Kelti Page
Oshawa
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
American Income Life Insurance Company
07.2024 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
General Manager
Pizza Hut
06.2023 - 01.2024
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
Server /Head Bartender
Whisky Johns
06.2022 - 06.2023
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Cultivated warm relationships with regular customers.
Customer Service Representative
Concentrix
05.2021 - 05.2023
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Crew Leader
McDonald's
07.2017 - 07.2019
- Trained employees in time management and proper ways to complete job duties.
- Maintained a safe working environment by enforcing strict adherence to safety guidelines and promptly addressing potential hazards.
- Monitored team members to verify work quality and address concerns.
- Served as the primary point of contact between crew members and upper management, relaying important information as necessary.
- Provided ongoing training and support for new hires, ensuring they were well-equipped to perform their duties effectively.
Education
GED -
Remic
Online07-2023
GED -
Trillium College
Oshawa, ON09-2018
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Needs assessment
- Cross-selling techniques
- Insurance product expertise
- Upselling strategies
- Prospecting clients
Languages
English
Full Professional
Certification
First aid & CPR level C
Frequent Positive Customer Service Feed back
LLQP Licensed
Timeline
Life Insurance Agent
American Income Life Insurance Company
07.2024 - Current
General Manager
Pizza Hut
06.2023 - 01.2024
Server /Head Bartender
Whisky Johns
06.2022 - 06.2023
Customer Service Representative
Concentrix
05.2021 - 05.2023
Crew Leader
McDonald's
07.2017 - 07.2019
GED -
Remic
GED -
Trillium College
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