Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Danielle Bordeau
Timeline
Generic

Danielle Bordeau

Feeding Hills,MA

Summary

Highly adaptable individual with years of experience in customer service roles. Dynamic, extremely passionate, and results-driven professional with a diverse background in sales, customer service, and material handling, seeking a new role that offers opportunities for professional growth and development. Consistently dedicated to providing every customer with a positive and memorable experience.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

New York Life Insurance Co/ Nylife securities
Windsor, Connecticut
03.2025 - Current
  • Developed tailored insurance plans for diverse client needs and preferences.
  • Conducted thorough policy reviews to ensure compliance with industry regulations.
  • Educated clients on various life insurance options and benefits available.
  • Passed securities essentials exam
  • Provided personalized service to clients by phone, email, or in-person meetings.
  • Developed and maintained relationships with clients to ensure customer satisfaction. (customer reviews every six months to a year after policy, annuity, investment put in place)
  • Educated clients on various types of life insurance policies available in the market. Educated clients on each type and its features, making recommendations.
  • Obtained underwriting approval by completing application for coverage.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Calculated premiums and established payment methods.
  • Assisted customers in selecting the right life insurance coverage for their needs by explaining various features, riders, and customization.
  • Performed administrative tasks such as filing paperwork or updating databases.
  • Evaluated current financial situation of clients before recommending any policy changes.
  • Negotiated terms of policy with clients to ensure maximum benefit for both parties.
  • Ensured compliance with all applicable laws when issuing policies or making recommendations.
  • Attended educational seminars and conferences to stay up-to-date on industry trends.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Developed marketing strategies to compete with other individuals or companies selling insurance.
  • Conducted thorough needs analysis to recommend appropriate life insurance products.
  • Coordinated with other financial professionals to offer comprehensive financial planning services.( worked with other professionals did not exclude anyone to create the best plan for each customer)
  • Monitored policy renewals and contacted clients to discuss renewal options and changes.
  • Prepared and delivered presentations on life insurance products to groups and individuals.
  • Customized insurance policies to meet the specific needs and financial goals of clients.
  • Sought out new clients and developed clientele by networking to find new customers. (Online social media & joined my town chamber, attended fellow town chamber events, sponsored events {Golf tournaments, Bridal Expo etc, charity work})
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Prepared application, completed application and made sure everything was filled in properly.
  • Completed a lot of paperwork behind the scenes, made lots of phone calls to clients to get blood work, some had to do medical exams, which sometimes took a very long time to get a hold of them and some there was no contact after the application process so policy was never in force.
  • Cold called for hours a day
  • Practiced scripts and rebuttal's for objections

Benefits Specialist (Career Agent)

American Income Life Insurance Company
Braintree, Massachusetts
10.2024 - 01.2025
  • Assisted in the development of benefit plans and policies, offering term and whole life insurance.
  • Plans including ,accidental injury,accidental death and dismemberment, income protection, mortgage protection as well as final expense whole life insurance.
  • Demonstrated self-motivation and a desire for continuous improvement by independently pursuing additional education and training, including books and courses on insurance sales and the life insurance industry.
  • Consistently made a high volume of calls to leads on a daily basis, in order to book appointments and showcase our insurance products to potential clients. (150+ calls a day)
  • Reviewed and evaluated applications for life insurance policies to determine risk factors.
  • Processed applications for new life insurance policies in accordance with established procedures.
  • Created customer profiles and analyzed their needs to recommend appropriate life insurance products.
  • Ensured compliance with state guidelines when selling life insurance products.
  • Monitored changes in regulations affecting life insurance products.
  • Educated customers about the benefits of life insurance products through presentations. (advising products best fitted for their life.)
  • Researched and analyzed customer needs to design tailored health life insurance plans.
  • Educated clients on the benefits and features of health life insurance products.
  • Educated clients about the features, advantages, and disadvantages of different types of life insurance policies.
  • Analyzed client needs, recommended appropriate life insurance policies, and provided product information to clients.
  • Ensured compliance with all applicable regulations regarding health life insurance products.
  • Provided clients with advice on how to best manage their life insurance investments.
  • Created presentations that highlighted features and benefits of various life insurance products.
  • Analyzed customer needs and provided appropriate recommendations regarding life insurance policies.
  • Reviewed life insurance policies to ensure compliance with company standards and regulations.
  • Provided advice and guidance to customers regarding their existing or proposed life insurance plans.
  • Sold life insurance policies via zoom.
  • Advised clients on the best life insurance policies for their needs.
  • Attended webinars related to life insurance topics/sales training in order to stay informed on industry developments.
  • Negotiated with prospective customers to close deals for life insurance policies.
  • Delivered presentations on the benefits of purchasing life insurance policies.
  • Assessed customer needs in order to recommend appropriate life insurance products.
  • Worked with a team to develop a structured goal-setting framework, establishing daily, weekly, and monthly targets to drive consistent sales growth and ongoing education in insurance products and services.

