Results-driven professional with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Accomplished bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
8
8
years of professional experience
Work History
Group Retirement Services
Canada Life
07.2024 - Current
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Excellent communication skills, both verbal and written.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Paid attention to detail while completing assignments.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Shelter Worker
Women & Family's Welcome Centre
07.2023 - 07.2024
Ensured safety of residents by monitoring and enforcing shelter rules and protocols consistently.
Streamlined intake process, effectively assessing new clients'' needs and determining appropriate resources.
Intervened in crisis situations to obtain support for clients and reduce escalation or recurrence risks.
Addressed crisis situations with sensitivity, utilizing conflict resolution skills to maintain a safe environment for all parties involved.
Kept case files updated, accurate and aligned with requirements.
Approached issues proactively to best meet current and future community needs.
Coordinated with different service providers to meet clients' individual needs.
Helped clients navigate social services system and access needed resources.
Conducted valuable life skills workshops, empowering clients with tools needed for independent living after transitioning out of the shelter setting.
Enhanced living conditions for shelter occupants through diligent cleaning and maintenance of facility spaces.
Supported clients through development of new life skills, obtaining resources and transitioning back to society.
Insurance Sales Agent
Audatex, A Solera
06.2022 - 06.2023
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport
Developed sales strategies to increase sales of insurance policies
Created sources for continuous client referrals within community and with businesses using extensive networking skills
Customized existing insurance programs to suit individual client needs by analyzing specific requirements
Developed comprehensive marketing plans to promote insurance products to potential clients
Developed and implemented promotional strategies to increase customer base
Conducted research and identified market trends to develop better strategies for sales
Registered customer information on database to enable tracking history and maintain accurate records
Banking Advisor
President's Choice Financial
12.2020 - 06.2022
Developed comprehensive retirement planning strategies to help clients maximize retirement savings
Coordinated with various divisions and departments in servicing of routine banking transactions
Assisted clients with estate planning to organize distribution of assets based on client wishes
Worked with clients to support understanding of rationale and details of financial strategies
Reviewed demand deposit profitability analysis and outlined strategies to bring nonprofitable accounts back to profitable status
Facilitated presentation and recommendation of services by optimizing client relationships
Client Relations Associate
McDonald's
06.2020 - 01.2022
Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions
Verified transactions, product orders and shipping dates and entered information into databases and reports
Leveraged sales expertise to promote products and capitalize on upsell opportunities
Met with customers to discuss and ascertain needs, tailor solutions and close deals
Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases
Used consultative sales techniques to understand customer needs and recommend relevant products and services
Sports Coordinator
OFSAA
09.2016 - 06.2020
Monitored workers for performance, professionalism and service quality
Assigned schedules and specific tasks to workers for optimal coverage
Facilitated hiring, training and evaluation of staff
Handled daily facility scheduling and equipment usage
Prepared for special groups and VIP customers by implementing personalized plans with staff
Empowered workers to independently handle common issues and maintain strict safety standards
Education
Bachelor of Arts - Criminology & Sociology
University of Windsor
Windsor, ON
06-2026
Skills
Asset Protection
Policy Management Expertise
Loss Analysis
Production Goals
Team Training
Account Management
Final Expense Insurance
Call Center Customer Service
Quality Assurance Requirements
Industry Collaboration
Persuasive Negotiations
Bank Deposits
Friendly, positive attitude
Teamwork and collaboration
Customer service
Problem-solving
LANGUAGES
English: Native or Bilingual
French: Native or Bilingual
Timeline
Group Retirement Services
Canada Life
07.2024 - Current
Shelter Worker
Women & Family's Welcome Centre
07.2023 - 07.2024
Insurance Sales Agent
Audatex, A Solera
06.2022 - 06.2023
Banking Advisor
President's Choice Financial
12.2020 - 06.2022
Client Relations Associate
McDonald's
06.2020 - 01.2022
Sports Coordinator
OFSAA
09.2016 - 06.2020
Bachelor of Arts - Criminology & Sociology
University of Windsor
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