Manager Sales

ROSS POLLARD

****-** ******* ****** ***********@******.***

Toronto ON M4P 1Y3 416-***-****

PROFILE

A business professional with solid customer care skills. An effective communicator with a proven

ability to build and foster strong client relationships; trusted to deal discreetly with sensitive client

information.

CAREER HISTORY

CINDY BOWDEN INSURANCE & BENEFITS 2005-2012

MARKHAM ON

Office Administrator

• Managed all duties related to daily office administration including accounts receivable and

payable, scheduling, supply maintenance, marketing initiatives and travel bookings

• Established long term client relationships in person and by phone

• Provided client service for individual life insurance, group insurance and financial

investments

• Maintained tracking of client investment portfolios

• Conducted various research projects

• Prepare and compile reports as required

COMMINSURE 2002 - 2003

SYDNEY AUSTRALIA

Case Manager, Total & Permanent/Income Protection Group Disability Claims (Contract)

• Managed high profile disability claims

• Assessed and made final decisions on an overdue block of claims

• Performed claims audit and provided process improvement recommendations to senior

management

SUN LIFE FINANCIAL 1995 - 2001

TORONTO ON

Manager, Customer Relations 1998 - 2001

Ombudsman’s Office

• Responded to escalated complaints from clients, sales representatives and senior

management

• Investigated complaints and recommended solutions to various levels of management.

Projects

• Managed a team of 30 responsible for the administration of a class action lawsuit

settlement made against the company, related to premium offset provisions

• Managed a team of 10 responsible for the administration of the demutualization of the

company

Manager, Client Services 1995 – 1998

• Developed, coached and evaluated team responsible for the administration of service

requests from clients and sales representatives

• Participated in the setting and maintaining of service standards

• Developed budgets, prepared department statistical reports

• Delivered periodic presentations to sales offices

CANADIAN LIFE AND HEALTH INSURANCE ASSOCIATION 1994

TORONTO ON

Public Relations Representative (Contract)

• Responded to calls from the public and insurance companies on a variety of subjects

Consistently achieved the highest productivity in responding to calls

• Managed inquiries regarding the collapse of Confederation Life

EDUCATION & PROFESSIONAL DEVELOPMENT

Life Office Management Association (LOMA)

Licensed Individual Insurance Broker, Ontario

Woburn Collegiate – OSSGD, Honours

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