Marko Jokanovic
Edmonton
Summary
Experienced Insurance sales agent and project manager with a strong focus on operational excellence, looking for a sales position in the Personal and Commercial Insurance industry.
Overview
15
15
years of professional experience
Work History
Internship
Allstate Insurance
12.2024 - 04.2025
- Generating leads for personal insurance needs
- Servicing agency policies
- Providing support for other agents
- Networking and developing marketing strategies
- Managing a high volume of inquiries by Email and Phone Queue
- Adjusting policies to specific client needs
Business Development Services
Upstream Portfolio Management
09.2020 - 12.2024
- Providing operations management and business development services to a wide range of privately held real estate investment firms located in Alberta and British Columbia
- Overseeing daily operations of multiple commercial properties, ensuring efficient and effective property management and high tenant satisfaction.
- Developing and managing residential and commercial budgets for individual units, ensuring cost adherence, implementing cost-saving measures, and maximizing rental income
- Market research and business development integration plans
Financial Administrator
Various Financial Services Companies
12.2019 - 09.2020
- Providing administrative support to agents, including client communication management, client documentation, and scheduling
- Fostering client relationships through timely follow-up with clients and leads, updating client records, and account summaries
- Maintaining timely and accurate records of financial transactions, client documents, executed contracts, agreements and ensuring compliance with company standards
- Ensuring the integrity and accuracy of data in the CRM system
- Assisting with client onboarding and ensuring a smooth transition of assets by setting up client accounts and compiling required documentation
Operations/logistics manager
Amazon
01.2017 - 12.2019
- Providing operational oversight for personnel scheduling, staffing requirements for the regional district of Grand Prairie and the area
- Assisting with inventory management and ensuring that all delivery targets are met
- Assessing productivity metrics to determine staffing requirements, areas of improvement and support for delivery teams
- Training, supervision and development of teams to ensure a consistent level of excellence
Life Insurance Agent
Grawe Life Insurance
06.2010 - 05.2013
- Coordinating Networking events and seminars
- Generating sales and
- Ensuring timely delivery of client file, organization of personnel, scheduling and ensuring superior customer service at the branch
- Assisting in the underwriting process for life insurance policies
- Building up rapport with current and prospective customers
Education
Alberta Level 1 General Insurance License -
01.2024
Diploma - Financial Management
International Business Management Institute
01.2019
Diploma - Strategic Management
International Business Management Institute
01.2019
Completion of the Financial Management Services Certificate - undefined
Higher School of Economics
01.2004
Skills
- Teamwork and collaboration
- Problem-solving
- Initiative
- Goal-oriented mindset
- Interpersonal and social skills
- Client relationships
- Research and analysis
SUMMARY OF QUALIFICATIONS & EXPERIENCE
- Sales and operations leader in a privately held investment, Insurance and technology solutions company
- Financial administrator support in Canadian brokerages
- Strong computer skills in Excel, Word, PowerPoint, and in-house CRM software
- Highly adaptable to an organization’s culture, resulting in successful client, peer, and manager relationships
- Fluent in English, Italian and Serbian, conversant in Spanish and Russian
Languages
Spanish
Limited Working
English
Native or Bilingual
Serbian
Native or Bilingual
Italian
Professional Working
Croatian
Full Professional
Russian
Professional Working
Ukrainian
Professional Working
Timeline
Internship
Allstate Insurance
12.2024 - 04.2025
Business Development Services
Upstream Portfolio Management
09.2020 - 12.2024
Financial Administrator
Various Financial Services Companies
12.2019 - 09.2020
Operations/logistics manager
Amazon
01.2017 - 12.2019
Life Insurance Agent
Grawe Life Insurance
06.2010 - 05.2013
Diploma - Financial Management
International Business Management Institute
Diploma - Strategic Management
International Business Management Institute
Completion of the Financial Management Services Certificate - undefined
Higher School of Economics
Alberta Level 1 General Insurance License -
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