Adrian Nathan Email & Phone Number

Toronto, Ontario, Canada

As a Senior Private Client Insurance Analyst @ TD insurance we are responsible to attract, acquire and retain High Net Worth (HNW) clientele through various acquisition channels. Job duties:•Conduct in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.•Identify referral opportunities and work with TD partners to franchise each new client.•Work collaboratively with various TD partners including Product, Pricing, Underwriting, Claims, HNW inspectors.•Retain and service your own book of business.•Establish and maintain a solid network with TD Wealth to build a pipeline of prospects and focus on opportunities to franchise each client.•Maintain up-to-date knowledge and understanding of TDI policies and procedures, industry trends and protect the interests and reputation of TDI and its clients by continuous compliance to them.

Markham, Ontario, Canada

• Lead and coach your team on the most complex/diverse subject matter in completing multiple step transactions, processes and activities to improve the overall level of service that our customers receive.• Act as a role model in handling critical and/or high-risk issues effectively and ensuring all customer problems are dealt appropriately by following resolution guidelines in a time-sensitive manner.• Deliver a legendary experience to our customers by focusing on work that matters: building employee development, achieving strong business results and utilizing internal resources.• Plan, organize and coordinate the activities for own area and resolve operational issues and work efficiently.• Lead by example; you'll showcase your expert knowledge of your supported business area, delegate duties, and monitor workflow in a time sensitive environment.• Use decision-making authority for critical and high-risk issues, while promoting team effectiveness and a positive/diverse work environment.

Toronto

• Staff coordination.• Input hours for staff payroll. • Hire staff for specific events.• Ensure events are flawlessly executed.• Ensure logistics for events are done properly.• Training staff: for events, to be a good Team Leader and brand ambassador onsite. • Traveling to various locations to promote products.

5700 Yonge St/900 Bay St

• Aid in problem resolution by conducting research on specific issues or finding products/solutions that may help.• Aid in maintaining production systems by reviewing logs and monitoring.• Create and/or maintain documentation and procedures related to systems and applications.• Rotate media used in back-up solutions and report statistics and metrics.• Aid with client support by collecting and assembling information and data.• Maintain inventory of equipment, resources and applications.• Respond to 2nd and 3rd level problem tickets and report issue to support staff for resolution.• Assist clients with application support and configure if necessary.• Provide assistance to Corporate Systems Support maintenance and support staff as required.• Process documentation.• Assist in developing methodology to convert data and analyze data in windows operating system.• Investigate various business solutions and provide reports to the manager.• Coordinate delivery and installation of hardware and software. • Re-imaged computers and deployed to the appropriate client. • Involved in the assembly of network racks.• Designed and edited floor plans in Adobe Photoshop.• Assist with the re-location of a section branch.