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.

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.

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.