Bold Page Profile
Insurance Agent
TD
Toronto, Ontario
- Responded to customer inquiries and problems to promote great service.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
Health Life Insurance Agent
Desjardins
Ottawa, Ontario
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Negotiated terms and conditions of new policies with underwriters.
Sheridan College
Brampton, ON
- Customer follow-up
- Client account management
- Quotes and sales
- Customer service
- Private insurance
- Insurance sales strategy
Health Life Insurance Agent
Desjardins