Sheena Eager
Bright's Grove,Ontario
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Driven team player with 15 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
20
20
years of professional experience
1
1
year of post-secondary education
Work History
Server
Dockside
05.2022 - Current
- Cultivated warm relationships with regular customers.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Bussed and reset tables to keep dining room and work areas clean.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
Server
Stokes Inland
06.2021 - 07.2022
- Cultivated warm relationships with regular customers.
- Bussed and reset tables to keep dining room and work areas clean.
- Used slow periods to restock supplies, ice, trays and delivery bags.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
- Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
- Quickly and clearly communicated dining orders to kitchen staff, directing attention to special requests or dietary restrictions.
Daycare Owner/DaycareOwner/Operator Manager
Shiane's Smart Fox Academy
10.2018 - 09.2021
- Reconciled daily sales, returns and financial reports in QuickBooks.
- Maintained accurate accounting of tuition and operating reports.
- Maintained high-quality child care standards based on developmentally appropriate practices.
- Oversaw safety requirements, inspection and certification procedures to facilitate annual licensing review.
- Attended professional meetings and conferences to maintain and improve professional competence.
- Hired and mentored well-qualified job applicants for teaching and support staff roles, boosting program success in only 3 months.
Server
East Side Mario's
08.2015 - 12.2016
- Cultivated warm relationships with regular customers.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
- Printed dining checks with total due, collected payment and offered receipts to complete transactions.
- Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems.
Financial Advisor
Scotiabank
01.2014 - 08.2015
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
Banking Officer
Bank Of Montreal
09.2012 - 01.2014
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Identified customer financial service needs to prepare proposals and sell services.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Consultant
Investors Group
11.2011 - 09.2012
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Established and deepened existing client relationships through complex financial planning.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Customer Service Representative
State Farm Insurance
04.2007 - 11.2011
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services and company information.
- Cultivated customer loyalty, promoted repeat business and improved sales.
- Investigated and resolved customer inquiries and complaints quickly.
Insurance Sales Representative
The Co-Operators
02.2005 - 04.2007
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Maintained detailed records of customer information and policy sales.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Connected with prospective clients to set appointments.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Identified and solicited sales prospects in agency databases.
Healthy Living Coordinator
SLNFC
10.2024 - Current
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Gathered and organized materials to support operations.
- Boosted team morale and productivity by organizing team-building activities and maintaining open-door policy for feedback and concerns.
- Coordinated logistics for large-scale events, significantly reducing setup times and eliminating scheduling conflicts.
- Organized spaces, materials and catering support for internal and client-focused meetings.
Education
Diploma - Journalism
Niagara College
WellandNo Degree - Mutual Fund License
FSCO
TorontoSmart Serve
Life Insurance
Life Insurance License
LondonFinancial Services And Insurance
General Insurance License
London, ONWHMIS/Food Handler Safety
2017
Social Service Worker - Social Work
Lambton College
Sarnia 09.2023 - Current
Skills
- Quality Control
- Sales Expertise
- Stocking and Replenishing
- Cash Handling
- High-Volume Dining
- Investment Advising
- Business Development
- Financial Knowledge
- Stock Market Understanding
- Making Insurance Decisions
- Risk Assessment
Certification
- First Aid Certification
- CPR/AED Certification
Affiliations
- Lambton College
Certificates
Certificates of Completed Learning
Timeline
Healthy Living Coordinator
SLNFC
10.2024 - Current
Social Service Worker - Social Work
Lambton College
09.2023 - Current
Server
Dockside
05.2022 - Current
Server
Stokes Inland
06.2021 - 07.2022
Daycare Owner/DaycareOwner/Operator Manager
Shiane's Smart Fox Academy
10.2018 - 09.2021
Server
East Side Mario's
08.2015 - 12.2016
Financial Advisor
Scotiabank
01.2014 - 08.2015
Banking Officer
Bank Of Montreal
09.2012 - 01.2014
Consultant
Investors Group
11.2011 - 09.2012
Customer Service Representative
State Farm Insurance
04.2007 - 11.2011
Insurance Sales Representative
The Co-Operators
02.2005 - 04.2007
Diploma - Journalism
Niagara College
No Degree - Mutual Fund License
FSCO
Smart Serve
Life Insurance
Life Insurance License
Financial Services And Insurance
General Insurance License
WHMIS/Food Handler Safety
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