Jake Gillies

Experience

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  Medipac Travel Insurance

  Apr 2019 - Jan 2021

  Customer Service Representative

  - Handling customer requests for new lines and endorsements while providing superior customer service- Providing customers with quotes and assistance during purchasing process- Communicating with clients over email, on the phone and in person- Ensuring phone queue system functions smoothly- Ability to work with numbers on the computer insurance system- Winner of all 3 ‘Summer Sales Contests’ for selling the most policies in a work week

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  Questrade Financial Group

  Jan 2021 - Apr 2022

  Client Services Specialist

  - Responding to clients’ enquiries quickly, professionally, and accurately- Conducting follow ups with customers following completion of an investigation- Leading Bi-weekly team meetings- Respond to incoming client inquiries and a variety of client issues including account inquiries, transaction inquiries, and technological assistance- Winner of “Positively Pink” 3 times for outstanding customer service

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  TouchBistro

  May 2022 - Oct 2022

  Account Development Representative

  - Experience with both cold and warm sales leads- Using Salesforce to document account activity, generate account touchpoints, and filter using various criteria to target qualifying prospective accounts- Referencing both restaurant and software industry trends and competitive environments in client communications- Participating in team-driven customer experience within a sales pipeline- Facilitating training and onboarding

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  Fidelity Investments

  Nov 2022 - now

  Sales Analyst