Nicole Gilchrist
Bath
Summary
Dynamic professional with developing experience as a Life Insurance Agent at American Income Life, excelling in consultative sales and client needs analysis. Proven track record in delivering tailored insurance solutions, and generating referral business through effective communication and problem-solving. Skilled in Microsoft Office, fostering team harmony, and enhancing workplace culture. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
American Income Life
Remote
07.2024 - Current
- Pursued continued professional development through insurance workshops, course and webinars.
- Conducted thorough needs analysis to recommend appropriate life insurance products.
- Delivered tailored recommendations based on client evaluations conducted over Zoom.
- Educated clients on various types of life insurance policies available in the market.
- Completed detailed applications and ensured accuracy of client information.
- Achieved repeat business and referrals through personalized services.
Career Break, Health and Well Being
Grande Prairie
11.2023 - Current
- During my career break, I have been exploring work in the non-profit sector
- To that end, I have taken courses that focus on:
- Time management
- Relationship building
- Fundraising
- Non-profit management
Dental Office Manager
Dentistry on 43
Beaverlodge
08.2021 - 10.2023
- Responded to patient queries and concerns to resolve issues per company policies and procedures, healthcare regulations, and dental board standards
- Planned and led team meetings to review business results and communicate new and ongoing priorities
- Coordinated execution and improvement of daily dental office practices
- Hired, trained, and monitored new office employees and took corrective action when necessary
- Evaluated individual and team business performance and identify opportunities for improvement
- Organized team activities to build camaraderie and foster pleasant workplace culture
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback
Administrative Assistant
South 40 Dental
Grande Prairie
07.2018 - 03.2019
- Responded effectively to sensitive inquiries or complaints
- Answered phone calls and emails to provide information, resulting in effective business correspondence
- Prepared new patient files and update existing records with new personal, insurance, and medical information
- Checked patients in and out, verified insurance, and collected payments to keep business administrative and financial records current
- Implemented a hygiene recall system to maintain a patient base
- Gained a reputation for excellence in customer service
Education
HLLQP - Financial Services
Remic
Remote07-2024
Diploma - Dental Hygiene
Algonquin College
Ottawa, ON04.2004
Skills
- Team leadership
- Understanding of insurance policies
- Consultative sales approach
- Lead generation through referrals
- Life insurance sales
- Effective verbal communication
- Client needs analysis
- Problem Resolution
- Proactive team member
- Skilled in Microsoft Office applications
- Business Analysis and Reporting
Certification
- Office Manager Development, Optimize Dental, 02/01/23, 06/30/23
- Life Insurance and Accident and Sickness Licenses in Alberta, 2024 to 2025
Volunteer Experience
Digital Marketing Specialist, Gift From The Heart Charity, Remote
Timeline
Life Insurance Agent
American Income Life
07.2024 - Current
Career Break, Health and Well Being
11.2023 - Current
Dental Office Manager
Dentistry on 43
08.2021 - 10.2023
Administrative Assistant
South 40 Dental
07.2018 - 03.2019
HLLQP - Financial Services
Remic
Diploma - Dental Hygiene
Algonquin College
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