Guest Service Ambassador

Baystate Medical Center
Springfield, MA
06.2023 - 10.2024
  • Checked quality of ingredients before use in order to ensure freshness.
  • Maintained a clean working environment by sweeping, mopping floors, washing surfaces and emptying trash cans.
  • Coordinated with cooks and other servers to ensure timely delivery of meals to patients.
  • Inspected kitchens for sanitary conditions before the start of each shift.
  • Prepared dishes in fast-paced environment working with teammates to maintain high customer satisfaction rate for all patients.
  • Followed established procedures and requirements for safe food handling, storage and service.
  • Wrapped, dated and labeled food items in storage for safety and freshness.
  • Enforced proper sanitation practices to prevent spoiling or contamination of foods.
  • Replenished food items from inventory and rotated ingredients.
  • Carried pans and trays of food to and from work stations, stove and refrigerator.
  • Interacted with cooks/supervisors regarding special orders for patients with food allergies,gluten intolerance or some that have dysphagia, that need thier meal ground and may not receive a straw.
  • Sanitized workstation before and end of shift to minimize risk of salmonella and other food-borne illnesses.
  • Set up work stations,stock indi ideal fridges,stock walk-in fridges and stock dry stock before the start of building meal trays to minimize prep time.
  • Maintained clean and orderly appearance throughout kitchen and surrounding area.
  • Checked completed orders for correct quantity and quality.
  • Adhered to regulatory standards regarding safe and sanitary food prep.
  • Made meals in accordance with company standards and requirements.
  • Communicated effectively with cook/servers and supervisors regarding patient food allergies and dietary restrictions.
  • Requested supplies and equipment orders, explaining needs to managers.
  • Assisted other servers when needed, when some get backed up or had more trays to build or any other help.
  • Assisted with stocking supplies such as napkins, silverware, jello, juices, puddings, fruit cups, milk, creamers, freshly sliced fruit cups, and many types of nutritional drinks such as ensures etc.
  • Constantly Checking dates and rotating new stock to the back and ones closer to expire in the front.
  • Managed multiple tasks simultaneously while providing excellent customer service, to cooks/co-worker's/supervisors and hopefully many more along the way.

Sales Associate

Harbor Freight Tools USA
Springfield, MA
01.2023 - 10.2023
  • Greeted each and every customer with a smile, offering personalized assistance and ensuring their needs were met.
  • Answered incoming telephone calls to provide store, products and services information.
  • Sold various products by explaining unique features and educating customers on proper application or usage.
  • Attended weekly team meetings to review performance goals and objectives.
  • Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
  • Collected payments and provided accurate change.
  • Described merchandise and explained use, operation and care.
  • Developed promotional strategies to increase sales volume. Utilized persuasive sales techniques to promote "Inside Track Club" memberships, enhancing customer service experiences, while also driving sales of warranties on merchandise. (ITC memberships were available in 1-year and 2-year term options.)
  • Processed returns, exchanges, and refunds in accordance with company policies.
  • Maintained up-to-date knowledge of store merchandise and policies.
  • Demonstrated product features and benefits for customers' needs.
  • Organized store by returning merchandise to proper areas and restocked displays.
  • Assisted customers in finding the right products, offering advice on product features, functionality, and usage.
  • Organized stockroom shelves according to size, color or style.
  • Placed special orders or called other stores to find desired items.
  • Processed transactions using a point-of-sale system.
  • Used technology resources to assist customers in locating and selecting items.
  • Assessed customer needs to provide assistance and information on product features.
  • Handled returns and exchanges according to company policies.
  • Upsold additional items based on customer interests and needs.
  • Processed credit card transactions quickly and securely.
  • Bagged or packaged purchases and gift cards.
  • Monitored sales data to identify trends and areas for improvement in ITC membership and warranty sales throughout all company locations. As well as tracked personal sales goals for ITC memberships and warranties, striving to continually improve my performance.
  • Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
  • Computed purchases and received and processed cash or credit payment.
  • Watched for and recognized security risks and thefts to prevent or handle situations.
  • Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
  • Handled customer complaints in a professional manner.
  • Maintained cleanliness of store environment including floors, windows, displays.
  • Cleaned shelves, counters and tables to maintain organized store.

