Roger Yu
Ancaster,ON
Summary
Life insurance professional equipped to drive strategic growth and deliver exceptional client solutions. Demonstrates expertise in client relationship management, risk assessment, and policy recommendations. Strong focus on team collaboration and adapting to changing needs. Known for reliability, customer-centric approach, and achieving impactful results.
Immigration professional with robust experience in client consultation and navigating complex legal frameworks. Skilled in case management, document preparation, and regulatory compliance. Strong focus on team collaboration and delivering results. Adaptable and reliable, with client-centered approach that ensures successful outcomes.
Experienced with developing and executing marketing strategies that drive business growth. Utilizes data-driven insights to enhance brand positioning and market reach. Track record of fostering collaborative team efforts and achieving measurable results.
Overview
11
11
years of professional experience
Work History
Business Development Officer
CAAC Education Consolting Ltd.
03.2022 - 02.2025
- Established strong relationships with key industry influencers, leveraging their networks for increased brand exposure.
- Optimized digital marketing efforts through analytics-driven adjustments, enhancing online presence and engagement rates.
- Expanded customer base by identifying new target markets and tailoring promotional efforts accordingly.
- Managed budgets for multiple projects, allocating resources effectively for optimal return on investment.
- Evaluated campaign metrics regularly to identify areas requiring improvement or optimization; implemented necessary changes in a timely manner to ensure that marketing efforts remained on track for success.
- Increased market share through the development of strategic partnerships and collaborations.
- Implemented customer retention programs focused on nurturing long-term relationships and encouraging repeat business.
- Boosted customer satisfaction ratings, increased client retention, grew market share and decreased lag time by implementing process improvements.
Immigration Services Officer
EasyCan Business Consolting Ltd.
06.2015 - 02.2022
- Maintained up-to-date knowledge of immigration laws and policies to provide accurate advice to clients.
- Conducted comprehensive interviews with clients to gather necessary information for case evaluations and strategy development.
- Advised clients on visa eligibility with thorough assessments of their unique situations.
- Assisted clients in compiling supporting documentation, improving the quality of applications submitted.
- Identified potential issues and concerns and proactively escalated to manager to reduce barriers.
- Built effective relationships with business partners to facilitate immigration program activities.
- Managed a diverse caseload, prioritizing tasks efficiently to meet strict deadlines and maintain client satisfaction.
- Mentored junior consultants, sharing expertise and best practices in immigration consultancy services.
Insurance Agent
State Farm Insurance Inc
11.2013 - 05.2015
- Identified and solicited sales prospects in agency databases.
- Conducted research and identified market trends to develop better strategies for sales.
- Utilized various marketing tools such as social media, email campaigns, and networking events to attract new clients and expand customer base.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Organized informative seminars and presentations for potential clients, generating new leads and increasing overall sales.
- Conducted comprehensive financial needs assessments for clients, leading to personalized policy recommendations that met their specific objectives.
- Provided exceptional customer service by promptly responding to client inquiries, addressing concerns, and resolving issues.
- Collaborated with underwriting team to expedite policy approvals, delivering quick turnaround times for clients while maintaining strict adherence to industry guidelines.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Bachelor of Science - Business Economics
University of Toronto
Mississauga, ON04-2013
Skills
- Positive interpersonal skills
- Proficient in customer relations
- Post-interaction follow-up
- Experienced negotiator
- Persuasion techniques
- Effective sales closing
- Fostering connections
- Collaborative teamwork
- Variable availability for tasks
Languages
English
Chinese (Mandarin)
Korean
Interests
- Gardening
- Playing Sports
- Swimming
- Music
- I have a passion for photography and editing photos
- Engaging in food photography and sharing culinary creations on social media
- Wine Tasting
- Auto Repair/Restoration
- Strategy Games
- Fundraising Events
- Participating in fundraising events to support local charities, schools, or community projects
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Enjoy creating and following travel blogs and vlogs
Timeline
Business Development Officer
CAAC Education Consolting Ltd.
03.2022 - 02.2025
Immigration Services Officer
EasyCan Business Consolting Ltd.
06.2015 - 02.2022
Insurance Agent
State Farm Insurance Inc
11.2013 - 05.2015
Bachelor of Science - Business Economics
University of Toronto
Similar Profiles
JULIA MERLINJULIA MERLIN
Study Director (Statistician); GS-1530-13-05 at Department of Education, Institute of Education Sciences, National Center for Education Statistics (NCES)Study Director (Statistician); GS-1530-13-05 at Department of Education, Institute of Education Sciences, National Center for Education Statistics (NCES)
MD ZAHIDUL HUDAMD ZAHIDUL HUDA
Lecturer in Economics at B.C.S. (General Education), Ministry of EducationLecturer in Economics at B.C.S. (General Education), Ministry of Education
Tara LawleyTara Lawley
Branch Chief (Supervisory Statistician) at National Center for Education Statistics, US Department of EducationBranch Chief (Supervisory Statistician) at National Center for Education Statistics, US Department of Education