Rosanne Pino

Regional Service Agent focused on enhancing organizational efficiency and customer satisfaction. Extensive background in administrative support with expertise in schedule coordination and documentation management. Proficient in executing financial transactions with precision and confidentiality.

• Updated billing statements for clients to make sure client’s are up to date with their payments.
• Fulfilled requests from underwriters and licensed agents on what is required to send to the client and/or the lienholder with their policy.
• Knowledge of enrolling clients to the Desjardins Ajusto program which is adding discounts to their policy based on driving history
• Worked daily with clients and team members over phone, email, and videoconferencing to complete tasks and assist each other.
• Trained new team members and also colleagues from other departments on back office procedures and protocols.
• Adapted to change when company merged departments which suddenly changed daily routines.
• Very organized by arranging memos on up to date info for team and maintaining a filing system for confidential client information.
• Earned a reputation as being a leader on the team by multitasking when working with the needs of a diverse clientele and by completing month end accounting procedures when senior management was unavailable.
• Comfortable working independently by setting priorities, maintaining calendars, arranging meetings and coordinating appointments.

• FSRA -Other than Life Insurance license obtained to sell and work with auto and home policies.
• Successfully converted over 20,000 CIBC policies to Desjardins and The Personal policies in 2021.
• Team member on Desjardins’ TAG (anti theft device) project in 2023. My part on the team was to assist clients and update their policies with an anti- theft tracker in their vehicle.