Kimberly E. Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

*Securian Canada acquired Sun Life’s Sponsored Markets business in February 2023• Delivered high-quality service to plan members, contributing to a 100% application processing turnaround time score from 2021 - 2023, achieved by cross-training team members on required skills.• Assisted both the Underwriting and Billing teams as needed; duties performed included financial underwriting and issuing premium refund cheques.• Developed and revised documentation for plan policies and workflow processes. Notably authored a Salesforce guide on adding and maintaining new business applications, ensuring employee adherence to best practices. • Onboarded and trained new hires on operating systems and workflow, while providing ongoing coaching and development.• Performed Team Lead duties as required, including work allocation, reporting, and handling of member escalations.Accomplishments:• Reduced application processing time by 4 days through identifying and rectifying operational gaps. The implemented changes aimed to improve accuracy, efficiency, and member experience. • Played an integral role in the successful delivery of new Disability and Life insurance products in collaboration with the Ontario Medical Association and New York Life Insurance, respectively.• Exceeded expectations on yearly performance reviews at Sun Life Financial in 2020, 2021, and 2022; with a Strong Contribution rating for my first year of employment in 2019.

Toronto, Ontario, Canada

*Kindly see job responsibilities for Securian Canada. Securian Canada acquired Sun Life’s Sponsored Markets business in February 2023.

Canada Wide

• Trained teams across 25 stores on brand standards and visual executions in the retail and outlet divisions ($750,000 – $3.5M in annual sales). • Analyzed and reacted to daily market reports to help stores maximize their sales by making modifications to visual displays. • Collaborated with the Planning and Allocation team to develop solutions for balancing product assortments, guaranteeing stores maintained sufficient stock levels. Accomplishments:• Implemented performance tracking and feedback systems to align employee performance with company guidelines and provide the head office with training progress. • Successfully led and supervised a team of 10 on a store relocation by monitoring inventory, following planograms, and training the new management team.• Managed and implemented floor plans and visual merchandising displays for all store openings.

Toronto, Ontario, Canada

• Responsible for all visual changes at the flagship Yorkdale Shopping Centre location.• Produced bi-weekly market reports in order to properly analyze the business before making any visual changes.• Produced weekly Stock on Hand reports and made appropriate changes based on stock level; sent requests to the Product Team for replenishment of top performing styles.

Toronto, Ontario, Canada

• Managed the flagship location at Yorkdale Shopping Centre.• Drove business and KPIs through high standards of customer service, contributing to a 15% increase in sales.• Recruited, trained, and developed a successful management team.• Maintained payroll, scheduling, and inventory control.

Southwestern Ontario

• Supported teams across 5 stores ($500,000 – $2M in annual sales) by training management on brand standards and visual executions.• Created weekly visual directions for all Costa Blanca stores nationwide.• Completed weekly market reports where product feedback was given, including competitor analyses.• Analyzed sales and stock levels within each location to adjust visual displays accordingly, contributing to a 10% increase in sales.Accomplishments:• Spearheaded the company’s presence on social media after identifying a gap in its marketing strategy by creating engaging content for their various platforms.• Supported with store openings across Canada.

Mississauga, Ontario, Canada

• Responsible for all visual changes at the flagship Square One Shopping Centre location.• Provided superior customer service where I identified and met client needs consistently.• Managed employee sales and KPIs.• Prepared market reports as needed.

Toronto, Ontario, Canada

• Preformed administrative duties