SUSAN FLEURY
SHARON,ON
Summary
A trusted employee focused on enabling strong sales by skillfully handling administrative needs. An understanding of the importance of the customer and the need to meet their expectations. A willingness to collaborate as a team but capable of self-monitoring completion of tasks. An organized, detailed individual determined to fully learn new skills.
Overview
36
36
years of professional experience
Work History
SALES SUPPORT COORDINATOR
EMPIRE LIFE INSURANCE COMPANY
07.2019 - Current
- Worked with Account Executives and Regional Sales Associates over multiple teams to enhance the sales experience for advisors through reporting and email campaigns
- Achieved over 100% of targeted sales across three insurance teams in 2023 and one insurance team in 2022 and 2021
- Event preparation, virtually or in person, such as Roadshows (2019 & 2021) and smaller individual Account Executive open house events
- Created and sent Continuing Education Certificates including taking the initiative to learn submission for credit process
- Ordered branded product for shipment to advisors
- Learned new software and taught others how to use it efficiently
- Communicated with multiple departments to ensure task completion
- Reported sales, daily and monthly; analysis of sales numbers to help Account Executives target specific advisors, improve sales, and meet targets
- Assisted Regional Sales Associate to endeavor to close pending business to reach month and annual targets.
ADMINISTRATIVE ASSISTANT/OFFICE MANAGER
FLEURY FINANCIAL
01.2010 - 05.2019
- Managed the modernization of 750 clients to digital files to drive business more efficiently
- Completed client requests and resolved issues satisfactorily through daily phone, email, and fax communication
- Established relationships with insurance companies ensuring desired results for clients and allowing for easy follow up on completion times for client requests
- Researched insurance company product information through online resources and direct communication with insurance company representatives
- Demonstrated successful client retention through acknowledgement of issue and positive solutions provided in a timely manner with an upbeat 'can-do' attitude
- Reviewed client files with advisors - provided guidance on insurance company policy
- Presented difficult client situations to the company representatives with supporting collaboration on generating the best outcomes for the clients
- Prepared illustrations and quotes for client meetings with guidance from advisors
- Managed all new client application processes through to completion in a timely manner and without delay
- Insurance company commissions management for advisors monthly
- Audit of all client paperwork before submission to insurance company to ensure accuracy of information and efficient processing.
BOOKKEEPER, CASHIER
METRO INC.
05.1988 - 12.2009
- Daily and weekly balancing of all financial aspects of all cash registers with weekly sales of over $500,000
- Management of Front-End employees - including weekly scheduling and training of over forty staff of differing ages and experiences
- Customer Service providing results in an efficient manner
- Accounts Payable support through input and weekly balance of all vendor invoices for all departments
- Payroll functions including the review of daily payroll with management and completion of payroll upload for all employees on a weekly basis
- Chaired management meeting to review operation expense budgets, cash flow and employee conflicts
- Participated in regional management meeting soliciting company-wide input and implementation of new ideas, including first use of debit machines and cash counting machine for Brink's pickup.
Education
FELLOWSHIP -
LIFE MANAGEMENT INSTITUTE
01.2015
BACHELOR OF ARTS - PHYSICAL EDUCATION -
YORK UNIVERSITY
01.1995
Skills
- CRM software expertise
- Report Generation
- Attention to Detail
- Organizational Skills
- Analytical Thinking
- Time management abilities
Other Experience
- LEAP Courses (Learn & Evolve Advancement Program) provided by Empire Life. Also participating in Employee Resource Groups for Diversity & Inclusion and Women at Empire.
- Compliance Office for Fleury Financial - fully involved in ensuring that the office was compliant in all aspects of the financial and life insurance industry.
- Assisted in completing the office compliance manual - reviewed by FundEX for mutual fund compliance and passed.
- Member of the Health and Safety team at Metro - providing employees with correct use of products and procedures to ensure a safe work environment.
System Knowledge
- Microsoft Office
- Gmail and Google Business Workspace
- Zoom, Arkadin
- Microsoft Power Bi
- Microsoft Dynamics CRM
- Salesforce
References
- Laura Madsen, CIBC Estate Planning Assistant, laura.madsen@cibc.com, 647-354-7463
- Karen Hodge, Staff Sargent, York Regional Police, 1014@yrp.ca, 905-505-1904
- Leanne Teixeira-Sousa, Team Lead, Industrial Alliance, leanne.teixeira@hotmail.com, 705-790-6235
Timeline
SALES SUPPORT COORDINATOR
EMPIRE LIFE INSURANCE COMPANY
07.2019 - Current
ADMINISTRATIVE ASSISTANT/OFFICE MANAGER
FLEURY FINANCIAL
01.2010 - 05.2019
BOOKKEEPER, CASHIER
METRO INC.
05.1988 - 12.2009
FELLOWSHIP -
LIFE MANAGEMENT INSTITUTE
BACHELOR OF ARTS - PHYSICAL EDUCATION -
YORK UNIVERSITY
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