Clarisse Gallais

Analyst at Groupe Censeo inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Montreal, Quebec, Canada, CA
Languages
  • English Full professional proficiency
  • French Native or bilingual proficiency
  • Spanish Elementary proficiency

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Credentials

  • Exam P
    Society of Actuaries
    Sep, 2019
    - Nov, 2024
  • Investment Funds in Canada
    CSI
    Jan, 2014
    - Nov, 2024

Experience

    • Insurance
    • 1 - 100 Employee
    • Analyst
      • Aug 2019 - Present

      - Validation and negociation of renewal conditions of collective insurance renewal- Production of renewal reports- Markey survey of prospect clients - Validation and negociation of renewal conditions of collective insurance renewal- Production of renewal reports- Markey survey of prospect clients

    • Personal Banking Advisor
      • Sep 2014 - Aug 2019

      - Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives- Sell financial products such as GIC and mutual funds- Compile and evaluate situation to constitute a credit application for loans and mortgages - Build and maintain client bases - Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives- Sell financial products such as GIC and mutual funds- Compile and evaluate situation to constitute a credit application for loans and mortgages - Build and maintain client bases

    • Canada
    • Banking
    • 700 & Above Employee
    • Collection Officer
      • Mar 2011 - Sep 2014

      - Collection activities on high delinquency loans- Finalisation of high risk accounts to prevent losses for the bank- Daily management of accounts while following a quality grid- Participation in different employee commitees - Collection activities on high delinquency loans- Finalisation of high risk accounts to prevent losses for the bank- Daily management of accounts while following a quality grid- Participation in different employee commitees

    • Netherlands
    • Retail Apparel and Fashion
    • 700 & Above Employee
    • Salesperson
      • Jun 2010 - Mar 2011

Education

  • McGill University
    Bachelor of Science (B.S.), Mathematics
    2006 - 2010
  • Lycée Français de San Francisco
    High School, Science
    2002 - 2006

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