Knowledgeable insurance representative promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Customer Service Officer
PetYellow Canada
Toronto, Ontario
09.2024 - Current
Handled customer inquiries received through digital platforms, adhering to set protocols and timeframes.
Engaged in conversations with customers to resolve issues and answer product-related questions efficiently.
Optimized workflow through the effective use of various software and tools.
Proposed various improvements for better training resources and operational procedures.
Insurance Advisor
Bertie and Clinton Mutual Insurance Company
Welland, Ontario
09.2020 - 08.2024
Informed clients about a range of insurance policy options and coverages.
Collaborated with underwriters to secure precise and prompt delivery of new business and policy amendments.
Maintained detailed documentation of client interactions, policy changes, and financial issues.
Achieved customer loyalty and referrals with accessible and personalized service.
Attended industry-related events to establish connections and expand my client base.
Maintained up-to-date knowledge on industry trends, products, and regulations by engaging in ongoing education.
Strength and Conditioning Coach
Women's Para Hockey Canada
09.2019 - 09.2020
Implemented structured warm-up and cool-down sequences for team events.
Set new goals for athletes during scheduled meetings focused on current performance.
Analyzed the physical abilities of athletes and developed customized training plans to enhance balance, endurance, flexibility, mobility, posture, speed, and strength.
Personal Trainer
Kinetic Synergy
Welland, Ontario
04.2014 - 03.2020
Assessed endurance, flexibility, and strength to evaluate current fitness levels.
Supported clients in establishing achievable short-term and long-term fitness goals based on their current status.
Maintained comprehensive documentation of clients' assessment outcomes and fitness plans.
Highlighted importance of safety, technique, and correct form in movement instructions.
Conducted research on new equipment and training methods to stay current with industry standards.
Cultivated lasting connections with clients, leading to increased business referrals.
Infantryman
Canadian Armed Forces
10.2018 - 10.2019
Ensured proper tracking of assigned personnel and assets.
Trained diligently on gym equipment and obstacle courses, achieving combat resilience.
Handled communication systems to maintain efficient field operations.
Completed marksmanship training with diverse weapon systems, and achieved proficiency.
Incorporated simulation exercises to improve response strategies.
Effectively navigated diverse environmental and stress factors during training exercises.
Education
Some College (No Degree) - Fitness And Health Promotion
Niagara College Canada
Welland, ON
04-2014
Skills
New client acquisition
Client account management
Client retention
Upselling
CRM software
Certification
Alberta Insurance Council Level 1 General Insurance Agent
Insurance Council British Columbia General License - Individual Salesperson Level 1
Insurance Council of Manitoba - General Insurance Agent
Estate and Funeral Preplanning Advisor at TruStage Life of Canada (Canada Purple Shield)Estate and Funeral Preplanning Advisor at TruStage Life of Canada (Canada Purple Shield)