Angela B.

Experience

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  Source Medical

  Jan 1998 - Jan 2002

  HR Generalist
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  The Home Depot Canada

  Jan 2003 - Jan 2006

  Assistant Store Manger -Human Resources
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  Sun Life Financial

  May 2007 - Jun 2010

  My primary responsibility was to provide leadership and grow the Barrie Financial Centre to meet the growing financial needs of the Barrie-Simcoe-Muskoka community by attracting people who had an entrepreneurial spirit, a desire for success and who actively wanted to help others achieve their financial dreams and goals while having an opportunity for earning an uncap amount of income. - Assisted our advisors in earning their maximum capabilities with the development business and marketing plans and strategies to expand the client base. - Conducted one-on-one reviews with Advisors to build more effective communications, to understand training and development needs and to provide insight for the improvement of sales and activity performance.- Conducted regular coaching and counseling sessions with Advisors to build motivation and selling skills- Cultivated and maintain community relationships to promote good will, referral partners and expand recruitment base for new Advisors Show less Built and maintained a 500+ client base by identifying a market, analyze client needs using a holistic approach and provide insurance and investment solutions to meet their objectives-Earned Bronze Level of Merit of Achievement-Established and maintained group benefits plans outside of company metrics, for small business customers by understanding their specific needs and identifying unique product solutions as well as advising them on current human resources practises -Forged client relationships at Board of Trade functions, BNI as well as other small business networking groups resulting in commissioned sales and referrals-Educated and fostered potential clients through meetings, seminars and tradeshows on health trends and protection products such as Critical Illness and Long Term Care -Achieved a consistent sales volume to be chosen to attend National Sales Training School-Earned Top Sales Associate 3 months in a row in 2007 out of 45 senior and junior advisors Show less

  • Sales Manager

    Nov 2008 - Jun 2010

  • Advisor

    May 2007 - Nov 2008
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  Pace Consulting Benefits & Pensions LTD.

  Jul 2010 - Oct 2019

  Benefits Consultant/ Broker/ Account Manager

  A motivated and committed Benefits Consultant with 9+ years in account management and providing exceptional client care. Seeking to leverage experience in an account management role. Proven commitment to delivering results and extensive support, while building long-lasting relationships. Success in insurance sales, client development and providing client-centred financial solutions.A full cycled sales advisor, managing all phases of sales cycle: prospecting to close to on-going follow up support. Represented a full line of benefits insurance products and served as a trusted advisor to my clients. Maintained block value of approximately $2.4 M in premium for the past 5 years History of surpassing client expectations, with attention to detail to find solutions to issues Leveraged consultative sales to inspire, nurture and strengthen relationships and inspire confidence in solutions to close and maintain accounts Worked closely with internal partners including insurers to ensure sales and retention goals and effective administration of program are met Advised on health management/wellness, disability absence and claims audit.  Engaged with client service delivery, benefits strategies, financial evaluation, plan design, renewals and benchmarking Professional communications of market and industry trends Show less

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  K&K Insurance Canada

  Apr 2020 - now

  National Business Development Manager

  Insuring the World's Fun.Specializing in creating and maintaining broker partnerships within the commercial specialty and event insurance community across Canada.Dedicated to serving the commercial broker network with competitive pricing and terms no matter the size of the special event, place or space and help brokers reach or maintain desired revenue goals.Brokers! Need help with your client’s next local or national sport, motorsport, leisure activity, entertainment or recreation event/ space? PM me for a quote!For a complete list of risk solutions, please visit www.kandkcanada.com Show less