Rebecca Nicholas
Oakville,Ontario
Summary
Dynamic insurance agent with a proven track record at PTZ Insurance, achieving a 95.8% QA score. Adept at innovative problem-solving and active listening, I excel in client retention and sales initiatives, leveraging my proficiency in DAX and strong communication skills to foster lasting relationships and drive results.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
PTZ Insurance
01.2025 - Current
- Managed member inquiries, complaints, and product-related issues, maintaining a 95.8% QA score over the last 6 months.
- Researched and resolved account discrepancies and issues.
- Maintained up-to-date product knowledge and ensured adherence to company policies and regulatory requirements.
- Supported client retention and sales initiatives through solution-oriented approaches.
Front Desk Receptionist
Fabutan
Oakville, Ontario
01.2021 - 12.2025
- Greeted and assisted customers with inquiries and service requests.
- Experienced in upselling and cross-selling tanning packages, lotions, and services to maximize revenue.
- Consistently achieve or surpassed monthly sales targets through proactive and strategic sales approaches.
Server/Host
Stack BBQ
Oakville, Ontario
05.2024 - 01.2025
- Provided excellent customer service in a fast-paced dining environment.
- Demonstrated thorough knowledge of menu items, including food, beverages, and specials, to answer guests' questions.
- Ensured that guest preferences and special requests were accommodated to enhance satisfaction.
Seasonal Sales Associate
Holt Renfrew
Mississauga, Ontario
11.2024 - 12.2024
- Facilitated and oversaw high value transaction.
- Interacted directly with clients, embodying the brand and fostering strong relationships.
- Developed and expanded client base through personalized and attentive customer service.
- Provided exceptional customer service and maintained extensive product knowledge.
Education
Advertising
Sheridan College
Mississauga, ON08-2024
Skills
- Professional demeanor
- Strong work ethic
- Active listening
- Communication
- Collaborative team player
- Innovative problem solver
- Proficient in DAX
- Expert in ORCA systems
- Experienced with Talkdesk
- Experienced with Workday
- Skilled in Outlook
Certification
- General Insurance License, Ontario, 03/01/25
- Hootsuite Platform Certification, Hootsuite, 02/01/24
- Social Media Marketing Certification, Hootsuite, 02/01/24
Timeline
Insurance Agent
PTZ Insurance
01.2025 - Current
Seasonal Sales Associate
Holt Renfrew
11.2024 - 12.2024
Server/Host
Stack BBQ
05.2024 - 01.2025
Front Desk Receptionist
Fabutan
01.2021 - 12.2025
Advertising
Sheridan College