I am a R.I.B.(O) licenced Insurance Broker specializing in personal lines & commercial lines property and auto insurance products. This includes home, condo, tenants, cottage, rental property, boats, seadoos, auto, motorcycle, ATV, and snowmobiles.I am responsible for day to day servicing of existing insured’s needs, ensuring our clients are properly covered, and making recommendations as needed.I evaluate each individual’s situation and requirements and then look at our brokerage’s many companies to offer the most suitable coverage at a competitive price.I work with prospective clients to evaluate their needs and offer solutions and pricing to best assist them.I assist our insureds through the claims process by simply submitting an initial claim and as needed, helping them navigate through the claim process.My objective as a broker is to help people be confident that they have both the coverage they need and the service to help them during a time of need.Please feel free to reach out to discuss your needs and options available!

Working in a small business environment, some of my tasks included meeting with prospective clients, preparing proposals for products and services, coordinating the ordering of products to ensure timely installation, overseeing the project, and invoicing.Problem-solving and being able to envision the final look of our products is a skill that I have developed over the past several years.

Managed the day to day customer service activities in a fast paced, and changing environment. Well organized with a sound knowledge of various tasks within the organization. Trustworthy and reliable, known as a person to be counted on to complete an assignment. Having experience in the sales field, to see the client experience tie in closer with sales is something everyone can benefit from.Responsible for leading a team of Customer Service Agents, located in various locations within Ontario and Alberta. Continued co-ordinating efficient routes for the team, and other previous duties, eliminating the need for a regional manager in the Toronto area. Provided assistance in the daily client service operations by answering questions, and offering insight to the team. Successfully managed the daily operations of a regional office, by developing and maintaining procedures and controls to ensure safe handling of important documents and other information. Assisted in other projects as requested. Trusted and relied upon for sound judgement on Bank procedures and processes.

Led a team of four to six Customer Service Agents in the west region of the Bank's Toronto office. Co-ordinated efficient routes for the team on a daily basis and was the main go-to person for the region, problem solving as the need would dictate. Worked alongside other regional managers, and the department head making the best use of resources for the overall geographic area. Conducted performance evaluations for this team, and participated in the hiring process for new employees in the department being directed to this region. Assisted in the managing of the department when required.

Planned efficient routes to service our clients in the best way possible, taking into consideration, wire cut off times, and client requirements. Picked up cheques from clients and visited different banking institutions to guarantee these funds. Problem solving skills were developed during this time, working alongside the Regional Manager to resolve issues. Trained on route planning for one of the regions in the Toronto office, and assisted with regional management when required. Maintained records for automobile management, including mileage, and regular maintenance. Developed an automated petty cash disbursement file to make record keeping more accurate and efficient.