Tatjana Stepan
Summary
An Experienced Customer Service and Sales Team Professional with a Friendly smile and a "CanDo" Attitude, ready to share and learn new experiences. Very excited to have this opportunity which is in line with my work/life experience and skills. I am a Responsible and Personable people person and a great communicator resulting in excellent customer service, I am skilled in overcoming client objections resulting in loyal clients who trust what I advise or suggest. I Enjoy meeting all types of Diverse People/Cultures using various Styles of Communication by adapting to each individual. I have Many years of experience in Retail Sales/Service in Banking from CSR to Personal Banking always using needs based sales /service techniques, which resulted in a nomination as Brand Ambassador. Most recent my experience in the insurance industry allowed me to help clients gain peace of mind to the hard question of "what if" I am looking to branch out where I can add value to make peoples lives easier in anyway I can. I would like to bring a smile to someone's day and give them peace of mind. My background in management includes loss prevention and training staff in various business areas which have resulted in quarterly sales targets. I can offer value through adaptability, problem solving , reliable work ethic independently and a team setting, I am skilled to provide leadership by prioritizing tasks always follow compliance, policies and procedures. always keeping up with technology, continues learning is everyday life for me. If selected, please reach me at : 204-698-1923 leave a message please. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent - AUTOPAC
Westland Insurance Group
03.2022 - 07.2023
- I advised/explained features and advantages/disadvantages of various policies to promote sales of insurance plans
- Provided quotes, analyzed clients current insurance polices ask for business helped team members with transaction on policy payments and changes to policies, responsible for administrative activities for personal lines, answering both auto and personal lines calls, emails, I sell travel insurance such as Blue Cross
- I worked on a Ring Central program to answer in and out going calls, transfer to appropriate departments on a continuous daily basis
- Most importantly I have successfully helped loyal clients transition to the new brand from a small company to corporate environment, resulting in a high percentage of retention.
SENIOR CUSTOMER SERVICE
CIBC (CANADIAN BANK OF COMMERCE)
01.2008 - 12.2021
- Customer service officer front line - ability to de-escalate irate clients resulting in repeat loyal clients by active listening having empathy and critical problem-solving skills
- Maintain proper security and control of private client information or cash boxes, ensuring loss prevention systems and procedures are always in place
- Complete various customer requests on several computer program in financial and retail transactional settings accurately, prioritizing daily tasks which allow me to multitask in a timely fashion.
ATM TECHNITION
LOOMIS ARMORED CAR (KNOWN NOW AS GS4)
01.1997 - 12.2000
- Cash Management of all ATM bank machines daily balancing/shipping and receiving
- Coding ATM for Y2K, troubleshooting repair and maintenance
- Secure safety of deposits
- Hire and train employees resulting in zero losses.
Education
CAIB 1
IBAM
Winnipeg, MB03.2022
AEC / DEP or Skilled Trade Certificate - Information Security
Commissionaire
Winnipeg, MB09.2021
DCS / DEC - BUSINESS ADMINISTRATION, Organizational behavior and Communications.
Institute of Canadian Bankers at U of W
Winnipeg, MB09.1997
AEC / DEP or Skilled Trade Certificate - Investments Funds in Canada
Institute of Canadian Bankers
Winnipeg, MB03.1997
Skills
- Active listening with empathy, confirmation of understanding, friendly, respectful, professional
- Stress Management- trained to deescalate resulting is loyal clients and referrals, always trouble shooting, meeting sales targets on regular basis
- Continuous learning always learning products and services
- Can- do, attitude, open minded to constructive feed back, trainable
- Need based selling features and benefits, I respect office procedures
- Problem solver, always thinking ahead
- Adaptability
- I can work alone or in a team, critical thinker help save time and money learning from others
- Cold Calling
- Shipping & Receiving
- Pricing
- Upselling
- Retail Management
- Retail Sales
- Store Management Experience
- Cash Handling
- Microsoft Office
- Leadership
- POS
- Merchandising
- Inventory Control
- Loss Prevention
- Supervising Experience
- Assistant Manager Experience
- Sales Management
- Recruiting
- Customer Service
- Serving Experience
- Administrative Experience
- Conflict Management
- Account Management
- Organization
- Negotiation
- Planograms
- Management
- Communication skills
- Time management
- Filing
- Data entry
- English
- Windows
- Computer skills
- Analysis skills
- Typing
- Financial services
- Insurance Sales
- Microsoft Outlook
- Critical Thinking
- Dependable and Responsible
- Multitasking Abilities
- Problem Resolution
- Organization and Time Management
- Self-Directed
- First Aid/CPR
- Organizational Skills
- MS Office
- Networking
- Team Building
- Supervision and Leadership
- Research
- Time Management
- Analytical and Critical Thinking
- Verbal Communication
- Written Communication
Certification
- First Aid & CPR/AED level C, Canadian Red Cross, 08/01/24
- Master of Negotiations, Management Performance Centre, Present
- Investment Funds in Canada, Present
- Non Violet Strategies for Managing Crises Situations, COMMISSIONAIRES MANITOBA, 12/01/24
- Security and Customer Service, Dealing with Difficult People, COMMISSIONAIRES of Manitoba, Present
- Active Shooter, COMMISSIONAIRS OF MANITOBA, Present
- LETTER of ACCOMLISHMENT - INSTITUTE OF CANADIAN BANKERS, Present
- CPR Certification
Additional Information
CAIB insurance member employer sponsored continuous education.
Groups
Insurance institute of canada
Languages
English
Native or Bilingual
Timeline
Insurance Sales Agent - AUTOPAC
Westland Insurance Group
03.2022 - 07.2023
SENIOR CUSTOMER SERVICE
CIBC (CANADIAN BANK OF COMMERCE)
01.2008 - 12.2021
ATM TECHNITION
LOOMIS ARMORED CAR (KNOWN NOW AS GS4)
01.1997 - 12.2000
CAIB 1
IBAM
AEC / DEP or Skilled Trade Certificate - Information Security
Commissionaire
DCS / DEC - BUSINESS ADMINISTRATION, Organizational behavior and Communications.
Institute of Canadian Bankers at U of W
AEC / DEP or Skilled Trade Certificate - Investments Funds in Canada
Institute of Canadian Bankers
Similar Profiles
Jason WatsonJason Watson
Digital Sales Advisor at Westland Insurance Group (Sears Insurance)Digital Sales Advisor at Westland Insurance Group (Sears Insurance)
Kelly CraigKelly Craig
Branch Manager at Westland Insurance Group INCBranch Manager at Westland Insurance Group INC
ANGEL HARVEYANGEL HARVEY
Senior Insurance Advisor at Westland Insurance GroupSenior Insurance Advisor at Westland Insurance Group
Jada KingJada King
Administration at Westland Insurance GroupAdministration at Westland Insurance Group
Evan BaylissEvan Bayliss
Special Education Instructional Assistant at Growth Public SchoolsSpecial Education Instructional Assistant at Growth Public Schools