Alma Lemo

Alma Lemo

Insurance Advisor

Followers of Alma Lemo634 followers
location of Alma LemoVictoria, British Columbia, Canada

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  • Timeline

  • About me

    Amplifying brand image through authentic storytelling

  • Education

    • Camosun College

      2013 - 2013
      Diploma Arts and Science
    • Royal Roads University

      2019 - 2020
      Bachelor of Arts Professional Communication
  • Experience

    • Island Savings, a division of First West Credit Union

      Jan 2010 - Jan 2015
      Insurance Advisor
    • Carson Automotive Group

      Jan 2015 - Jan 2016
      Finance Manager

      ■ Offer vehicle financing and insurance to clients and provide them with a thorough explanation of aftermarket products, extended warranties and additional accessories, and a complete explanation of dealership service procedures and policies.■ Thoroughly disclose all financial and product information pertaining to the client's agreement■ Accurately produce, print, and package the necessary documents for vehicle delivery (I.e. bill of sale, conditional sales agreement, vehicle extended service plan, insurance verification form, life/disability certificate, vehicle protection certificates, waivers etc.)■ Seek new lending institutions and maintain good working relationships to secure competitive interest rates and financing programs.■ Process financing and leasing deals accurately and securing approval through financial sources and through the federal and provincial regulations that affect the new and used vehicle finance department. Show less

    • BCI

      Jan 2017 - Jan 2017
      Associate, Investment Operations

      ■ Monitor, review, reconcile, and analyze a wide variety of high volume financial transactions to provide timely, accurate, and efficient trade settlement for all asset classes, including bonds, equities, and money market securities.■ Maintained effective liaison with custodian, brokers, and traders.■ Support trade settlement; provide pooled fund and regulatory compliance monitoring; manage daily cash flows; manage corporate data.■ Reviewed pricing of collateral for repurchase agreements to ensure it reflects current market prices and is within regulated risk requirements.■ Reviewed and prepared all documentation for internal trades to ensure an accurate investment inventory was maintained.■ Calculated blended payments for mortgage-backed securities and indexed linked bonds, as well as accrued and recorded data interest for domestic and foreign bond traders. Show less

    • RioCan Real Estate Investment Trust

      Apr 2018 - Feb 2019
      Marketing Coordinator

      *See above, under Anthem Properties.

    • Anthem Properties Group Ltd.

      Feb 2019 - Jul 2019
      Marketing Coordinator

      ■ Lead the preparation of annual marketing plan and budget.■ Develop, organize, and execute all advertising, promotions, and special events for the shopping centre.■ Develop and execute contest strategies to grow customer loyalty and engagement.■ Measure, analyze, and report all relevant metrics to measure performance of marketing campaigns against program objectives.■ Maintain communication with customers and retailers through various channels.■ Design, write, and create content and promotional materials.■ Negotiate media contracts and purchase media placement.■ Create monthly content strategy, and coordinate website and social media updates.■ Liaise with shopping centre staff, tenants, customers, suppliers, and media.■ Analyze budget to ensure program spending is in line with performance objectives.■ Coordinate non-profit and community group bookings, and manage insurance related requirements with all events and third-party suppliers.■ Promote the shopping centre's brand, and ensure consistency of image/brand is maintained. Show less

    • Here Magazine

      Jul 2020 - Sept 2020
      Content Coordinator

      Host and produce Better Together podcast.

    • A Little Media Agency (ALMA)

      Sept 2020 - now
      Creative Director
    • Chateau Victoria Hotel & Suites

      Apr 2021 - Jan 2022
      Marketing & Communications Manager
  • Licenses & Certifications

    • Motor Vehicle Salesperson

      Vehicle Sales Authority of BC
      Aug 2015
    • Fundamentals of Insurance: Level I

      Insurance Council of BC
      Jun 2010