Summary
Overview
Work History
Education
Skills
Timeline
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Sarah McLean

Innisfil,ON

Summary

Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks, handling client files, inbound and outbound sales and support. Responsible, punctual and productive professional when working with little to no supervision.

Overview

17
17
years of professional experience

Work History

Licensed Insurance Sales Representative

Desjardins Insurance
02.2018 - Current
  • Full licensed OTL and LLQP
  • Met and exceeded sales goals for home, auto and life insurance.
  • Managed a portfolio of multiple accounts, ensuring timely premium payments and policy renewals.
  • Monitored customer feedback and identified areas of improvement.
  • Analyzed customer needs to provide customized insurance solutions.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.


Small Business Sales Consultant

Aditya Birla Minacs - American Express
05.2012 - 09.2015
  • Promoted American Express rewards card programs for small business owners
  • Established close relationships with new small business prospects.
  • Achieved or exceeded company-defined sales quotas.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Recorded accurate and efficient records in customer database.
  • Provided exceptional customer service, building strong relationships with clients and earning repeat business.

Store Manager

Reitmans - Penningtons Division
09.2006 - 02.2012
  • Developed and implemented successful staff incentive programs to motivate employees.
  • Assisted with hiring, training and mentoring new staff members.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Oversaw loss prevention efforts, minimizing shrinkage by implementing effective security measures and training staff on proper procedures.
  • Fostered a positive work environment by cultivating strong relationships between team members through team-building activities and consistent recognition of individual achievements.
  • Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.

Education

LLQP License -

Humber College
Toronto, ON
02.2019

OTL License -

Insurance Learning Solutions
Toronto, ON
07.2018

Certificate - Personal Support Worker

Durham Continuing Education
Oshawa, ON
09.2005

Skills

  • Critical Thinking
  • Account Management
  • Lead Development
  • Customer Retention
  • Client Relations
  • Problem-Solving
  • Payment Processing
  • Microsoft Office
  • Data Entry

Timeline

Licensed Insurance Sales Representative

Desjardins Insurance
02.2018 - Current

Small Business Sales Consultant

Aditya Birla Minacs - American Express
05.2012 - 09.2015

Store Manager

Reitmans - Penningtons Division
09.2006 - 02.2012

LLQP License -

Humber College

OTL License -

Insurance Learning Solutions

Certificate - Personal Support Worker

Durham Continuing Education

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Sarah McLean