Customer Service Sales

CAREER PROFILE & HIGHLIGHTS OF ACHIEVEMENTS

I exercise strong time-management and prioritization ability and excel at reaching and exceeding set deadlines and standards on every project to which I contribute. I am always willing to learn and develop new skills and adapt to change. Some of the highlights of my skill set include:

Over 2 years’ experience in Client Service, Frontline Property and Casualty Insurance Underwriting, Account Management and Sales Support .Masters of Business Administration (MBA) - FinanceCIP Designation - In ProgressProficient in MS Office, Sales Force, Abacus, PMSC,TCAS, MVR, RCT, Helix, Habitat Direct, ECM, Rapid Web and CRM Experienced in Customer Service, Sales Support, Relationship Management, Collections, Billing and Invoicing. Hands on experience in Client Support, Financial products, Data Entry & Analysis, Planning, Operations, Administrative support, Finance, Account management, Account Receivables, Sales and Marketing. Excels in fast paced environments as well as supervising and motivating staff to increase productivity and company profitability. Ability to work in multi task environment, talking to customers while simultaneously accessing the computer system

EMPLOYMENT HISTORY

The Cooperators May 2012 – Till Date

Client Services and Associate Insurance Advisor Advise and determine clients personal insurance needs, makes coverage recommendations, complete risk assessment and provide administrative support. Educate and advise clients on Insurance products while adhering to the organization underwriting policy.Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client. Process applications, order and review various reports (ECM, RAPID WEB, MVR, Auto plus, HITS, RCT, etc.), and underwriting questionnaires to determine degree of risk and acceptability of risk. Gathering background information on new commercial and home business. Proactively complete clients’ reviews on the auto, home and or commercial portfolio.Assess and evaluate risks in order to accept, modify, or reject insurance contracts in accordance with company objectives, underwriting policies, standards & procedures, applicable laws & regulations, and within established authority level, in order to develop and retain profitable business. Respond to clients questions and concerns, resolve customers complaint and escalate issues appropriately Complete frontline risk assessment and selection following underwriting assessment Adhere to compliance routines in carrying out transactions specific to sales and service quality objectives.Assist customers by applying changes, cancellations and updates to the policy, taking care to meet the customers need effectively in order to ensure customers satisfaction and retention.Required to meet sales, service and profitable growth of both personal lines and commercial line products.

Shearwaters Inc. Feb 2011 – April 2012

Client Services and Sales Support Reviewed and documented client requirements and ensure the company meets the clients’ expectations and services on a daily basis. Identified and acquired new customer accounts by regular cold calling using the telephone, email and internet to meet sales target/goals.Regular update of client information, transactions, notifications and other activities on Sales Force and Abacus .Record and maintain prospecting information in CRM database Attended to customer needs and ensured satisfaction is achieved by tracking email request and support in a timely and efficient manner Prepared and send written quotes and correspondence in a timely manner. Create customer pricing quotes in response to client needs for sample and services Prepared and supported delivery of client review presentations, request for quotes (RFQ) and assembled sales and marketing materials for the regions while building and maintain strong relationships with the sales, operations and project team.Operated within a team of other Sales Support Executives to form a quote help desk function, providing fast and reliable quote support turn aroundActed as a key resource for sales team and customer relationship representatives on marketing and administration issues (follow up on documentations and requirements).Supported the sales function in other general areas as needs arise. Execute all other support needs, customer services and administration as directed by Account managers

Citi Bank Oct 2009 – Dec 2010

Associate – Sales Support, Customer Service and Account Management Proactively processed new large volume of applications and enter same into the database as required Administered and investigated client accounts while minimizing minimum monetary loss or damage to client relationship and corporate image Proactive in sales activities by prospecting, cold calling, setting appointments with prospects, mail out letters and proactive outbound calls.Maintained client new request/renewal process such as submission for approval, carrying out due diligence process on account activities such as credit check, AML, personal data verification etc.Responsible for preparing all information/reports for sales and customer service team and ensuring accuracy and timely delivery. Provided support to sales managers in getting new and servicing old clients. Confirmed sales appointments, monitored clients applications, sending out information and correspondence to clients. Assist in various marketing activitiesSupported marketing and sales efforts and interface with the client as required by Account Managers. Followed up prospects on an ongoing basisAssisted Account/Sales Managers as required in sales activities, e.g. gather information for contracts & documents, (initiate Pre-qualification if required and identified clients needs and requirements)Reported to the Account Manager, provided regular input on all account activity, including status and call reports on a weekly basis.

COURSES AND TRAINING ATTENDED

National Foundations of Home Insurance

Emergency Hospital Medical Insurance and Medical Underwriting

Commercial Insurance 1

Compliance Courses:

Privacy and Consent of Personal Information Course

Fraud Awareness Course

Cash Handling Course

Logging of Pre-Numbered Forms and Policy Numbers

National Do not Call List Course

Anti - Money Laundering Course

Accessibility of Ontarians with Disabilities English Course

Receipts Processing Course

PMSC Billing and Collections Course

Fundamentals of Home Inspection Course

EDUCATION

Masters of Business Administration(MBA) - Finance

2008

Customer Service Professional (CSP)

2006

Professional Certificate in Marketing (CIM)

2003

106 Tessler Crescent Brampton, ON. L6X 4P8

Cell: 647-***-**** s E-mail: **********@*******.***

Dear Sir or Madam,

I am enclosing my resume for your review. I pride myself on being a result oriented, hands on individual with progressive sales, frontline property and casualty underwriting, client services, account management and administrative support experience.

My exposure to different businesses and management processes have enabled me to consistently perform in the area of driving organization sales and profitability targets, while maintain the organizational goals and objectives. I have excellent customer service skills, and an ability to identify and respond to gaps in business processes.

Finally, my qualifications and experience in diverse fields of business management will be an asset in handling effectively the assigned operational duties of the organization.

I look forward to hearing from you in other to discuss this opportunity in further details. I can be reached at 647-***-**** for an appointment that suits your schedule.

Yours Respectfully,

Femi Falope

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