Summary
Overview
Work History
Education
Skills
Timeline
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Danielle Rose

Toronto,ON

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

6
6
years of professional experience

Work History

TSR

Insure It Group
10.2023 - Current
  • Utilized company software to track customer interactions efficiently, ensuring proper documentation of all transactions.
  • Modified, updated and processed existing policies.
  • Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
  • Made contact with insurance carriers to discuss policies.
  • Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.

Marketing Specialist

Align Mortgage
01.2022 - Current
  • Planned marketing initiatives and leveraged referral networks to promote business development.
  • Developed technical and non-technical marketing presentations, public relations campaigns, articles and newsletters.
  • Maintained high level of understanding of industry standards and trends.
  • Worked closely with in-house design team to develop visuals for content.
  • Updated customer database and generated lists and counts for direct marketing projects.

Affiliate Manager

Carla Rockmore LLC
05.2022 - 04.2023
  • Established, initiated and optimized business development strategies based on company targets, product specifications, market data and budget factors.
  • Developed insights on marketing campaigns to assess performance against goals.
  • Captured new customers by optimizing business strategies and launching products to diversify offerings.
  • Evaluated consumer preferences and behaviors, combined with market trends and historical data, to adjust and enhance campaigns.
  • Built and strengthened strategic relationships with vendors, advertising agencies and leading industry partners.
  • Directed marketing projects through conceptual planning, schedule management and final implementation.

Key Holder

Honey Canada
07.2018 - 03.2020
  • Met sales targets consistently for each shift by positively engaging customers and delivering high levels of service.
  • Oversaw store operations by counting cash drawers, reviewing equipment management and supervising staff.
  • Assisted with team responsibilities by cleaning, managing cash registers and product merchandising.
  • Prepared merchandise for distribution and placement across sales floor by building pallets and tagging products.

Sales Associate

Moose Knuckles LTD
10.2017 - 10.2018
  • Engaged with customers to build rapport and loyalty.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Increased sales by offering advice on purchases and promoting additional products.
  • Accurately processed POS transactions, returning coin, currency, payment cards and receipts to customers.



Education

License - Insurance

RIBO
Toronto, Ontario
09.2023

License Certificate - Mortgage Agent

REMIC
Toronto
11.2021

License Certificate - Exempt Market Dealer

IFSE
Toronto
11.2020

Bachelor of Arts - Professional Communications

Ryerson University
Toronto, ON
06.2017

Skills

  • Skilled in PowerBroker, Outlook, Excel, broker web portals, ARS (compuquote)
  • Strategic Planning and Alignment
  • Social Media Platforms
  • Marketing Program Management
  • Customer Satisfaction
  • Affiliate Management
  • Marketing Strategy Development
  • Social Media Campaign
  • Customer Relations
  • Written Communication
  • Data Entry
  • Partnering and Relationships
  • Online Affiliate Programs
  • Recordkeeping Organization

Timeline

TSR

Insure It Group
10.2023 - Current

Affiliate Manager

Carla Rockmore LLC
05.2022 - 04.2023

Marketing Specialist

Align Mortgage
01.2022 - Current

Key Holder

Honey Canada
07.2018 - 03.2020

Sales Associate

Moose Knuckles LTD
10.2017 - 10.2018

License - Insurance

RIBO

License Certificate - Mortgage Agent

REMIC

License Certificate - Exempt Market Dealer

IFSE

Bachelor of Arts - Professional Communications

Ryerson University

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Danielle Rose