Sandra Spooner
Toronto
Summary
Dynamic insurance and benefits consultant with over five years of experience in the financial services sector at two of Canada’s leading insurance providers (Canada Life and Manulife). Driven by service excellence, relationship building and exceeding expectations in demanding and fast paced working environments. Extensive experience in employee benefits and savings plans, complemented by a strong foundation in insurance, sales and financial planning. Committed to leveraging industry knowledge to enhance client satisfaction through personalized service and strategic advice.
Overview
17
17
years of professional experience
Work History
Health and Wealth Consultant (LLQP)
Canada Life Assurance Company
Toronto
01.2022 - Current
- Specializing in product knowledge, sales, and providing ongoing support to clients on a variety of products, including group benefits, life, accident, critical illness, and individual health, and dental insurance.
- Exceeding sales targets, retaining clients, and bringing new business opportunities to a close by cultivating strong client relationships and recommending appropriate solutions to suit evolving insurance needs and financial goals throughout the stages of life.
- Providing personalized virtual and in-person education, service, and retirement and investment guidance for employees enrolled in and exiting group benefits plans.
- Maintenance and accountability for provincial licensing for LLQP on an ongoing basis.
Volunteer
St. Andrews Lutheran Latvian Church
Toronto
02.2008 - Current
- Prepare and deliver care packages to the homeless -- but more importantly, interact with the homeless by saying hello, asking about their day and acknowledging them
Client Account Representative
Manulife Financial
Toronto
01.2018 - 01.2022
- Delivered professional customer service to clients of Manulife's group retirement and savings business unit, offering a variety of finance, investing and retirement-savings products
- Acted as the first point of contact to a client base of over 200 plan fiduciaries, financial advisors, third party administrators as well as plan participants as required
- Interacted with clients over the phone in a live support environment as well as through email, while collaborating with internal departments to ensure an exceptional service experience
- Accountable for exceeding service quality and productivity standards with high daily volume targets
- Used a variety of databases and applications for accurate processing of financial transactions
Client Services
Wyndham Vacation Ownership
Whistler
05.2017 - 10.2017
- Strived to deliver the best customer service for all onsite guests as well as increase re-bookings and overall satisfaction rates by marketing promotions and guest loyalty programs
- Processed reservations resolved complaints and delivered concierge services for all onsite guests including organizing group activities, booking services and providing recommendations
Education
Life Insurance and A&S Insurance Agent -
Financial Services Regulatory Authority of Ontario
Toronto01.2022
Mental Health First Aid Certificate
Mental Health Commission of Canada
Toronto01.2022
Certificate
Institute For Advancements in Mental Health
Toronto01.2017
Honors B.A. - Sociology and French
Wilfrid Laurier University
Waterloo01.2014
Skills
- Service Excellence
- Relationship building
- Consultative sales
- Financial planning
- Group benefits
- Insurance products
- Investment management
- Client account management
- Analytical Problem-Solving
Professional Overview
Over 15 years of customer service experience, including the past 5 years specializing in the financial services industry at two of Canada's leading insurance providers. My roles have encompassed client account management, retirement and financial guidance, group benefits as well as life, critical illness, and health and dental insurance sales.
Languages
French
Limited
Timeline
Health and Wealth Consultant (LLQP)
Canada Life Assurance Company
01.2022 - Current
Client Account Representative
Manulife Financial
01.2018 - 01.2022
Client Services
Wyndham Vacation Ownership
05.2017 - 10.2017
Volunteer
St. Andrews Lutheran Latvian Church
02.2008 - Current
Life Insurance and A&S Insurance Agent -
Financial Services Regulatory Authority of Ontario
Mental Health First Aid Certificate
Mental Health Commission of Canada
Certificate
Institute For Advancements in Mental Health
Honors B.A. - Sociology and French
Wilfrid Laurier University
Similar Profiles
Ajitesh SandhuAjitesh Sandhu
Customer Service Specialist at Canada Life Assurance CompanyCustomer Service Specialist at Canada Life Assurance Company
FLORY-ANN DELA CRUZFLORY-ANN DELA CRUZ
Enrolment Processor- Business Admin Solutions at Canada Life Assurance CompanyEnrolment Processor- Business Admin Solutions at Canada Life Assurance Company
Kelele MandakuKelele Mandaku
Customer Relations Specialists at Canada Life Assurance CompanyCustomer Relations Specialists at Canada Life Assurance Company