Bio
Experience
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The Insurance Market
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Toronto, Ontario, Canada
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Insurance Broker
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Jan 2024 - Present
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Toronto, Ontario, Canada
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Ferrari & Associates Insurance and Financial Services
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Toronto, Ontario, Canada
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Account Executive Commercial Insurance
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Sep 2021 - Jan 2024
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Toronto, Ontario, Canada
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NFP
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Ontario, Canada
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Account Executive Commercial Insurance
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Jan 2018 - Sep 2021
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Ontario, Canada
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Account Executive, Personal Lines
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Nov 2014 - Sep 2021
Insurance Broker selling personal lines of insurance including home, auto and marine.
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Accounts Receivable and Billing Specialist
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Jun 2014 - Aug 2014
Collected over $2 million of outstanding balances with international companies, exceeding the historical and expected percentage. This accomplishment was communicated to the President.Creatively researched rules and regulations for completing IRS tax forms in a timely manner, by contacting the IRS directly and then working with a tax specialist through my network.
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Schwartz Reisman Centre
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Vaughan, Ontario
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Aquatics Supervisor
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May 2012 - Jun 2014
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Vaughan, Ontario
Responsible for three pools, managing a staff of lifeguards and swim instructors, and dealing with membersExcelled at meeting deadlines as a key member of the team responsible for opening the facility in June, 2012 – helped hire and train 40 staff, provided orientation training, developed policies and procedures, coordinated with other departmentsActs as main liaison between parents and swim instructors, ensuring clients’ needs are met to retain existing customers and add new ones. Result is doubling of swim lesson revenue in 18 months from $40,000 to $80,000 per session.Educates new patrons on the facility and patiently answers questions while building trust by exceeding expectations during interactions with members. The “go to” person when members have questions. Deals creatively with new situations involving safety and registration guidelines.Maintains composure, deals professionally and patiently with upset members, while maintaining overall safety Often stays late as required during staff shortages
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Vibrant Marketing
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Greater Toronto Area
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Bacardi Brand Ambassador
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Jul 2011 - Jan 2012
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Greater Toronto Area
Promotes and Markets new and upcoming products for Bacardi.Maintains a professional demeanor and demonstrates great interpersonal skills. Sold over 25 cases to one individual customerEnsures that alcoholic products are served under the rules and regulations of Ontario and the LCBOPromotes Bacardi Products through experiential marketing, while interacting with thousands of people
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Life guard
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2010 - 2012
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Community Hebrew Academy of Toronto
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Toronto, Canada Area
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Financial Pre-Screener
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May 2011 - Aug 2011
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Toronto, Canada Area
Worked in the Business Department processing, reporting on and making decisions regarding subsidy applicationsPreserved a high degree of confidentiality within a high stress environmentMaintained constant communication with over 350 familiesCreated and analyzed financial statements and other documentsMaintained constant communication with over 350 families, under tight deadlines, and dealt professionally with concerned and sometimes upset parents
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Manion, Wilkins & Associates Ltd.
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Woodbridge, Ontario
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Accounting Clerk and Pension Assistant
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May 2009 - Aug 2009
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Woodbridge, Ontario
Processing deposits, keying remittances, balancing AR statements, filing, reception relief and general office dutiesEnsured that a misplaced vacation cheque was delivered to a union member before the long weekend, by researching where the cheque was located and getting approval to have the cheque delivered same day to the correct officeDemonstrated initiative and perseverance by following up multiple times to fix a recurring problem with a postage machine that was charging too much and messing up envelopes. Was able to accomplish what numerous full time more senior staff had failed to doQuickly learned and assisted with a variety of duties as requested, including entering pension information into computer system for individual members of major trade unions, distributing payroll cheques, greeting clients and escorting them to the boardroom
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Education
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2014 - 2014Insurance Brokers Association of Ontario
R.I.B. (Ont), Insurance -
2010 - 2011Niagara University
Bachelor of Professional Studies in Education, Education -
2006 - 2010Dalhousie University
Bachelor of Management, Business -
Westmount
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