• Prepared financial statements for ASO and Retention groups in accordance with financial agreement resulting in successfully meeting Medavie Blue Cross’ quality and service standards• Collaborated with underwriting, sales and service team to enhance client experience ensuring deadlines are respected and inquiries are handled in an accurate and timely manner• Assisted Quote Underwriters by analyzing census data for 100 lives plus groups resulting in successfully running rates for pooled lines as per plan design • Actively collaborating with underwriters and coming up with different ways of improving certain processes ensuring continuous efficiency

• Analyzed requests to quotes and made decisions based on level of risk by refusing, approving or transferring the decision to the underwriting team • Communicated and collaborated with internal and external partners on a daily basis to track quote activity, obtain missing information and provide clarification regarding quotes• Supported Account Executives in their business development efforts by communicating with brokers, calculating different benefit options and preparing final proposals• Coached Account Executives on how to use newly implemented CRM solution, resulting in the ability to be self-sufficient• Operated CRM and SharePoint to track quotation activities, communicated with underwriting team and document specifications ensuring data accumulation for insights

• Communicated with clients in all areas of the branch to uncover banking needs, providing advice, as well as identifying sales and referral opportunities for partners• Educated clients on digital banking with the use of smartphones, tablets and laptops resulting in memorable client experience and business retention• Assisted clients with a full range of financial transactions in a timely and professional manner resulting in multiple 10 Likelihood to Recommend Score• Collaborated with a team of 10-15 sales members daily to spot opportunities for referrals and advice• Proactively took ownership of resolving client concerns to minimize negative client impact• Managed risks by adhering to compliance routines, processes and controls to protect the client and shareholder interests• Lead multiple Client Advisor trainees throughout the year resulting in the ability to mentor and coach them on bank policies, client interaction and setting them up for success at RBC•Attention to detail acquired by completing financial transactions in an accurate and confidential manner, resulting in client confidence

• Worked closely with the VP of Operations and President to ensure financial targets were met or exceeded • Formulated a budget for the 2017 - 2018 year by allocating funds towards events• Collaborated with a team of 15 executives on a weekly basis to manage projects• Expedited all reimbursements, bill payments and deposits in an accurate and timely manner• Monitored funds to avoid financial stress