Results-driven management professional with strong focus on team collaboration and achieving organizational goals. Adept at navigating changing needs and fostering healthy work environment. Skilled in coaching, strategic planning, leadership, and effective communication. Known for adaptability, integrity, and commitment to delivering impactful results.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Group Manager
TD Insurance, Life & Health
02.2022 - Current
Implemented Organizational Change Initiatives that resulted in Streamlined Operations, Improved Employee Morale, and Increased Efficiencies
Drove consistent Year over Year growth in performance KPIs across multiple Lines of Business within the Life & Health Advice Centers space of TD Insurance (Credit Protection + Accident & Sickness OBTM) From Fiscal 2022 - 2023 - 2024
Expanded mandate to start Fiscal 2025 with the addition of a 3rd LOB under my leadership (Balance Protection Insurance)
Experienced in Leading Through Change (Learning New businesses: Implement New Leadership & Drive Performance Improvement. Employee Return to Office: Remote to Hybrid, Gradual Office Days Increase. Office Site Closure (Layoffs), Contact Centre Relocation + Merger (Hiring & Training Strategy, Hours of Operation, Scheduling Model)
Team Manager
TD Insurance, Life & Health
12.2018 - 02.2022
Manage 10-15 Licensed Insurance Advisors. Coaching, training and customer escalation expertise.
Led employee relations through effective communication, coaching, training, and development.
Consistently meeting/exceeding business targets for Compliance and Customer Experience rating (LEI)
LIAC Subject Matter Expert. Developed & Facilitated virtual training during COVID-19 Pandemic (From Full-Time in office to Full-Time Remote work environment. Lead all LIAC new hire training for the full duration of this role. Regularly called upon by partners/leaders to provide clarity, perspective and advice. Go-to person for executive & high-level customer escalations
Life Insurance Advisor
TD Insurance, Life & Health
06.2016 - 12.2018
Life & Health insurance Advisor. Responsible for both new business sales and existing customer servicing.
Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
Consistently looking for new business opportunities with existing customers to meet sales goals, while simultaneously exceeding compliance and LEI targets
Training for new hires as well as return-to-work employees on new systems and practices
Customer escalation handling for myself and peers to alleviate Team Manager workload
Service Associate
TD Insurance - Life & Health
11.2015 - 06.2016
Insurance Service Associate. Handling inbound customer inquiries for their existing coverage. Proactively looking for new business opportunities and generating internal referrals
Customer escalation handling
Approached by leadership to pursue LLQP License and transition to Insurance Advisor, based solely on First Quarter performance
Customer Service Representative
TD Bank
05.2014 - 11.2015
Day-to-day banking transactions as a Teller. CEI/LEI Champion
Secure-Desk designate, balancing Cash + Digital transactions daily fo Secure-Desk and Bank Vault closing duties
Selected by branch management to be reviewed and train peers during Branch Audit due to accuracy, efficiency and compliance knowledge
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
High School Diploma -
SATEC @ W.A PORTER COLLEGIATE INSTITUTE
Toronto, ON
06.2010
Skills
Proven Ability to Develop Talent, Drive Results and Lead Through Change
Bilingual Capabilities Coach at TD Life and Health Facilitation and DevelopmentBilingual Capabilities Coach at TD Life and Health Facilitation and Development