Highlights:Self starter entrepreneur, started from $0 in insurance sales, generating $1.2 million in insurance revenue alone for the organization

Skills:Compliance,, risk, Innovation, Strategy

Certification:Canadian Securities Course. Understanding of global economics, financial risks, accounting methods.

Innovation and Product development 04/2024 - 08/2024
University of Fredericton, Fredericton, NB Canada
Industry: Innovation
Explored big data analytics, strategic operations planning, managerial finance, leadership in change management, sustainability, environmental & social governance, leadership theory and practice. Intelligence Reporting: Spearheaded data gathering and intelligence reporting strategies — analyzed raw data sets and utilized MS Excel worksheets, equations & formulas to conduct data mapping, cleaning and modelling. Explored global supply chain, organizational design, financial and managerial accounting case studies.
Strategic Leadership: Architected strategic plans, operational roadmaps and marketing plans — guided the development of a homecare service startup company. Gathered market information, conducted SWOT analysis, identified market key demographics and pioneered segmentation plans to enable revenue growth.--
Risk and Insurance Consultant 05/2015 - 11/2023
Insureline, Edmonton, AB Canada
Industry: Insurance
Risk Management: Mitigated corporate risks and liability exposure — worked closely with the underwriting teams to investigate clients’ reports, claim history, convictions, accidents and nonpayment. Prequalified clients for high-risk products, analyzed liability exposure and advised on alternative high-risk insurance providers.
Influenced policy recommendations, product sales and risk management for individual & commercial clients. Revenue Growth: Propelled annual revenues to $1.2M+ and achieved YoY growth — orchestrated business development plan, established referral networks, solicited leads and implemented market growth plans. Promoted personal & commercial insurance products to individuals and businesses across the Alberta region. Business Development: Steered market growth and implemented client retention strategy — managed the recruitment of internal staff and established customer service delivery standards & protocols. Expanded presence within diverse communities, implemented cross-selling techniques and managed policy renewals. Customer Service: Steered customer service excellence and exceeded performance targets — acted as an advisor to clients on claim filing and policy coverage. Analyzed periodic market reports, established a referral base and expanded product lines to include commercial markets for property, business & auto insurance.--
Risk Audit & Quality Control 05/2014 - 05/2015
RBC, Edmonton, AB Canada
Industry: Finance & Insurance
Risk Management: Reduced risks and ensured compliance with quality guidelines — acted as an underwriter for life insurance agents for the Edmonton branch location. Performed application reviews, analyzed exposure for errors or omissions and verified client assessments, policy coverages & eligibility.
Risk Assessments ~ Quality Control ~ Policy & Procedure Updates ~ Continuous Improvement--

University of Alberta 09/2000 - 09/2005
Edmonton, AB, Canada
Degree: Bachelor's Degree
Major:Economics
Minor:Psychology
understanding of Macroeconomics and Microeconomics.

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