Transportation Aide

Trinity Health (mercy hospital)
Springfield, MA
02.2022 - 12.2022
  • Transporting patients to various locations in the hospital for medical procedures.
  • Offering support, encouragement, and solace to patients.
  • Ensuring patients are comfortable and safe during transit.
  • Ensuring it is the correct patient before each transport.
  • Using two patient identifiers, either verbally spoken, or by checking the patients bracelet.
  • Confirm the patients name and date of birth to ensure it is the correct patient before the transport.
  • Coordinate with the patients nurse to determine the status of the patient and whether they can walk or stand.
  • Always have the patients chart for every transport.
  • Introduce yourself to patient and explain where they are being taken to, and what are the next steps that are going to take place.
  • Ensure patient is safe for the entire transport.
  • Lift patients or help assist patients onto and out of stretchers, wheelchairs or beds.
  • Have knowledge of how each stretcher, wheelchair and bed operates.
  • Many patients who are incapable of standing or walking, need to be slid from their bed onto the stretcher, which is done so with a slide board, and the help of the pct and or nurse.
  • Some patients can't be transported without their heart monitors, in which case a portable heart monitor is connected. In such cases, the nurse has to be present for the entire transport.
  • The same is true if the patient is receiving a blood transfusion.
  • Often times comfort and support is offered when a patient is going to get a procedure or a test that is unfamiliar.
  • Knowledge to drive various beds that have motors in them, such as the intensive care unit and bariatric beds.
  • Drive the ICU beds with one hand while simultaneously pushing the IV pole with the other.
  • Plug-in multiple wires from beds and call bells back in after transport.
  • Inspect each stretcher to ensure each oxygen tank is not empty and in proper working order and replace if needed.
  • Replace empty oxygen tanks on the hospital floors with full ones from the oxygen storage supply room.
  • Lastly patients are discharged via wheelchair providing assistance by opening vehicle doors and physical aid into their vehicle.

Assembler/Broacher

Savage Arms
Westfield, MA
11.2020 - 09.2021
  • Packer (nov 2020-march2021)
  • Inspected finished parts and components to enforce QA standards and uncover defects prior to packaging.
  • Completed accurate assembly work by positioning and aligning components.
  • Packed merchandise into boxes and containers in a timely manner.
  • Assembled Scopes on each firearm.
  • Assembled proper kits that went with each firearm.
  • Checked each firearm for specified serial number on each firearm and shipping label.
  • Assembled and packaged at least 80 rifles each shift.
  • learned to work with a wide range of different firearms to pack, for each firearm needed something different.

March 2021 Trained for six weeks in the finishing department

  • Worked on the Black Oxide Line.
  • Got familiar with various chemicals that made up the process of putting a black oxide finish on barrels as well as many small parts of the weapon.
  • Chemicals included large tanks of sulfuric acid, hot oil, cold oil,a cleaning solution,the actual black oxide which had to remain at specific temperatures and hot and cold tap water.
  • Ran our carbon steel barrels through our shot blast machine.
  • Blasted each barrel out with an air hose to get any remaining shot blast out and connected them to hoister lift for them to run through a vertical wash machine.
  • The black oxide process - a specific process one has to follow. The barrels are placed in each solution or chemical for a specific purpose for a specific amount of time.
  • Used one of two holsters to support a cage of up to 60 barrels, which lifted and lowered each one down into the proper solution we selected. Continued to make sure it was in the chemical for the proper amount of time until the whole process was complete.

