MELROSE FRANCISCA MARTIS
Square One Insurance Services
Scarborough ,Ontario
4
years of professional experience
Customer-focused Insurance Advisor with 2+ years of experience in client relationship management, sales, policy administration, and delivering tailored insurance solutions. Proven ability to assess customer needs, achieve sales targets, manage high-volume client interactions, and provide exceptional service while maintaining accuracy and compliance. Skilled in communication, problem-solving, documentation, and building strong client relationships. Seeking to leverage transferable skills in a dynamic customer service, operations, or administrative role.
Work History
Insurance Advsior
1 Year- Assisted approximately 120 customers per week, providing personalized insurance advice and tailored coverage recommendations.
- • Consistently achieved 100% of monthly sales targets through consultative selling and customer-focused service.
- • Processed 30–40 new insurance policies per month, including policy changes, endorsements renewals, and related documentation while maintaining regulatory compliance.
- • Maintained a strong customer retention rate through proactive policy reviews, renewal support and responsive client service.
Insurance Advisor
1 Year 1 Month- Assisted approximately 100+ customers per week by analyzing client needs, providing personalized insurance advice, and recommending suitable home and auto coverage solutions.
- • Achieved sales targets through consultative selling, effective needs-based conversations, and building trusted client relationships.
- • Processed and managed new insurance policies, policy changes, renewals, endorsements, and documentation while ensuring accuracy and compliance with regulatory requirements.
- • Conducted proactive client follow-ups, addressed policy inquiries, and provided ongoing support to enhance customer satisfaction and retention.
Customer Service Associate
1 Year 7 Months- Delivered exceptional customer service, ensuring satisfaction and loyalty through effective communication and problem-solving.
- Processed orders accurately and efficiently, maintaining high standards of operational excellence during peak hours.
- Trained new team members on customer service protocols and operational procedures to enhance .
Education
Bachelor of Arts - Sociology And Psychology
Post Graduate Diploma - Business Management
Skills
Customer Relationship Management.
Sales & Target Achievement.
Policy Administration & Documentation.
Risk Assessment and Problem Solving.
Time Management & Multitasking.
Compliance & Attention to Detail.
Languages
English
Full Professional
Timeline
Insurance Advsior
Square One Insurance Services
2025.07 - CurrentRead More
Insurance Advisor
TD Insurance Home & Auto
2024.06 - 2025.07Read More
Customer Service Associate
Tim Hortons
2022.10 - 2024.05Read More
University Of Mumbai
Bachelor of Arts from Sociology And Psychology
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Lambton College of Applied Arts And Technology
Post Graduate Diploma from Business Management
Read More