Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Nadia Pryimak

Toronto,ON

Summary

Compassionate Case Manager experienced in finance and insurance environments. Hardworking and dedicated to achieving desired case outcomes. Offers excellent problem-solving, conflict resolution and communication abilities.

Overview

5
5
years of professional experience

Work History

Case Manager

Great Oak VFA
03.2022 - Current
  • Generating all correspondence, faxing, mailing and emailing customers, clients, law firms, insurers and other entities in the normal course of business.
  • Assisting in collection of outstanding accounts including drafting letters, lists, statement of claims etc.
  • Independently managing client's files through effective and professional communication with key stakeholders, legal representatives, accountants and clients
  • Proactively monitors and responds to all client inquiries and focused on delivering superior customer satisfaction
  • Handle client matters expeditiously, proactively, following-through on projects to successful completion with deadline pressures

Senior Financial Advisor

First Ukrainian International Bank
11.2018 - 11.2021
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, and providing quotes.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Updated clients on changes in tax laws and other regulations affecting banking products.
  • Mentored and trained highly talented staff, which prepared team members for providing exemplary service to clients.

Education

Master of Science - Finance, Banking And Insurance

Kyiv National Economic University
Kyiv, Ukraine
02.2021

Skills

  • Working knowledge of personal and corporation taxes, some insurance acts such as SABS
  • Technically proficient in MS Office: Microsoft Word, Excel, Outlook and Universal Scheduling program
  • Strong analytical / organizational skills and creative problem-solving skills
  • Thriving under pressure and prioritizing efficiently while maintaining a high caliber of accuracy and attention to detail
  • Verbal and Written Communication
  • Staff Training
  • Progress Evaluation

Languages

English
Full Professional
Ukrainian
Native or Bilingual

Timeline

Case Manager

Great Oak VFA
03.2022 - Current

Senior Financial Advisor

First Ukrainian International Bank
11.2018 - 11.2021

Master of Science - Finance, Banking And Insurance

Kyiv National Economic University

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Nadia Pryimak