Insurance Agent

DANNETTE F. L. ALFRED-CHARLEMAGNE

**** ******* *****

Orlando, Florida

32825

407-***-**** (MAGICJACK)

JOB OBJECTIVE

Working towards becoming an entrepreneur in the near future. I am presently developing myself in the Sales, Finance & Investment Industry, with eventual progress into becoming a Business Owner.

SUBJECTS PURSUED

• Book Keeping Corporate Accounting & Auditing

• Accpac Plus Accounting Economics

• Management Accounting Business Law

• Intermediate Accounting Human Resources

• Financial Management Marketing

• Lotus 1-2-3

ACHIEVEMENTS

1994 Received the Student of the Month Award for Economics at the Toronto School of Business.

EDUCATION

2023 Social Media and Web Applications

Sir Arthur Lewis Community College

2017 Spanish Beginners Programme

The Universidad de Quintana Roo

2014 Project Management (Certificate of Achievement) The University of The West Indies

1994 (Honours Diploma) Accounting & Computers

(Honours Diploma) Business Administration

The Toronto School of Business

1988 CXC – High School Certificate

Leon Hess Comprehensive Secondary School

Dannette F. L. Alfred-Charlemagne Page 2

EMPLOYMENT HISTORY

December 2018 – Present

FINANCIAL ADVISOR/SALES REPRESENTATIVE

Pan American Life Insurance Group

• Prospecting, Making and Receiving Calls from Clients

• Conducting Interviews

• Provide Excellent Customer Service including After Sales Service

• Administrative Duties

May 2020 - Present (Part time)

NETWORK MARKETER

Success Factory

• Promote and sell cryptocurrency, Forex Trading and other various business products

June 2018-October 2018

ASSISTANT BUSINESS EVENTS

AdVizze Consulting Inc.

• Assisting with preparation of Enterprise Development Forum

• Assisting with preparation of Job Fair Expo 2018 Dannette F. L. Alfred-Charlemagne Page 3

May 2001-June 2016

CUSTOMER SUPPORT OFFICER

Bank of Nova Scotia, William Peter Boulevard, Castries

• Responsible for contributing to the Business Service Centre’s overall success by providing administrative and processing support to the Centre’s Sales Team. In addition, responsible for the delivery of customer service consistent with Scotia Service Standards, Complaint Resolution Standards and Procedures by dealing with more complex customer transactions and inquiries as well as looking for opportunities to promote the sale of bank products and services.

Ensuring accurate processing, posting and maintenance of daily transactions originated by customers, management or a B/F system;

Checking/authorizing transactions within approved limits; Assisting with reviewing/checking/co-ordinating returns and report as required.

Ensure the delivery of customer service is consistent with Scotia Service Standards by:

Developing a working knowledge of commercial products, services and procedures.

Dealing with more complex corporate and commercial clients in handling less routine customer transactions (i.e. Investments, complex foreign exchange).

Taking full responsibility for all customer

inquiries/concerns/complaints directed to them by resolving those matter within their discretion to the customer’s satisfaction or by referring the customer to the appropriate source, as set out in the Bank’s complaint Resolution Standards and Procedures; Maintaining confidentiality of Bank and customer information; Reviewing and preparing correspondence relative to customer/external inquiries.

Dannette F. L. Alfred-Charlemagne Page 4

Identifying opportunities that benefit customers and ultimately reduce/better streamline queries.

Assist with the Centre’s growth and profitability by: Identifying and referring existing and new business opportunities for the Centre through ongoing customer contact to the appropriate officer.

Ensuring that all service charges are applied and collected as appropriate and authorized.

EXTRA-CURRICULAR ACTIVITIES

• Cricket, Badminton, Enjoy Keeping Fit, and Events Planning

• Inactive Member NIC Toastmaster Club

REFERENCES

• Available upon request.

Contact this candidate