April 2021-Sep2021 Broach-Receivers

  • Operated one or more previously setup broaching machines to broach internal or external surfaces of {firearm receivers) to specifications, on production basis.
  • Starts machine, observes operation, and verifies conformance of broached workpieces to specifications, using measuring instruments and checks for any safety hazards before operation.
  • Changed or polished worn broaches.
  • operated Anti-bind machine.
  • operated washer and assorted receivers by the job number and description.

Personal Care Attendant

Stavros
Springfield, MA
10.2019 - 10.2020
  • Ambulated individuals with safe and effective strategies around home, public and medical locations.
  • Transported clients to locations such as medical appointments and group meetings to maintain social connections and meet medical needs.
  • Helped clients maintain daily living standards by assisting with personal hygiene needs.
  • Took and recorded patient temperature, and pulse to monitor health statistics.
  • Engaged with patients and families, providing emotional support and instruction in preparing healthy meals, independent living skills and adaptation to disability or illness.
  • Planned and prepared nutritious meals and snacks to meet special client diets such as as diabetic, low sodium and high protein.
  • Assisted with meal planning to meet nutritional plans.
  • Transported patients to and from medical, dental and personal care appointments.
  • Helped clients with personal needs from exercise to bathing and personal grooming.
  • Performed light housekeeping duties such as, making beds, sweeping floors and sanitizing surfaces.
  • Administered personal assistance in pre- and post-operative situations.

Sales Floor Associate

Dollar Tree
West Springfield, MA
11.2018 - 10.2020
  • Worked with off-site locations to find desired items for customers.
  • Created attractive product displays to enhance customer experiences and boost sales.
  • Stocked, replenished and organized inventory, completing tasks in a timely manner.
  • Reduced store theft by observing customers, identifying security risks.
  • Delivered outstanding service to customers daily.
  • Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
  • Increased purchase totals by recommending additional items based on stated customer preferences and budget targets.
  • Arranged merchandise for display to highlight new styles, attract customers and enhance sales.
  • Maintained respect and dignity with co-workers.
  • Work well alone or as a team
  • Maintained accurate and attractive merchandise displays to maximize purchases.
  • Counted cash, made change and stored coupons to keep organized and balanced cash register drawer.
  • Processed merchandise returns and exchanges for customers to refund payments, trade items and offer store credit.
  • Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals.
  • Replenished floor stock and processed efficient shipments to maintain optimal product availability for customer demands.
  • Processed freight once a week and delivered merchandise to the proper place in the stock room.

Bartender/Server

Springfield Country Club
West Springfield, MA
03.2017 - 09.2017
  • Satisfied customers by topping off drinks and anticipating condiments, napkins and other needs.
  • Operated POS terminals to input orders, split bills and calculate totals.
  • Provided exceptional service to countless customers per day at upper class establishment.
  • Restocked nonperishable food items, condiments and napkins to keep pantry well-supplied.
  • Restocked a number of many different variety of liquors.
  • Arranged place settings with fresh tablecloths, tableware and flowers to beautify table.
  • Adhered to minimum age requirements for consumption of alcoholic beverages by checking identification.
  • Completed closing duties by emptying trash, safeguarding alcohol and polishing silverware.
  • Greeted customers, answered questions and recommended fine wine food and dessert.
  • Upsold customers and to boost average sales.
  • Rearranged tables and chairs, located decorations and rolled extra silverware to prepare for large groups.
  • Applied safe food handling and optimal cleaning strategies to protect customers from foodborne illness and maintain proper sanitation.
  • Designed custom private function and banquet packages for business dinners, sales presentations, club meetings, weddings and charity events.
  • Maintained polite and professional demeanor to patrons at all times.
  • Operated and maintained cleaning equipment and tools, including dishwasher, hand wash stations, pot-scrubbing station and trash compactor.
  • Assisted kitchen staff with food counts by determining number of items required for complete service.
  • Served plated dinners, buffet-style dinners and passed hors d'oeuvres for parties.
  • Communicated with event coordinators to verify appropriate and adequate accommodations for larger parties.
  • Sent orders to kitchen staff by POS system.
  • Addressed concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
  • Performed walked throughs during service to monitor guest satisfaction and advise serving and bussing staff of specific guest needs.
  • Prepared both alcoholic and non-alcoholic beverages as specified by patrons, consistently delivering to tables or bar.

