Katie MacDonald
Director Of Operations at Royal LePage Atlantic- Claim this Profile
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English -
Topline Score
Bio
Experience
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Royal LePage Atlantic
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Canada
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Real Estate
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100 - 200 Employee
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Director Of Operations
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Jan 2019 - Present
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Regional Operations Manager
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Jan 2018 - Jan 2019
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Executive Assistant
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Apr 2016 - Jan 2018
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Co-operators
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Canada
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Financial Services
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700 & Above Employee
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Associate Insurance Advisor
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May 2013 - Apr 2016
• Always putting clients needs first, while delivering sales premium and company objectives to build a strong book of business. • Determine clients insurance needs, make coverage recommendations and complete risk assessments • Home Insurance Specialist – achieving sales, providing quotes, meeting call targets, cross-selling, up-selling and providing a high level of service • Promote client loyalty through attention to detail and relationship… Show more • Always putting clients needs first, while delivering sales premium and company objectives to build a strong book of business. • Determine clients insurance needs, make coverage recommendations and complete risk assessments • Home Insurance Specialist – achieving sales, providing quotes, meeting call targets, cross-selling, up-selling and providing a high level of service • Promote client loyalty through attention to detail and relationship building • Sales and Service of other Personal Line Products- Auto, Travel, Commercial • Provide Basic Support for Life Insurance • Perform daily routine clerical and administrative tasks • Ensuring agent is prepared for meetings by preparing necessary client documents • Maintaining calendar for agent • Support multiple agencies as required on operational results focusing on business development, profitable growth, strategic initiatives and programs • Continuing Education to meet all provincial licensing requirements • Coordinate Various Projects: client review program, referral program, commercial prospecting, social media, National Co-op Challenge • Professionally handle customer service issues as they arise
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District Coordinator - 1 Year Maternity Leave Position
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Nov 2014 - Dec 2015
• Offered and accepted a one year maternity leave position (part-time) to fill some of the duties and responsibilities of the Atlantic District Coordinator while also performing the duties of my Associate Insurance Advisor position • Provided comprehensive administrative, logistical and co-ordination support to the District Management Team to ensure District Operational results are achieved • Supported the District Manager and the Associate District… Show more • Offered and accepted a one year maternity leave position (part-time) to fill some of the duties and responsibilities of the Atlantic District Coordinator while also performing the duties of my Associate Insurance Advisor position • Provided comprehensive administrative, logistical and co-ordination support to the District Management Team to ensure District Operational results are achieved • Supported the District Manager and the Associate District Manager in focusing on business development and profitable growth of the business in the district
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St. Francis Xavier University
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Canada
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Higher Education
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700 & Above Employee
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Research Assistant
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Mar 2010 - May 2012
•Sampling populations to collect data •Transcribing interviews •Creating various excel work sheets and tables •Creating and designing surveys used to collect data •Literacy and internet research •Sampling populations to collect data •Transcribing interviews •Creating various excel work sheets and tables •Creating and designing surveys used to collect data •Literacy and internet research
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Wilson Fuel Co. Limited
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Canada
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Oil and Gas
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1 - 100 Employee
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Summer Student
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May 2009 - Jul 2011
•Summer student for one of “Canada’s Fifty Best Managed Companies” •Built and maintained positive relationships with clients, customers, vendors and dealers •Provided reception, clerical and administrative support •Responsible for inputting gasoline daily sales information for store locations across all four Atlantic Provinces •Worked on diverse projects throughout the entire organization, creating the opportunity to gain further knowledge and familiarization throughout all… Show more •Summer student for one of “Canada’s Fifty Best Managed Companies” •Built and maintained positive relationships with clients, customers, vendors and dealers •Provided reception, clerical and administrative support •Responsible for inputting gasoline daily sales information for store locations across all four Atlantic Provinces •Worked on diverse projects throughout the entire organization, creating the opportunity to gain further knowledge and familiarization throughout all departments •Helped in the development and implementation of the Vendor Invoice Portal Project, and attended meetings to discuss the project progress and areas where the Portal could be improved to facilitate use •Contacted and Set-up 230 vendors to use the Wilson Fuel Company Vendor Invoice Portal •Contacted, installed and set up dealers to use the Electronic Settlement Portal used for entering gasoline daily sale information •Processed invoices for payment using the Professional Data Solutions Inc (PDI) software •Reviewed and processed donation requests •Answered all inquires from dealers and vendors concerning the portal systems Show less •Summer student for one of “Canada’s Fifty Best Managed Companies” •Built and maintained positive relationships with clients, customers, vendors and dealers •Provided reception, clerical and administrative support •Responsible for inputting gasoline daily sales information for store locations across all four Atlantic Provinces •Worked on diverse projects throughout the entire organization, creating the opportunity to gain further knowledge and familiarization throughout all… Show more •Summer student for one of “Canada’s Fifty Best Managed Companies” •Built and maintained positive relationships with clients, customers, vendors and dealers •Provided reception, clerical and administrative support •Responsible for inputting gasoline daily sales information for store locations across all four Atlantic Provinces •Worked on diverse projects throughout the entire organization, creating the opportunity to gain further knowledge and familiarization throughout all departments •Helped in the development and implementation of the Vendor Invoice Portal Project, and attended meetings to discuss the project progress and areas where the Portal could be improved to facilitate use •Contacted and Set-up 230 vendors to use the Wilson Fuel Company Vendor Invoice Portal •Contacted, installed and set up dealers to use the Electronic Settlement Portal used for entering gasoline daily sale information •Processed invoices for payment using the Professional Data Solutions Inc (PDI) software •Reviewed and processed donation requests •Answered all inquires from dealers and vendors concerning the portal systems Show less
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Education
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St. Francis Xavier University
Bachelor of Business Administration (BBA), Leadership In Managment -
Lockview High School
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Wallace McCain Institute
2iC / SEP Program, Cohort 10