Life Insurance & Accident & Sickness Agent / Independent Contractor - Combined Insurance, a Chubb Company
(2024-01)
- Sold Assumption Mutual Life and Combined Insurance life, accident, and sickness products within licensing, company, and regulatory guidelines.
- Explained product features, eligibility requirements, application steps, and qualification considerations for life, accident, and sickness coverage before application submission.
- Presented and sold critical illness, disability, accident and sickness, hospital, and income protection insurance products, subject to client eligibility and company approval.
- Reviewed client information against medical eligibility guidelines, age requirements, and existing coverage considerations before application submission.
- Maintained compliance-focused documentation practices by collecting only relevant, authorized information and respecting privacy requirements.
- Communicated with clients professionally and discreetly while ensuring product discussions remained within licensing, company, and regulatory expectations.
- Directed clients to appropriate internal departments for service, claims, policy administration, and follow-up support.
Insurance Agent - WFG and AIL
(2022-01 - 2024-12)
- Built foundational experience in client-facing insurance sales, needs assessment, policy education, and regulated client communication.
- Developed working knowledge of life insurance products, application processes, medical-question-based eligibility screening, Individual Needs Analysis, and needs assessment practices.
- Established a solid foundation in Accident, Sickness and Life insurance.
Director / Business Owner - Aviva Services and Distribution Limited Inc.
(2004-01 - 2020-12)
- Managed sales, distribution, contracts, client relationships, records, and business administration as an owner-operator.
- Imported and leased medical devices for spa and wellness clients, gaining exposure to product liability, insured interests, commercial documentation, and vendor relationships.
- Prepared agreements, proposals, and supporting paperwork with attention to accuracy, deadlines, compliance, and client expectations.
- Led public-facing promotion through trade shows, fashion events, and media exposure, including CTV and Global News.
- Received entrepreneurship recognition and grant support through Export Development Canada.
- Collaborated with professional advisers and external partners, including Adrian and Co. LLP.
Medical Office Assistant - Doctor Novak Inc.
Family medical and pharmaceutical practice support.
- Assisted patients by coordinating appointments, follow-ups, referrals, and general administrative support in a medical office environment.
- Supported patients with WCB-related claim paperwork and routed required documentation through appropriate office processes.
- Maintained medical filing systems, patient records, physician documentation, and confidential office materials with accuracy and discretion.
- Coordinated pharmacy refill requests, prescription-related communications, and patient follow-up tasks in support of physician and pharmacy workflows.
- Provided professional front-office communication while safeguarding patient privacy and handling sensitive health information appropriately.
Executive Assistant to Founder and Director - Forbes
- Provided executive administration, research communications, and business development support.
- Supported the Founder and Director with scheduling, correspondence, records coordination, and business development follow-up.
- Handled confidential personal and business information with discretion, privacy awareness, and sound record-keeping practices.
- Communicated with research facilities and external contacts on funding, development, research coordination, and biotechnology-related initiatives.
- Prepared and organized supporting documents, follow-up communications, and administrative materials related to research, development, and business operations.
