Dedicated Life Insurance Assistant with strengths in customer service and policy analysis. Demonstrated ability to enhance client satisfaction through efficient application processing and effective communication.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Life Insurance Assistant
Ratehub Canada
06.2026 - Current
Assisted in processing insurance applications and renewals efficiently.
Conducted policy reviews to ensure compliance with company standards.
Supported clients by answering inquiries and providing accurate information.
Maintained organized records of client interactions and documentation.
Sales Representative/Sales Brand Ambassador
A&A Merchandise
02.2026 - 07.2026
Engaged customers through effective communication, fostering positive relationships and enhancing sales opportunities.
Assisted in identifying customer needs, providing tailored product recommendations to improve satisfaction.
Supported inventory management by tracking stock levels and coordinating replenishment efforts with the team.
Processed transactions accurately using point-of-sale systems, ensuring efficient checkout experiences for customers.
Life Insurance Assistant
WFG, World Financial Group
04.2024 - 01.2026
Assisted clients in selecting appropriate insurance products based on individual needs and preferences.
Processed policy applications and renewals, ensuring compliance with company standards and regulations.
Responded to client inquiries promptly, enhancing customer satisfaction through effective communication.
Maintained accurate records of client interactions and transactions using CRM software to support operational efficiency.
Customer Service Representative
Teleperformance
05.2023 - 06.2024
Resolved customer inquiries through effective communication and problem-solving techniques.
Managed high-volume call queues while maintaining positive customer interactions.
Collaborated with cross-functional teams to enhance service delivery processes.
Documented customer interactions accurately in CRM systems for future reference.
Medical and Life Insurance Producer/Proprietor at Quartz Mountain Insurance ServicesMedical and Life Insurance Producer/Proprietor at Quartz Mountain Insurance Services