Natasha Taylor
Tillsonburg,ON
Summary
Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.
Overview
17
17
years of professional experience
Work History
Life Insurance Advisor
Industrial Alliance
Toronto, Ontario
06.2025 - Current
- Organized events such as seminars or webinars designed to educate customers about different types of life insurance investments.
- Conducted market research to identify potential new products for clients.
- Created detailed reports outlining customer data, policy selection, premium costs, and other relevant information.
- Researched industry trends to stay up-to-date on current developments in the field of life insurance investments.
- Responded promptly to customer inquiries related to their policies or accounts via phone or email communication.
- Provided clients with advice on how to best manage their life insurance investments.
- Prepared monthly progress reports detailing sales activity and customer feedback.
- Maintained client records including contact information, policy details, payment history, and any changes or updates made over time.
- Analyzed customer portfolios to determine financial objectives and develop suitable plans.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Monitored policy renewals and contacted clients to discuss renewal options and changes.
Insurance Advisor—Life, Health, Retirement and Investments
Guardian Life Limited
Kgn 5
- Current
- Company Overview: Life Insurance Company
- Prospecting
- Public speaking
- Administration
- Policy delivery
- Meeting quotas
- Seeking leads
- Learning new materials and classes(sometimes)
- Life Insurance Company
Customer Service- Team Lead
Nature Treats
Kingston 5
01.2020 - 09.2021
- Company Overview: Consumer Goods Company: Produce & Export Nature Treats
- Seek new leads and bring in new business
- Servicing new customers & stores per daily schedule
- Merchandising and selling company products & assist with their distribution
- Placing orders, writing credit memos & Accounts Receivables
- Communicate sales opportunities with appropriate Sales Personnel Management
- Consumer Goods Company: Produce & Export Nature Treats
- Reason for Leaving: Resigned
Associate
Felix in the Springs
09.2017 - 10.2018
- Greet customer
- Social Media Savvy
- Handle returns of merchandise
- Team up with co-workers to ensure proper customer service
- Build productive trust relationships with customers
- Operating cash registers
- Directing customers to merchandise
- Answering the telephones
- Increasing store sales
- Maternity leave
Owner
OMGVIRGINHAIRJA
03.2013 - 03.2018
- Company Overview: Online based, hair and accessories store
- Managing: purchasing orders, suppliers orders
- Replenishing stock, finances of the company and day to day events
- Online based, hair and accessories store
Part-time
Wynter's Constructions And Maintenance Company
Kingston, Jamaica
09.2016 - 03.2017
- Organize files
- Taking memos
- Drafting documents
- Answering the telephone
- Schedule Appointments
- Keeping Records and sorting cheques
Assistant teacher
Crystal care
Ironshore, Montego Bay
01.2015 - 07.2015
- Recordkeeping (attendance etc)
- Story Reading
- Painting
- Puppet Shows
- Work with children who needs special educational needs
Front Desk Clerk Part-time
Sandy Lane Resort
Bridgetown, Barbados
11.2013 - 02.2014
- Filing
- Make Appointments
- Attend to customer needs
- Made sure the lobby areas are always kept clean
- Answer the phone/Send Business Emails
- Greet customers in a friendly manner at all times
- Work and travel program
Sales Rep part-school
STATE MALL PLAZA
Cross Roads Kingston
09.2012 - 12.2012
- Hand pick suitable items
- Introduced persons to different stores on the mall
- Give customers a tour of the mall
Promotions Part-time
Limelight Beverage Drink
08.2008 - 07.2010
- Providing information on promoted goods/services
- Create a positive image and lead consumers to try it
- Setup booths or promotional stands and stock products
Clergy
NATIONAL YOUTH SERVICE
06.2007
- Community projects
- Filing
- Counselling
- Writing reports
Hostess Part-time
Guachos Restaurant
- Make reservations
- Seat Guest
- Ensured, each customer that I encountered with was well taken care if from their arrival to when they leave premises
Junior Assistant Bursar
NATIONAL YOUTH SERVICE
- Keeping files and records uptodate
- Help with filling forms out with Parents
- Answering the telephones
- Assisting with Orientations for each grades
Filing Clerk
NATIONAL YOUTH SERVICES
- Radio messages
- Going court
- Visiting Crime scenes(depending)
- Following officers to the hospitals with prisoners
Education
Certificate - Insurance
Remic
North York 01-2025
Some College - Accountant in Business, Management Accounting, Financial Accounting
Global Accountancy College
New Kingston09.2014
LLQP - Insurance
Durham College
Oshawa 04.2025 - 05.2025
Csec Certificate - Principles of business, Office Administration, English Language, Principles of Accounts, Human and Social Biology
Maths Unlimited
06.2014
School Leaving Certificate -
Cedric Titus High School
05.2005
Skills
- Customer services
- Professional
- Personal
- Positive language
- Process development
- Active Listening
- Complaint procedure
- Highly organized
- Customer Engagement
- Relationship building
- Planning & preparation
- Body language
- Telephone techniques
- Managing time
- Pro-active
- Computer Literate
- Computer Savvy
References
- Allied Trucking and Maritime Services Ltd, Ransford Wood, (876) 297-0726, 16b Stillwell Manor Park
- Wynter’s Construction & Maintenance Company, Orlando Wynter, (876) 417-5253, 5 Holborn Road, Kingston
- Kestrel Liner Agencies Ltd, Ruth-Ann Harris, (876) 613-8950/421-2380, 101 First Street, New West Port
- National Parenting Support Commission (NPSC), Kaysia Kerr, (876) 886-4568, 37 Arnold Rd, Kingston
Personal Information
Date of Birth: 02/09/89
Timeline
Life Insurance Advisor
Industrial Alliance
06.2025 - Current
LLQP - Insurance
Durham College
04.2025 - 05.2025
Customer Service- Team Lead
Nature Treats
01.2020 - 09.2021
Associate
Felix in the Springs
09.2017 - 10.2018
Part-time
Wynter's Constructions And Maintenance Company
09.2016 - 03.2017
Assistant teacher
Crystal care
01.2015 - 07.2015
Front Desk Clerk Part-time
Sandy Lane Resort
11.2013 - 02.2014
Owner
OMGVIRGINHAIRJA
03.2013 - 03.2018
Sales Rep part-school
STATE MALL PLAZA
09.2012 - 12.2012
Promotions Part-time
Limelight Beverage Drink
08.2008 - 07.2010
Clergy
NATIONAL YOUTH SERVICE
06.2007
Insurance Advisor—Life, Health, Retirement and Investments
Guardian Life Limited
- Current
Hostess Part-time
Guachos Restaurant
Junior Assistant Bursar
NATIONAL YOUTH SERVICE
Filing Clerk
NATIONAL YOUTH SERVICES
Certificate - Insurance
Remic
Some College - Accountant in Business, Management Accounting, Financial Accounting
Global Accountancy College
Csec Certificate - Principles of business, Office Administration, English Language, Principles of Accounts, Human and Social Biology
Maths Unlimited
School Leaving Certificate -
Cedric Titus High School