Helps to cultivate and maintain business relationships by professionally handling advisor partners and customer needs.
  • Work closely with the Group Benefits Analysts to identify underwriting issues and SIC codes during the pre-quoting process
  • Prepares quotations/proposals and ensures new group applications are thoroughly completed and submitted to advisors/Head Office
  • Assist with new client set-up procedures and provides ongoing client service to advisors and brokers
  • Efficiently process change requests and amendment quotes to reflect the desires of the insured group
  • Actively contributes to business renewal efforts within the team by coordinating production and distribution of renewal packages
  • Provides administrative support to my aligned Account Managers as needed
  • Providing back-up support and assist in training new Sales Support team members

Education

RPA 1
2020

University Overview

RPA/GBA 3
2018

University Overview

GBA (Group Benefits Associate) Certification
2013

University Overview

International Qualification and Assessment (IQAS) Comparative level Certificate of achievement in Canada to
2011

University Overview

University of the West Indies
Mona

Bachelor Of Science Degree from Management Studies and Accounting
2006

University Overview

Skills

  • Computer Proficiency and Microsoft Office
  • Attention to detail
  • Adaptable and Flexible
  • Strong Communication and Interpersonal Skills
  • Critical Thinking
  • Time Management
  • Customer Service and Assistance

Interests

  • Passionate about balancing physical health with mental and emotional wellness
  • I participate in low-impact exercises to strengthen core muscles
  • Music
  • Gardening

Timeline

Sales Support Associate
Canada Life Assurance Company
01.2011 - Current
RPA 1
RPA/GBA 3
GBA (Group Benefits Associate) Certification
International Qualification and Assessment (IQAS) Comparative level Certificate of achievement in Canada to
University of the West Indies
Bachelor Of Science Degree from Management Studies and Accounting

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Marilyn Jarrett-McFarlaneSales Support Associate