Sean Nithin James
Waterloo
Summary
Committed person-centered advisor with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Travel Insurance Advisor
Allianz Global Assistance
10.2024 - 03.2025
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person .
- Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
- Stayed up-to-date with industry trends and regulations, ensuring accurate and relevant advice provided to clients.
Team Leader/Financial Service Advisor
CI-Assante Wealth Management Toronto, Ontario
07.2023 - 09.2024
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
- Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
Recreation Therapist
Lakeridge Health
08.2022 - 07.2023
- Collaborated with interdisciplinary teams for comprehensive patient care and improved treatment outcomes.
- Developed schedules of activities and community outings to create expressive outlets for residents.
- Educated patients on creating positive coping skills and healthy personal goals through leisure and recreation modalities.
- Facilitated individual and group recreation therapy sessions to promote independent community-based recreation.
- Recorded and monitored patient progress to document responses to therapy.
- Supervised and directed student volunteers to provide assistance in implementing, planning and leading therapeutic activities.
- Used EPIC and MDS RAI software to manage care plans and document data for long- and short-term residents.
- Interviewed and surveyed 10-20 residents to learn interests and talents.
- Managed daily operations of the recreation therapy department, ensuring efficient use of resources and adherence to regulatory standards.
Recreation Therapist
Cedarbrook Lodge Retirement Home
07.2021 - 09.2022
- Educated patients on creating positive coping skills and healthy personal goals through leisure and recreation modalities.
- Facilitated individual and group recreation therapy sessions to promote independent community-based recreation.
- Recorded and monitored patient progress to document responses to therapy.
- Supported office staff during busy times by answering telephone calls and emails, photocopying and faxing.
- Liaised with 3 to 4 healthcare professionals on a daily basis to assess residents' needs, progress and well-being.
- Evaluated program effectiveness through consistent data collection methods like surveys or focus groups.
- Improved patient participation by adapting activities based on their interests, preferences, strengths, and limitations.
- Maintained accurate records of patient progress through regular documentation and evaluation of therapeutic interventions.
- Conducted research on emerging trends in recreation therapy, staying current with industry best practices and integrating innovative approaches into daily practice.
- Documented overall well-being of residents and progress to evaluate activities for enjoyment and efficacy.
Education
MBA - Finance
Wilfrid Laurier Lazaridis School of Business
Waterloo, ON05-2026
Bachelor of Arts - Therapeutic Recreation
Seneca College of Applied Arts And Technology
King City, ON05-2021
Skills
- Goal-oriented mindset
- Data interpretation
- Policy analysis
- Claims management
- Client needs analysis
- Customer service
- Client relations
- Operations management
Certification
Certified Cyber Security 2024
CompTI, Toronto, Ontario
Certified CompTIA Security+ 2021
CompTIA, Toronto, Ontario
Junior QA and Security Analyst Program 2021
NPower Canada, Toronto, Ontario
Timeline
Travel Insurance Advisor
Allianz Global Assistance
10.2024 - 03.2025
Team Leader/Financial Service Advisor
CI-Assante Wealth Management Toronto, Ontario
07.2023 - 09.2024
Recreation Therapist
Lakeridge Health
08.2022 - 07.2023
Recreation Therapist
Cedarbrook Lodge Retirement Home
07.2021 - 09.2022
MBA - Finance
Wilfrid Laurier Lazaridis School of Business
Bachelor of Arts - Therapeutic Recreation
Seneca College of Applied Arts And Technology
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