Talia Smith
Montego bay,Jamaica
Summary
Dynamic Insurance Advisor at Guardian Life Limited with a proven track record in client relationship management and risk assessment. Expert in guiding clients to optimal insurance solutions while ensuring compliance with regulations. Recognized for exceptional communication skills and meticulous record-keeping, enhancing client satisfaction and retention by over 20%.
Overview
7
7
years of professional experience
Work History
Insurance Advisor
Guardian Life Limited
08.2024 - Current
- Provides guidance to clients on insurance products, helping them choose the right coverage based on their needs. They explain policy options, assist with applications, and ensure clients understand their coverage.
- Assess risks, process claims, and maintain client relationships to ensure satisfaction and retention.
Registration Officer
Guardian Life Limited
07.2023 - 07.2024
- Responsible for managing the registration and administration of pension schemes.
- Ensure compliance with regulations, assist with enrollment, maintain accurate records, process changes to pension plans, and provide support and guidance to individuals, or organizations.
- Ensuring pension plans are properly managed and compliant with legal requirements.
Teller
Beryllium Limited
09.2021 - 03.2023
- Handles and manages large volumes of cash, ensuring it is accurately counted, sorted, and prepared for deposit or distribution.
- Verify authenticity, maintain records, and follow strict security protocols to ensure safe and efficient cash handling.
Teller and Customer Service Representative
COK Sodality Co-operative Credit Union LTD
11.2018 - 08.2021
- Handles customer transactions such as deposits, withdrawals, and payments.
- Manage cash, assist with account inquiries, provide customer service, and ensure compliance with banking policies and ensuring accurate and efficient banking operations.
Cambio Teller and Customer Service Representative
Global Exchange
08.2018 - 11.2018
- Responsible for processing currency exchange transactions, including buying and selling foreign currencies. Assist customers with exchanging money, provide accurate exchange rates, and ensure proper documentation.
- Manage cash, maintain transaction records, and follow security protocols to ensure accurate and secure transactions.
Education
High School Diploma - Office Administration, Principles of Business, Principles of Accounts, Information Technology, Electronic Document Preparation Management, Mathematics, English Language
St. Andrew Technical High
06.2016
Skills
- Customer Service
- Risk assessment
- Insurance regulations
- Client relationship management
- Record keeping
- Communication skills
- Attention to detail
- Problem solving
- Information technology competency
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Interpersonal skills
- Organizational abilities
- Effective communication
Accomplishments
- Citizenship award
- High School Diploma
- Award for most outstanding student in Principles of Accounts
- Awarded for meeting monthly targets at The COK Sodality Co-operative Credit Union LTD
Hobbies and Interests
- Researching
- Use of technology
- Socializing
- Adoring nature
- Travel experiences
- Meeting people from other cultural backgrounds
References
- Claudette Myrie, System Administrator, COK Sodality Cooperative Credit Union, 1-876-7641580, 1-876-5773910
- Trudiann Tyrell, Human Resource Officer, Beryllium Limited, 1-876-3131711
- Nicholas Clarke, Assistant Manager, COK Sodality Cooperative Credit Union, 1-876-4459452
Timeline
Insurance Advisor
Guardian Life Limited
08.2024 - Current
Registration Officer
Guardian Life Limited
07.2023 - 07.2024
Teller
Beryllium Limited
09.2021 - 03.2023
Teller and Customer Service Representative
COK Sodality Co-operative Credit Union LTD
11.2018 - 08.2021
Cambio Teller and Customer Service Representative
Global Exchange
08.2018 - 11.2018
High School Diploma - Office Administration, Principles of Business, Principles of Accounts, Information Technology, Electronic Document Preparation Management, Mathematics, English Language
St. Andrew Technical High
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