Analyste PU chez iA Financial Group, spécialisée en assurance, épargne et gestion de patrimoine. Analyse de polices vie universelle, transactions complexes et solutions de financement.
Bilingual RBC Insurance Advisor providing personalized home and auto coverage advice by phone. Assessing client needs, underwriting policies, and recommending solutions across Quebec.
Remote licensed health insurance advisor conducting scheduled phone and virtual consultations. Reviewing plan options, explaining coverage, and assisting members with compliant enrollment.
Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
Commercial Insurance Broker supporting Accounts, New Business, or Renewals for Zensurance’s digital - first commercial insurance platform. Advising clients, managing policies, growing revenue, and retaining accounts.
Investigation Advisor investigating health and dental claim fraud for iA Financial Group. Analyzing suspicious patterns, documenting findings, and improving fraud - detection tools.
Risk manager leading AML/KYC initiatives, regulatory change, and operational risk governance for American Express Canada. Advising stakeholders and reporting progress to senior leadership.
Personal Insurance Sales Advisor selling and retaining personal insurance policies for BrokerLink. Quoting business, developing client relationships, and supporting insurer documentation across Ontario offices.
AVP leading Sun Life’s insurance distribution strategy, advisor relationships and regional sales execution. Building leadership capability and sustainable life and health insurance growth.