Michaella Bassey
Gatineau,Canada
Summary
Excellent communicator and dependable team player with strong understanding of small business and the finance industry. Adept at building relationships with clients, administration other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
Work History
Licensed Insurance Advisor
SpencerKatz Financial
05.2024 - Current
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Managed approximately 40 incoming calls, emails and per day from customers
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
Consulting - Small Business
Self Employed
01.2015 - Current
- Mentored and trained small business owners on best practices, contributing to their long-term success.
- Developed comprehensive business plans for clients, resulting in increased revenue and growth.
- Identified funding opportunities for small businesses, assisting with grant writing and loan applications as needed.
Small Business Advisor
Scotiabank
03.2020 - 05.2024
- Leveraged digital tools for efficient project management, ensuring timely completion of client deliverables while maintaining a high level of quality assurance across all projects handled.
- Provided leadership coaching to small business owners, enabling each to find daily motivation, solve problems, and make effective decisions.
- Identified opportunities for process improvement, streamlining operations for increased efficiency, and cost savings.
- Increased client satisfaction by providing personalized small business advice and support.
Account Executive
Thinking Capital, Canada
01.2013 - 01.2014
- Analyze best financing options available to clients based on situation
- Ensure fluid line of communication between client and underwriters, for required paperwork and information
- Assigned as an Executives on pilot program with Partner Moneris
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying company's reputation as trusted partner in their respective industries.
Co-owner, Choreographer
ARRIBA DANCE, Nun's Island
01.2005 - 01.2014
- Effectively handle all customer inquiries and concerns and redirect to appropriate division if necessary
- Devise cost effective and innovative sales and marketing strategies
- Implemented and maintained filing systems
- Created and maintained product, costume/accessory storage room
- Officially commended for customer focus, persuasiveness and enthusiasm
- Ensured an extremely high customer retention rate
- Quadrupled sales volume since opening with a successful referral program
- Implemented ongoing training for staff while keeping abreast of new trends
Marketing Consultant
LIVING SOCIAL, Canada
01.2011 - 01.2012
- Advise the merchants about the best way to introduce new clients to their business
- Ensured great service to clients building customer loyalty
- Effectively communicated new developments between merchant and art/production
- Strategically devised deals to create mutually beneficial ROI for the promotion
- Excellent CRM platform proficiency
- Achieved a 38% direct referral rate for new customer acquisition
Education
No Degree - LLQP License
Durham College
Oshawa, ON09.2022
No Degree - Small Business Advisor
Canadian Securities Institute
Ottawa, Ontario04.2020
Business Startup and Management Diploma (Continuing Education) - Business And Organizational Administration
EMSB
Montreal01.2004
Skills
- Operations Management
- Goal-Oriented
- Portfolio Management
- Underwriting principles
- Time Management
- Complex Problem-Solving
- Strategic Planning
- Verbal and written communication
- Business process improvement
- Exemplary communication skills
- Pipeline Management
- CRM software proficiency
- Consultative Selling
- Relationship Management
Languages
French
Native or Bilingual
English
Native or Bilingual
Spanish
Professional Working
Timeline
Licensed Insurance Advisor
SpencerKatz Financial
05.2024 - Current
Small Business Advisor
Scotiabank
03.2020 - 05.2024
Consulting - Small Business
Self Employed
01.2015 - Current
Account Executive
Thinking Capital, Canada
01.2013 - 01.2014
Marketing Consultant
LIVING SOCIAL, Canada
01.2011 - 01.2012
Co-owner, Choreographer
ARRIBA DANCE, Nun's Island
01.2005 - 01.2014
No Degree - LLQP License
Durham College
No Degree - Small Business Advisor
Canadian Securities Institute
Business Startup and Management Diploma (Continuing Education) - Business And Organizational Administration
EMSB
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