Paul Toffolo Email & Phone Number

Mississauga

Within this role, I advice clients, and ensure strategic alignment of group insurance plans with their unique, and specific, needs. Cultivating strong relationships with clients, I also serve as their advocate and liaison, both internally and externally with carriers, and I champion new business implementation, appropriate plan setup, integration with provincial plans, and compliance with rules and regulations.I mentor colleagues, as well as train and support onboarding of new hires, as well as collaborate cross-functionally to ensure projects are delivered on time.Though I thoroughly enjoy all aspects of my role, some of the accomplishments I'm proud to highlight include:✔ Hosting webinars presenting to 30+ administrators across Canada, nation-wide✔ Coaching peers on testing procedures, which saves considerable time and technical resources✔ Managing a relationship for a key account that generates $600K annual revenue with 25K lives✔ Significantly reducing a client's claim expenses by empowering them to process claims in-house, and educating them on industry practices✔ Consistently resolving client issues within 24 hours despite having SLA commitments that allow for 2 business days

Ottawa, Ontario, Canada

Toronto, Canada Area

While working at Benecaid, I headed relationship management and service for a select group of clients at the 3rd-party group benefits administration company. Directly supporting clients' owners, plan administrators, advisors, and brokers, I resolved billing and all types of customer service issues. As well, I trained clients on Benecaid technology, tools, and plan eligibility requirements.Some of my noteworthy contributions included:✔ Directing service for 300+ group accounts, including 3 blocks of business✔ Advising clients on best practices in managing group plans, helping increase efficiency✔ Leading and mentoring University of Waterloo Mathematics co-op students✔ Interviewing prospective Account Managers, and making recommendations which informed hiring decisions. One of my recommended hires has since been promoted to Team Lead.✔ Training 200 groups on the Benecaid Plan Administrator's Portal

Toronto, Canada Area

As a lease maturity advisor working within the lending arm of the large domestic auto manufacturer, I advised leasing clients of renewal and lease maturity options. I tracked and monitored customer accounts. Engaging with clients, I supported ongoing lease decisions, ensuring retention, and loyalty. As well, I collaborated with lease maturity advisors and remarketing managers.Within this role, some of my most significant achievements were:✔ Executing 100+ remarketing outbound calls to leasing clients each week✔ Resolving past-due accounts 3.5x faster than other advisors - taking 2 days rather than the average 7 days✔ Facilitating customer vehicle buyouts at a ate of approximately 60%

Gunma, Japan

I worked overseas in Japan teaching English and internationalization to children aged 3-18 and adults.

Oakville, On

I took a promoted role as a Financial Services Representative at a newly-established TD branch in an affluent Oakville neighborhood. During my time at this branch, I consulted with clients, conducting portfolio analysis, and providing investment recommendations and referrals to ensure suitability given client needs. I championed lending applications for clients with management and head office. As well, I oversaw branch staff and operations.I made some significant contributions in a short time, which included:✔ Supervising 5 staff on nightly basis, ensuring accounts balanced and branch securely closed✔ Coordinating grassroots sales promotions, approaching clients at nearby grocery stores, and going door-to-door to build awareness for new branch and to stimulate business growth ✔ Being entrusted with verifying and approving transactions up to $55K each

Toronto, Canada Area

As a Customer Service Representative at a high-traffic TD branch, I forged and fostered relationships with branch clients, assisting them with day-to-day banking and financial transactions. Assessing client needs, I also made bank product recommendations, based on fit and referred clients and leads onto financial services representatives and financial advisors.Within this role, some of my most significant achievements were:✔ Achieving 200% of monthly sales targets, each month✔ Quickly resolving client banking issues, preserving strong relationships✔ Maintaining approximately 50% conversion rate on all upsells

Bachelor Of Commerce (B.Com.), Entrepreneurial Management

Diploma, Financial Planning And Services