Providing solutions and counsel to new and existing TD Insurance clients in meeting their needs with the right home and auto insurance coverage.
Customer Obsessed - Achieving results while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time.
My performance for the year 2023 was 132% and 2024 YTD 139%.
Compliance 100% for the year 2023 and YTD 2024.
Team Subject Matter Expert (SME) for Compliance.
Program Ready Trainer
Concentrix Technologies
Halifax, NS
11.2020 - 09.2021
Effectively facilitate new hire training sessions for an American financial institution, both in-class and via the WebEx training platform.
Deliver comprehensive training materials covering technical, customer service, and sales accounts through a blend of classroom instruction, hands-on demonstrations, and engaging activities. Utilize diverse training delivery methods to accommodate different learning styles and adult learning principles.
Conduct assessments and playbook observations to evaluate associate performance and provide constructive feedback.
Support colleague transition from training to production environments, ensuring competency aligns with business requirements.
Collaborate with the training manager to foster a positive learning culture, identifying opportunities for curriculum development and enhancement.
Financial Service Representative
Concentrix Technologies
Dartmouth, NS
11.2019 - 10.2020
Managed a high volume of customer inquiries, promptly evaluating and responding to ensure customer satisfaction.
Authenticated customers in accordance with company policies, executing maintenance tasks on bank accounts including card and check orders, address changes, dispute resolutions for fraudulent transactions, stop payments, and ATM/Debit card management.
Maintained up-to-date product knowledge to effectively recommend alternative banking products tailored to customer needs, facilitating referrals to appropriate departments.
Demonstrated efficiency in completing customer requests while minimizing average handle time, ensuring smooth call flow and fostering customer loyalty.
Sales Associate
IM-Medical Services
Brampton, ON
05.2018 - 09.2019
Successfully achieved weekly and monthly sales targets within a dynamic and fast-paced environment.
Demonstrated exceptional product knowledge to assist customers in selecting the most suitable products for their needs.
Cultivated enduring relationships with both new and existing clientele to ensure consistent sales.
Education
Bachelors of Commerce
York University
Toronto, ON
12-2024
Saint Mary’s University
Halifax, NS
01-2022
Taxation
Athabasca University
Athabasca, AB
01-2020
Business Administration, Accounting
Sheridan College
Mississauga, ON
2019
Accomplishments
Excellent written and verbal communication skills.
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Experienced in filing T1 returns using Profile & Visual Tax Software.
Insurance Advisor / Investigations – First Response Centre (Special Assignment) at TD InsuranceInsurance Advisor / Investigations – First Response Centre (Special Assignment) at TD Insurance