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At Sun Life Financial, my commitment to operational excellence has been the cornerstone of a thriving career as a Best Practice Specialist. Our team’s collaborative effort has resulted in the successful completion of numerous projects, directly contributing to the streamlined processes within our New Business Administrative and Underwriting teams. The skills honed in business analysis and customer service have not only enhanced internal workflows but have also elevated client experiences.My role entails the meticulous crafting of process maps and coordinating with multiple departments to fortify Life Insurance Conversions and Internal Replacements. With an unwavering dedication to best practices, I am eager to leverage my expertise in a new setting that values strategic integration, technical prowess, and robust people management. The goal is always to drive forward initiatives that align with corporate objectives while ensuring the highest standards of client satisfaction and team performance.
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Specialist, Best Practice Insurance New Business And UnderwritingSun Life Financial Aug 2015 - Sep 2024Calgary, Canada AreaEngaging Best Practice Specialist who participates in the cutting-edge implementation of effective best practices and processes for the New Business Administrative and Underwriting teams; maintains a close working relationship with peers and senior members of the team.· Create comprehensives process maps to support multiple projects and teams, taking direction on tasks related to key business processes and projects. Focus on processing of Life Insurance Conversions and Internal Replacements.· Delivered 30-40 completed projects coordinating with 4 departments per year· 3-4 Weekly meetings with New Business and Underwriting Subject Matter Experts to ensure projects align with their needs.· Completing requirements to ensure applications are received and checked for accuracy, work closely with Advisors to ensure any client issues are resolved efficiently and professionally.· Service Recovery Champion – work to resolve 5 critical Client/Advisor issues per day; work with Underwriting and communicate time sensitive information between departments.· Coordinate with team members to identify any key issues that could be improved through continuous improvement efforts.· Process Upsell opportunities to provide a better customer experience and drive continuous improvements and clear, constructive updates. -
Inside Sales RepresentativeSysco Canada Inc. Jan 2015 - Aug 2015Waterloo, Ontario, CanadaWork closely with customers and assist marketing associates and place customer orders via live calls and emails; responsible for customer growth and upselling. Work closely with vendors and market new items.· Delivered service to 50 outside sales representatives per day and processed over 500 orders weekly. -
Regional Sales ManagerEscreen Sep 2007 - Oct 2014Calgary, Canada AreaDrive improvement of process in Inside Sales/Outside Sales, cold calling and follow up on leads from support team; responsible for expanding clinic network and training clients on software, eScreen123 and www.myescreen.com.· Conducted 10 monthly training exercices for our external business partners via Webex presentation; analysis of Manual Billing reports for clinic network.· Prepare and deliver Training manuals and marketing for internal business partners as Call Centre Supervisor, Tracking incoming/outgoing calls. Directing lead calls to the Sales team.· Advanced world class team building and reviews and training material creation, ensuring the best possible customer service to drive exceptional satisfaction and retention (continued/repeat business) rates. -
Accounts PayableAir Canada 2006 - 2007Dorval, Qc• Accounts Payable, processing invoices into company database. • Coordinating with buyers and following through with vendors on status of payment.
Daniel Bulai Skills
Daniel Bulai Education Details
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English Language And Literature, General
Frequently Asked Questions about Daniel Bulai
What is Daniel Bulai's role at the current company?
Daniel Bulai's current role is Best Practice Specialist | Engaging Best Practices | Process Implementation | Inside Sales | Sales Support | Customer Service.
What is Daniel Bulai's email address?
Daniel Bulai's email address is da****@****ife.com
What schools did Daniel Bulai attend?
Daniel Bulai attended Concordia University, Cegep - John Abbott College.
What are some of Daniel Bulai's interests?
Daniel Bulai has interest in Learning New Computer Programs, Training, Reading, Science And Technology, Running, Movies, Human Rights, Arts And Culture, Health.
What skills is Daniel Bulai known for?
Daniel Bulai has skills like Inside Sales, Customer Service, Outside Sales, Sales Management, Customer Service Management, Microsoft Office, Customer Satisfaction, Client Development, Document Management, Cold Calling, Sales Process, Salesforce.com.
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Daniel Bulai
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Daniel Bulai
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Ionut Daniel B.
Senior Security Architect @ Akamai Technologies | Redhat Certified Engineer | Cissp | CehEmea
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