Insurance Agent at Allstate Canada (2023-01 – Present)
- Help clients protect their valuable assets such as homes, cars, jewelry and other personal belongings, by tailored insurance policies.
- Assessing and evaluating the clients needs based on the information they give as well as keeping their best interests in mind while offering services, products, and advice.
- Mastering listening, guiding and educating clients on coverages, limits, exclusions, deductibles, and policy terms in simpler language in order to help facilitate clients understanding of insurance leaving the clients feeling confident in knowing they are well protected.
- Providing quotes and solutions to help clients see the best policy for their budget and needs while making sure they have knowledge on all endorsements and protections we offer including rebates.
- Assisting clients with paperwork and ensuring all necessary documentation is complete.
- Guiding clients through the claims process, ensuring they have the proper coverages in order to file a claim, getting access to a courtesy vehicle and acting as a liaison between them and the claims department.
- Continuously staying updated on industry regulations, provincial laws, and company policies such as maintaining compliance to ensure ethical and legal practices.
- Building relationships by developing strong client relationships through service, empathy and support.
- Using strong communication skills, sales and problem-solving skills as well as knowledge of insurance products and risk assessment on a daily basis.
- Following up with clients' requests for updates, staying on top of email requests, and underwriting requests in a timely matter to avoid delays and complications.
- Following billing procedures, helping clients understand the billing process and changes.
Insurance Agent - Pilot Project (My Allstate) at Allstate Canada (2023-01 – Present)
As a personal property insurance agent, my role in this project was to provide practical insight from both the client's and agent's perspective to ensure the My Allstate Application is user-friendly and efficient.
- Identifying Pain Points: sharing real-world challenges that client and agents face with the current system, such as difficulties in submitting documents, inability to reset the password themselves, or the high volume of calls for simple requests. Finding ways to incentivize clients to use the application and incentivizing agents to promote it during calls.
- Enhancing Client Experience: advising on how to streamline document submissions, for example: filing claims, adding drivers, suspension of guarantees, to make the app intuitive and easy for clients to use. Finding areas that need improvement.
- Optimizing Agent Workflow: recommending features that allow agents to receive and process requests more efficiently, reducing reliance on phone calls and manual paperwork.
- Testing and Feedback: Testing functionality and providing feedback to developers to ensure the app meets the industry and clients needs. Collecting data on current situation and contrasting it to how bettering the app will have a positive effect on both client's experience with Allstate while facilitating agent's workload and efficacy.
- Ensuring Compliance and Accuracy: Making sure the app aligns with insurance regulations and company policy such as correcting FAQ and adding or removing information while still making it simple for clients to navigate.
Accounts Manager at L'Epi Dore (2020-01 – 2023-12)
- Identified accounts with shrinking revenue and suggested actionable improvements for growth strategy.
- Spearheaded social media campaigns to increase brand awareness.
- Created a portfolio of client accounts and monitored ongoing activities. Clients included Sobey's, IGA, Metro, Rachel Bery, Tau, independent grocery stores and Universities.
- Supported account holders in managing issues related to pricing, product availability, technical specifications, and custom solutions.
- Promoted adherence to client requirements and implemented strategies to mitigate delays.
- Closed sales to meet and exceed established quotas and drive overall revenue.
- Cultivated and maintained strong business relationships with new and existing accounts such as managing, reviewing, and delivering client solutions for different needs.
- Resolved customer concerns related to marketing rebates, debits, and post-sale disputes and resolving issues to quickly recapture the customer's loyalty to maintain the sale which included ongoing building of connections to drive long-term sales.
- Maintained robust inventory of available products, organizing deliveries and avoiding delivery delays to the outcome of maximizing profits.
- Managed accounts receivables and payables using software Sage 50
- Managed training of staff.
- Implemented and modified health and safety measures to avoid workplace accidents.
Purchaser, Vendor Management at Emmeco Inc (2019-01 – 2020-12)
- Negotiating with vendors and manufacturers from across the globe, specializing in dealings with vendors in Italy
- Working with Amazon Seller
- Fostered productive business relations and promoted long-term growth opportunities.
- Developed collaborative partnerships with customers and internal business partners to build successful solutions to diverse problems.
- Facilitated clear communication between distribution centers, carrier companies, and customers to expertly resolve inquires.
Editor and Translator at Florence Is You Newspaper (2017-01 – 2019-12)
- Writer and translator for the Arts and Culture section.
- Translating and editing Italian articles for the local Florentine newspaper dedicated to expats and Italian, English readers living in Florence.
- Wrote and developed content ideas with focus on appealing to specific readers.
- Planned the publication's content in line with its established style, size limitation and editorial policies.
- Selected news items of interest for the publication and assigned articles based on the strengths and availability of individual junior writers.
- Fact-checked pieces using verifiable resources and flagged problematic passages.
- Monitored processes and recommended methods for improvement.
- Participated in seminars and additional training to expand knowledge and skills.
- Assisted team members and managers with tasks to maintain productivity and meet project milestones.
Contract Assistant Manager, Research and Restoration at Palazzo Spinelli (2015-01 – 2018-12)
- Worked and assisted teams in Archaeological research, excavating, uncovering and gathering information and research on artifacts to be presented in exhibitions.
- Learned and applied different techniques to restore articles in a lab setting.
- Prepared artifacts to be transported to different exhibitions in Europe and on occasion, presented and showcased certain artifacts found.
- Assisted archaeological teams with various restoration projects such as fresco's, stone and marble, paintings and mosaics while dedicating most of my time on archaeological outdoor sites.
- Maintained close relationships with curators of European exhibitions.
- Managed contracts and provided said contracts to local craftsmen, construction workers and archaeologists, students, volunteers and professors in the areas where the planned projects were to take place in order to involve, encourage and show respect to the communities where the work was being done.
Pediatrician Medical Assistant at Club Tiny Tots (2013-01 – 2015-12)
- Managed physicians schedule including changes, getting prescriptions out to patients and advising patients of their test results.
- Assisted physicians and clinicians with examinations, procedures, and vital signs monitoring.
- Cleaned, prepared, and maintained examination rooms and treatment areas.
- Delivered excellent patient service and strengthened patient-clinician relationship through positive interactions.
- Organized, reviewed, and forwarded incoming test results to care teams.
- Performed gamut of tasks, including maintaining files, verifying insurance claims on behalf of patients, and scanning documents. Supported front office billing, scheduling, and patient check-ins.
- Reviewed all pre-visit work required for each exam for completion and checked availability of test results in electronic medical record (EMR). Ordered, organized and tracked the use of the department's supplies.
- Contributed to reduction in patient wait times with actionable solutions surrounding patient check-in processes.
- Maintained and updated patient information and vital signs in electronic medical records or hospital databases.
Assistant Purchaser at Franesse (2010-01 – 2013-12)
- Customer service and Sales
- Negotiated arrangements with suppliers for short- and long-term product needs, including pricing, delivery schedules and discount terms.
- Examined and selected merchandise consistent with quality, quantity, and specification requirements.
- Bought merchandise and commodities for resale to wholesale or retail consumers.
- Engaged product managers in discussions to explore budgets and desired goods for specific locations and merchandise lines.
- Identified the best merchandise based on factors such as quality, conformance to specifications and favorable pricing.
- Worked with the sales team to understand customer needs and shape buying strategies.
