Isabelle Daniel Sheppard

In December 2023, following my outstanding performance in the New Business department, I was promoted to the position of Client Services Team Lead. In this role, my responsibilities included the following:

Oversee and enhance the performance of my team in client engagement, ensuring that all interactions are conducted with professionalism and efficiency.

Assign monthly leads to advisors, ensuring a fair distribution, and monitor the progress and outcomes of these leads on a daily basis to ensure targets are met.

Develop comprehensive training materials designed to empower the team, providing them with the tools and knowledge necessary to advance their careers and improve their professional skills.

Conduct regular training sessions to share my personal techniques and styles, aiming to inspire and equip the team with effective strategies for client interaction and service delivery.

Compile and report daily statistics to management, offering insights and actionable steps for continuous improvement as a cohesive team.

Deliver presentations at monthly conferences to the company's board of managers, highlighting team achievements, challenges, and strategic plans for future growth.

Boost customer satisfaction ratings by rigorously monitoring service quality standards and swiftly addressing any issues that arise, ensuring a high level of client satisfaction and loyalty.

Foster an inclusive and diverse team culture by promoting respect, understanding, and collaboration among all team members, thereby creating a supportive and dynamic work environment.

In October 2023, I was elevated to the position of Team Lead for a newly established business team at Bsure Insurance Advisors.

In this capacity, my duties and responsibilities encompassed the following:

- Provide comprehensive training to new employees to enable them to develop a successful portfolio of dealers.

- Mentor and guide new team members by employing various techniques and strategies to enhance their sales skills.

- Oversee and manage all financial transactions and payments related to the dealers within my team.

- Ensure that all administrative tasks and necessary amendments are accurately completed for my team.

- Compile and submit detailed reports on an hourly, daily, and monthly basis to the management, highlighting the performance metrics of my team.

- Deliver presentations on the monthly conference statistics to the board of managers at the company.

I began my tenure at Bsure Insurance Advisors in September 2020, where I initially took on the role of a New Business Sales Advisor.

My responsibilities in this position included the following:

- Establishing and maintaining strong, professional relationships with sales personnel and finance managers at various car dealerships across the province.

- Providing assistance to these individuals by facilitating insurance solutions for their clients who were in the process of purchasing vehicles from their dealerships.

- Monitoring and managing the financial transactions related to my partners, including keeping track of payments and making necessary amendments to agreements.

- Consistently meeting the set hourly performance targets on a daily basis, ensuring that I was contributing effectively to the team's goals.

- Not only did I meet my monthly company targets, but I also surpassed them, achieving an impressive average of 75 insurance policies per month.

I was employed at Xinix Insurance Brokers as a Sales Advisor, where I was responsible for selling insurance policies on behalf of insurers. My role included independently managing client retention, maintaining client services, and acquiring new business. I held this position for a year before pursuing full-time studies.