Robert Ogilvy Email & Phone Number
@blueshorefinancial.com
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Who is Robert Ogilvy? Overview
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Robert Ogilvy is listed as Manager, Insurance Products at BCAA, a company with 844 employees, based in Burnaby, British Columbia, Canada. AeroLeads shows a work email signal at blueshorefinancial.com and a matched LinkedIn profile for Robert Ogilvy.
Robert Ogilvy previously worked as Senior Associate Manager, Insurance Products at Bcaa and Associate Manager, Home Insurance Product Development at Bcaa. Robert Ogilvy holds Bachelor Of Business Administration (Bba), Business/Managerial Economics from British Columbia Institute Of Technology / Bcit.
Email format at BCAA
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AeroLeads found 1 current-domain work email signal for Robert Ogilvy. Compare company email patterns before reaching out.
About Robert Ogilvy
I hold a Bachelor’s Degree in Business Administration and a Diploma in Financial Management: Financial Planning, both from BCIT. I thrive in positions that are dynamic and challenging. My strengths lie in research and due diligence, while being absolutely client focused and having a strong understanding of personal lines insurance. I focus on growing and maintaining positive working relationships. I am trainable, professional and ethical.CORE COMPETENCIES:-Analytical -Client Focused-Quick learner-High attention to detail -Leadership-Strong problem solving -Proficient in Excel, Word, and PowerPoint-Clear written and oral communication -Dependable-Detailed understanding of the financial markets-Strategic Planning -Organized and efficient-Excellent client service skills -Educated in finance-Extensive team experience -Driven
Listed skills include Leadership, Personal Finance, Operations Management, Sales, and 22 others.
Robert Ogilvy's current company
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Robert Ogilvy work experience
A career timeline built from the work history available for this profile.
Senior Associate Manager, Insurance Products
Associate Manager, Home Insurance Product Development
Team Lead
Senior Insurance Advisor
- Home Insurance advisor responsible for selling, renewing, and endorsing all habitational policies
- Demonstrated superior due diligence by uncovering material facts and policy errors which are overlooked for many years
- Delivered exceptional client experience proven by a 100% customer experience rating over 2018
- Displayed a high level of insurance understanding and commitment to client needs by actively working with underwriters and colleagues to write risks many other agents would decline due to their challenges and complexity.
Administrative Assistant
- Delivered excellent client service by providing informational support via email, phone and in person
- Responsible for executing complex trade recommendation with mutual funds, equities, bonds and GICs
- Provided client meeting support (assistance with research, analysis, client statements, quotes)
- Extensive use and knowledge of Dataphile, Croesus and multiple CRM systems
Special Assignment / Wealth Management
- Ensured all documentation was prepared on time for client meetings and that it was completed correctly
- Efficiently created and processed all client documentation for the transfer of an entire book from MFDA to IIROC regulation
- Contacted clients regarding missing documentation.
Marketing Assistant
- Identified target clients and researched contact information
- Designed the foundation for an investment management symposium and executed initial preparation
- Responsible for prospect client communication
- Used Maximizer to coordinate advisors’ schedules with prospect clients
- Exposure to Bloomberg Terminal.
Assistant Manager
- Managed all store procedures from open to close
- Ensured overall maintenance and presentation of department and store
- Helped increase sales by 20% over three years at the Surrey location
- Increased profitability by transforming store culture and reducing discount rates by 60%
Colleagues at BCAA
Other employees you can reach at bcaa.com. View company contacts for 844 employees →
Allison Chow
Colleague at BcaaGreater Vancouver Metropolitan Area, Canada
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FC
Felicia Ciolfitto,
Colleague at BcaaBurnaby, British Columbia, Canada, Canada
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PS
Patti Schildt
Colleague at BcaaNorth Vancouver, British Columbia, Canada, Canada
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TC
Tayler Carloss
Colleague at BcaaGreater Vancouver Metropolitan Area, Canada
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DL
Damon Liu
Colleague at BcaaGreater Vancouver Metropolitan Area, Canada
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SL
Sandy Lyon
Colleague at BcaaCanada, Canada
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KS
Komal Sharma
Colleague at BcaaSurrey, British Columbia, Canada, Canada
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SP
Shannon Perovic
Colleague at BcaaSurrey, British Columbia, Canada, Canada
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JS
John Seto
Colleague at BcaaBurnaby, British Columbia, Canada, Canada
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ST
Stephanie Thomas
Colleague at BcaaCanada, Canada
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Robert Ogilvy education
Bachelor Of Business Administration (Bba), Business/Managerial Economics
Financial Planning Diploma, Finance And Financial Management Services
Frequently asked questions about Robert Ogilvy
Quick answers generated from the profile data available on this page.
What company does Robert Ogilvy work for?
Robert Ogilvy works for BCAA.
What is Robert Ogilvy's role at BCAA?
Robert Ogilvy is listed as Manager, Insurance Products at BCAA.
What is Robert Ogilvy's email address?
AeroLeads has found 1 work email signal at @blueshorefinancial.com for Robert Ogilvy at BCAA.
Where is Robert Ogilvy based?
Robert Ogilvy is based in Burnaby, British Columbia, Canada while working with BCAA.
What companies has Robert Ogilvy worked for?
Robert Ogilvy has worked for Bcaa, Rgf Integrated Wealth Management, North Shore Credit Union, Macquarie Private Wealth, and Golf Town.
Who are Robert Ogilvy's colleagues at BCAA?
Robert Ogilvy's colleagues at BCAA include Allison Chow, Felicia Ciolfitto,, Patti Schildt, Tayler Carloss, and Damon Liu.
How can I contact Robert Ogilvy?
You can use AeroLeads to view verified contact signals for Robert Ogilvy at BCAA, including work email, phone, and LinkedIn data when available.
What schools did Robert Ogilvy attend?
Robert Ogilvy holds Bachelor Of Business Administration (Bba), Business/Managerial Economics from British Columbia Institute Of Technology / Bcit.
What skills is Robert Ogilvy known for?
Robert Ogilvy is listed with skills including Leadership, Personal Finance, Operations Management, Sales, Marketing, Strategic Financial Planning, Investments, and Customer Service.
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