Insurance Sales Representative
Desjardins · Contract Full-time
May 2026 - Jun 2026 · 2 mos
Aurora, Ontario, Canada · On-site
- Conducted needs-based consultations with clients to identify appropriate insurance and financial protection solutions tailored to individual circumstances.
- Built and maintained strong client relationships through proactive communication, policy reviews, and ongoing customer support.
- Educated clients on insurance products, coverage options, and benefits, helping them make informed decisions regarding their financial security.
- Processed policy applications, maintained accurate client records, and ensured compliance with company and regulatory requirements.
- Consistently delivered high-quality customer service by resolving inquiries, addressing concerns, and providing timely follow-up to enhance client satisfaction.… more
Globe Life logo
Benefits Advisor
Globe Life · Contract Full-time
Apr 2025 - Oct 2025 · 7 mos
Remote
- Provided personalized consultations to clients to assess their insurance needs and recommend appropriate health and life insurance products
- Educated clients on available benefits, coverage options, and policy details in clear and simple terms
- Generated new business opportunities through networking, and referrals
- Met and exceeded sales targets while maintaining compliance with company and industry standards
- Conducted follow-up meetings and calls to ensure client satisfaction and identify opportunities for additional coverage.… more
Insurance Sales, Customer Relationship Management (CRM) and +3 skills
Express Bins logo
Client Relations and Accounting Intern
Express Bins · Seasonal
Apr 2024 - Sep 2024 · 6 mos
East Gwillimbury, Ontario, Canada · On-site
- Generated and tracked invoices through QuickBooks Pro, ensuring timely payments and accurate financial management.
- Responded to client inquiries and efficiently resolved issues to maintain high levels of customer satisfaction.
- Maintained comprehensive financial records and performed account reconciliations for accuracy and compliance.
- Oversaw bank and credit card deposits, ensuring balanced and accurate accounts.
- Coordinated logistics scheduling to streamline operations and meet client needs effectively.… more
Customer Service, Sales and +2 skills
Business Owner
Dream Team Hockey · Self-employed
Dec 2023 - Sep 2024 · 10 mos
East Gwillimbury, Ontario, Canada · On-site
- Founded and operated Dream Team Hockey, specializing in purchasing, refurbishing, and reselling hockey sticks to give them a second life.
- Developed and implemented a 10-point inspection and restoration process to ensure each stick met high standards of quality and performance.
- Managed inventory and logistics for acquiring used hockey sticks, overseeing their refurbishment, and coordinating sales.
- Built an online presence and marketing strategy to reach a wide range of customers, promoting products through social media and the company website.
- Provided personalized recommendations and customer service, helping players of all skill levels find the right stick to improve their game.… more
Marketing, Customer Service and +3 skills
Junior Accountant
Accounting Solutions · Seasonal
May 2023 - Sep 2023 · 5 mos
Newmarket, Ontario, Canada · On-site
- Handled Accounts Receivable and Accounts Payable duties, ensuring timely payments and clear financial record