Education

Certificate-Personalist

College Of The United States Air Force
Biloxi, MS
11.2008

Basic Training (boot Camp) -

United States Air Force
San Antonio, TX
09.2008

High School Diploma -

West Springfield High School
West Springfield, MA
06.2007

Some College (No Degree) - Liberal Arts/ Pre Health

Springfield Technical Community College
Springfield, MA

Skills

  • Friendly
  • Hard Working
  • Computer Literate
  • Team player
  • Referral management
  • Building relationships
  • Referral generation
  • Policy customization
  • Objection Handling
  • Prospecting clients
  • Continuing education
  • Appointment scheduling
  • Policy adjustment
  • Client service
  • Household organization
  • Patient Care
  • Client relationship management
  • Meal planning
  • Adaptable under pressure
  • Proper phone etiquette
  • Cash management experience
  • Coordination skills
  • Client satisfaction
  • POS systems
  • Issue resolution
  • Cash drawer balancing
  • Great customer service
  • Able to stand for hours

Accomplishments

  • Maintained a 4.0 GPA all four years of high school. Honor Roll all four years of high school.
  • Graduated as an Honor Graduate from United States Air Force Basic Training, achieving a distinguished score of 95% or higher on the final examination.
  • Achieved the Thunderbolt Award for exceptional physical performance, exceeding the standard requirements for passing.
  • Maintained a 4.0 GPA for three out of four semesters in college. (Me and sociology didn't see eye to eye.)

Certification

  • certified Personnelist in the Untied States Air Force reserves (2008) No longer in the Service since 2016
  • Life and health Insurance license (Massachussetts, current)

Affiliations

  • Love reading many good books. Crime, mystery and thrillers are of my favorite.
  • I actually really like to learn, but my 12 year old self would beg to differ.
  • I attended a local community college for two years, but didn't end up graduating, continuously changing my major, since I had absolutely no clue as to what I wanted to do when I grew up.
  • I was obsessed with sports growing up. I played soccer all through middle school. So I guess its fair to say I can be a little competitive.
  • I love to go hiking but you wont catch me out in the cold. Only warm months for me, which sometimes can be seldom for New England. I'm a warm-weather enthusiast, born in the wrong climate.
  • When I was in the Air Force, we would go to the local Veterans hospital and spend some time with them. We played board games, shared stories, mostly they would share stories. Even though many of them were very confused and couldn't understand why their were so many women never mind how many in leadership roles. Our Major of our squadron was a female and they couldn't comprehend a female being a officer, especially being in a leadership position. Back in their day, it was unheard of to have any women in the military never mind officers and women in powerful positions. But we didn't take it personally, we understood it was a very different time and we tried to educate them but some still didn't agree. So we chose to agree to disagree. But generally we were there to keep them company. Many of the Vets there had no life outside of that hospital. Some were confined there for many years due to injury or old age. Some didn't get many visits from their family, some didn't get any at all. So we tried to provide a little bit of comfort, support, and laughs. That was the least we could do for these men that put their lives on the line for our freedom.

Danielle Bordeau

My hobbies include reading, I absolutely love to read. I love to get lost for hours in an alternate reality, that is of not mine. I enjoy listening to music, and I also love spending time with friends and family especially in these unknown times.

Timeline

Life Insurance Agent

New York Life Insurance Co/ Nylife securities
03.2025 - Current

Benefits Specialist (Career Agent)

American Income Life Insurance Company
10.2024 - 01.2025

Guest Service Ambassador

Baystate Medical Center
06.2023 - 10.2024

Sales Associate

Harbor Freight Tools USA
01.2023 - 10.2023

Transportation Aide

Trinity Health (mercy hospital)
02.2022 - 12.2022

Assembler/Broacher

Savage Arms
11.2020 - 09.2021

Personal Care Attendant

Stavros
10.2019 - 10.2020

Sales Floor Associate

Dollar Tree
11.2018 - 10.2020

Bartender/Server

Springfield Country Club
03.2017 - 09.2017

Certificate-Personalist

College Of The United States Air Force

Basic Training (boot Camp) -

United States Air Force

High School Diploma -

West Springfield High School

Some College (No Degree) - Liberal Arts/ Pre Health

Springfield Technical Community College
Danielle Bordeau