Rachelle Bugelli

Sales Team Lead at NFP Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • English Full professional proficiency

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Experience

    • Canada
    • Insurance
    • 300 - 400 Employee
    • Sales Team Lead
      • Feb 2020 - Present

      -Developing sales team through motivation, coaching and supportive sales environment. -Overseeing the daily activities and performance of the sales team -Perform the Annual performance review with each team member -Provide directional and technical guidance of products and systems. -Foster a workplace of continuous improvement by listening and making recommendations to improve the customer experience and easy of doing business (internal and external) -Communicates, implements and… Show more -Developing sales team through motivation, coaching and supportive sales environment. -Overseeing the daily activities and performance of the sales team -Perform the Annual performance review with each team member -Provide directional and technical guidance of products and systems. -Foster a workplace of continuous improvement by listening and making recommendations to improve the customer experience and easy of doing business (internal and external) -Communicates, implements and monitors strategies/initiatives to ensure individual team member and organizational goals are attained. -Building strong relationships with industry markets and other internal Line Leaders (other units, Team Leads, Quality Specialists etc.) to ensure alignment of quality of service, workflows and goals meet organizational standards. -Collaboratively work with team member to resolve client escalations. -Participate in completing performance reviews and performance management. -Act in a way that fosters recognition by sharing successes and celebrate achievements of others. -Responsible for day-to-day team management including but not limited to: ------Attendance (including vacation) ------Initial IT contact ------Monitor management of incoming leads and completion rate ------Monitor sales results and provide feedback to team members ------Monitor Sales que Standards ------Lead regular team meetings to provide consistent communication regarding changes in market conditions and insurance carriers ------Lead regular meetings to engage the team and exchange sales strategies ------Meet regularly with direct reports to identify issues that are impacting new business sales and ensuring recommendations from audits are being implemented ------Handling of monthly production reports and monitor sales results and provide feedback to team members ------Onboarding and training of new team members Show less -Developing sales team through motivation, coaching and supportive sales environment. -Overseeing the daily activities and performance of the sales team -Perform the Annual performance review with each team member -Provide directional and technical guidance of products and systems. -Foster a workplace of continuous improvement by listening and making recommendations to improve the customer experience and easy of doing business (internal and external) -Communicates, implements and… Show more -Developing sales team through motivation, coaching and supportive sales environment. -Overseeing the daily activities and performance of the sales team -Perform the Annual performance review with each team member -Provide directional and technical guidance of products and systems. -Foster a workplace of continuous improvement by listening and making recommendations to improve the customer experience and easy of doing business (internal and external) -Communicates, implements and monitors strategies/initiatives to ensure individual team member and organizational goals are attained. -Building strong relationships with industry markets and other internal Line Leaders (other units, Team Leads, Quality Specialists etc.) to ensure alignment of quality of service, workflows and goals meet organizational standards. -Collaboratively work with team member to resolve client escalations. -Participate in completing performance reviews and performance management. -Act in a way that fosters recognition by sharing successes and celebrate achievements of others. -Responsible for day-to-day team management including but not limited to: ------Attendance (including vacation) ------Initial IT contact ------Monitor management of incoming leads and completion rate ------Monitor sales results and provide feedback to team members ------Monitor Sales que Standards ------Lead regular team meetings to provide consistent communication regarding changes in market conditions and insurance carriers ------Lead regular meetings to engage the team and exchange sales strategies ------Meet regularly with direct reports to identify issues that are impacting new business sales and ensuring recommendations from audits are being implemented ------Handling of monthly production reports and monitor sales results and provide feedback to team members ------Onboarding and training of new team members Show less

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Sales Team Lead
      • Jul 2019 - Feb 2020

    • Sales Assistant Team Lead
      • Jul 2018 - Jun 2019

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Client Executive
      • Jan 2016 - Jan 2018

    • Retail
    • 1 - 100 Employee
    • Store Manager
      • Sep 2015 - Jan 2016

    • Assistant Manager
      • Feb 2014 - Sep 2015

    • Sales Floor Leader
      • Sep 2013 - Feb 2014

    • Store Manager
      • Feb 2013 - Aug 2013

    • Canada
    • Telecommunications
    • 700 & Above Employee
    • Key-holder
      • Oct 2012 - Feb 2013

Education

  • Insurance Institute of Canada
    CIP - Chartered Insurance Professional, Insurance
    2016 - 2020
  • Fanshawe College
    Diploma, Business Marketing
    2011 - 2012

Community

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