I am a customer service, inside sales, and client-relations professional with more than 15 years of experience across real estate, financial services, insurance, retail, and customer support environments.
I have extensive experience in outbound prospecting, cold calling, lead generation, lead qualification, appointment setting, pipeline follow-up, and relationship management. I am comfortable managing high volumes of client interactions while consistently working toward sales and service targets.
In real estate, I have represented buyers and sellers, developed leads through referrals and online marketing, supported negotiations, and built an agricultural real estate division that generated more than 100 potential leads.
My financial services and insurance background includes retirement solutions, investment-related client support, health and dental claims, administrative processing, and resolving client inquiries with accuracy and professionalism.
I have trained and supported sales representatives, helped manage branch and team operations, and worked independently in fast-paced, target-driven settings. I am adaptable, positive, eager to learn, and focused on delivering strong client experiences.
I bring strong telephone communication, interpersonal skills, administrative accuracy, and a consistent commitment to building trust with clients and colleagues.
Represented buyers and sellers throughout real estate transactions, providing consultations, property-visit support, negotiation guidance, and professional assistance through the purchasing process.
Generated and developed buyer and seller leads through prospecting, referrals, and online marketing. Built an agricultural real estate division that generated more than 100 potential buyer and seller leads while maintaining strong client relationships and service reviews.
Generated and qualified real estate leads through high-volume inbound and outbound calls. Managed prospect pipelines and follow-up activities for multiple real estate agents and teams.
Qualified buyers and sellers, identified appointment opportunities, and maintained consistent prospect communication throughout lead conversion. Consistently achieved weekly sales and performance targets and trained new representatives in prospecting, calling, lead management, and client communication.
Specialized in health and dental claims while providing client service and managing administrative processes with a high degree of accuracy.
Researched and resolved client inquiries using internal insurance and financial systems, supporting a high volume of requests. Achieved a 100% quality score and received Star of the Month recognition for performance.
Worked directly with clients to understand retirement and investment needs, conducting meetings and providing information about RRSP, DCPP, and other retirement solutions.
Maintained client relationships through ongoing service and follow-up, identified sales opportunities, and connected clients with appropriate financial solutions. Received recognition for Top Performer and Top Advisor / Lead Referral performance.
Provided professional customer service in a high-volume environment while supporting day-to-day branch operations and client management initiatives.
Reviewed applications for accuracy and completeness, followed up on outstanding payments, and helped customers identify solutions based on individual needs. Worked toward company sales, service, and operational targets.
Provided customer service and support in a busy retail environment while working directly with ownership on daily business plans and operational strategies.
Managed purchasing, receiving, inventory control, quotation requests, purchase orders, and incoming and outgoing product shipments. Maintained accurate inventory records and supported daily operational needs.
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