Experienced Insurance Specialist and capabilities coach successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Client-centered and dedicated to customizing insurance programs to suit individual customer needs. Energetic and communicative professional with 4 years of Hands-On experience in customer service roles.
• Deliver one-on-one and group coaching Sessions to improves advisor capability and confidence
• Identify performance trends and development opportunities using data-driven insights
• Collaborate with team leaders and managers to align coaching plans with business goals.
• Facilitate skill-building sessions and support learning initiatives across the business
• Provide real-time feedback to help advisors improve customer conversations and outcomes
• Champion a positive and inclusive team environment rooted in growth and trust.
• Support onboarding and development of new hires to ensure early success
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Other Than Life(OTL)
Insurance Agent Licensing in Ontario