Simone Farrugia
Woodbridge,Ontario
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
3
3
years of professional experience
Work History
Automotive Enthusiast Advisor II
Hagerty
Woodbridge, Ontario
10.2021 - Current
- Responded to inquiries and explained product features and service advantages to potential customers
- Upsold products to policyholders and potential new clients
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders
- Rewrote and reinstated insurance policies, following underwriting and business rules
- Exceeded assigned sales and retention targets each quarter by upselling insurance products
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients
- Developed appropriate quotes based on risk information
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts
- Counseled prospects and policyholders on coverage, limits and regulations
- Contacted underwriters and submitted forms to obtain binder coverage.
Legal/Administrative Assistant
Wagman, Sherkin, Barristers & Solicitors
Toronto, Ontario
07.2021 - 10.2021
- Assisted with clients who enter the firm, directing them to the conference room; Answering phone calls and corresponding emails; Scheduled client calls and in-office meeting appointments for the lawyers; Distributed envelopes/letters to the mailboxes after getting labeled and stamped; Kept conference room neat and tidy; Obtained legal research for lawyers with any questions regarding new procedures during covid 19; In charge of ordering office supplies online and took in deliveries that arrived; Organized regular and expanding legal files; Assisted with real estate clerk by opening and closing files, drafting reporting letters, inputting new client accounts into papercut; Faxed and sent legal documents to opposing counsel and clients
Administrative/Title Assistant
FNF Canada
Mississauga, Ontario
05.2021 - 08.2021
- Analyzed title searches; Handled any problems or requirements that needed to be addressed and answered before processing such as: compose initial notes from calls, discharge statements, title issues, letters of direction, title in maiden name, title in only one name and applicants, executions against same or similar names; Directly deal with the lender, broker, law firms, and clients to fix issues; Review documents with clients and prepare documentation for signing after all concerns have been solved; Conclude and double-check all mortgage information; Request and analyze payout statements from other financial institutions
Education
Humber College – Law Clerk Program
01.2021
Father Bressani Catholic High School
01.2014
Skills
- Office Management
- Litigation Support
- Administrative Assistance
- Document Editing
- Cold Calling
- Customer Service
- Customer Follow-Up
- Client Support
- Legal Research
- Legal Compliance
- Task Prioritization
- Legal Document Preparation
- Interviewing Clients
- Risk Management
- Quoting and Pricing Policies
- Risk Assessment
- Upselling
- Insurance Sales Strategy
- Policy Writing
Highlights Or Qualifications
- FNF Canada, 289-562-0088
- Brace Law Professionals, 905-815-6555
Timeline
Automotive Enthusiast Advisor II
Hagerty
10.2021 - Current
Legal/Administrative Assistant
Wagman, Sherkin, Barristers & Solicitors
07.2021 - 10.2021
Administrative/Title Assistant
FNF Canada
05.2021 - 08.2021
Humber College – Law Clerk Program
Father Bressani Catholic High School
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