Tatiana Ramos
Toronto,ON
Summary
Outgoing and highly organized Service Specialist with strong communication, problem-solving, and multitasking skills. Knowledgeable of Canada Life products and service offerings after 4 years of service experience with the company. Passionate about learning and growing in my role.
Overview
5
5
years of professional experience
Work History
Service Specialist
Canada Life
01.2023 - Current
- Build and maintain positive relationships with clients, consultants, account managers, and service support associates
- Act as the key service contact for a block of clients, assisting with plan design changes, escalations, and inquiries as needed
- Coordinate and present at client and consultant meetings to review trends and promote Canada Life product offerings
- Present at finalist meetings and provide live demonstrations of key Canada Life portals to help the sales team win new business
- Conduct employee education sessions for new and existing clients to review plan design details and introduce plan members to their Canada Life resources
- Mentor, train, and support team members and work as a subject matter expert within the team
Client Service Associate
Canada Life
03.2022 - 12.2022
- Act as the sole service contact for a block of clients, supporting the account manager and client as both the service specialist and service support associate
- Train plan administrators on the Canada Life administration site highlighting key resources and any new processes available to them
- Responsible for any external service requirements in the Toronto Consultant Selectpac block. This includes employee sessions, administrator training, finalists, and complex amendments
- Manage new group implementations by leading weekly meetings, confirming plan design details and preparing the master application to ensure a smooth transition
Service Support Associate
Canada Life
11.2019 - 02.2022
- Support the external service specialist and account manager with a set client block as well as being a direct contact for clients and consultants on day-to-day requests
- Assist with reporting requests, general inquiries and any client issues with claims, enrolment or billing, identifying escalations as needed
- Submit and track simple amendments at the direction of the service specialist
Competitive Hire Transition Admin
RBC Dominion Securities Inc.
08.2018 - 03.2019
- Collaborated with the transition team to facilitate a smooth transition of an Investment Advisor group to RBC Dominion Securities
- Efficiently and accurately prepared and processed client documentation to open and transfer over 600 accounts from 150 households
- Responsible for training new team members in the account opening and transfer process to ensure adherence to compliance requirements
Education
Bachelor of Science - Life Sciences
McMaster University
Hamilton, ON06.2014
Skills
- Exceptional Interpersonal Skills
- Client Relationship Management
- Task Prioritization
- Strong Attention to Detail
- Highly Adaptable
- Goal-Oriented
Timeline
Service Specialist
Canada Life
01.2023 - Current
Client Service Associate
Canada Life
03.2022 - 12.2022
Service Support Associate
Canada Life
11.2019 - 02.2022
Competitive Hire Transition Admin
RBC Dominion Securities Inc.
08.2018 - 03.2019
Bachelor of Science - Life Sciences
McMaster University
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