Co-operators

Personal Lines-
*Develop and maintain solid client relationships. Assist building the book of business through new sales.
*Handle incoming customer service calls, performing policy changes,.
*Retain clear and concise documentation and records. 
*Other duties including billing, client reviews and processing customer payments.

Commercial Lines-
*Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals. *Completing risk assessments and commercial inspections in accordance with underwriting guidelines. 
*Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes. 
*Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required. 
*Participating in networking events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities. 

Life, Disability and Critical Illness-
*Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs. 
*Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms.
*Regularly review individual business results and adjust activities as required to meet established targets.

Associate Insurance Advisor

Wolfpack Mortgage Solutions Team

Approves mortgage loans by examining application and supporting documentation; estimating credit-worthiness; calculating repayment risk. Competes mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation; scheduling and completing mortgage loan closing.

Mortgage Agent

Tomlinson Group of Companies

Maintain and inspect truck to ensure safe use, checking fluid levels and air pressure. Inspect and maintain concrete loads, ensuring mixer is operating correctly and cleaned afterwards. Deliver concrete according to schedule and communicate with dispatch. Clear and effective communication to ensure clients needs are met.

Tomlinson Ready Mix 

Frew Liquid Transfer Inc

The safe handling and transport of all petroleum products in accordance with the Canadian Fuels Association Driver Certification Program. Delivery to retail gas stations, commercial bulk facilities, and airports.

Petroleum Supply Specialist

Westcan Bulk Transport

Petroleum Driver 

PropertyGuys.com - Canada's Largest Private Sale Franchise Network

PropertyGuys.com is a real estate marketing company that empowers home sellers to manage their own purchases and sales thus saving thousands in real estate fees. 
I was the franchisee for the Kingston & Frontenacs territory. We provided marketing plans, appraisal, home staging, expert photography, listings on MLS, signage and 3rd party legal advice for a flat fee.

Franchise Owner-PropertyGuys.com 

KBD Transportation 

Logistics planning and dispatching of 40 cross border trucks divided between a dry van and flatbed division. I scheduled local and shunt drivers to provide short haul movements of freight within eastern Ontario and Western Quebec,. Develop new and profitable freight lanes through inside sales, freight brokering, analytics. I worked in all areas of the business including some recruiting, training, incident reporting, compliance, freight claims, storage charges. I tended to after hours emergency roadside maintenance, US and Canada customs issues and worked with our garage staff to schedule regular fleet maintenance for over 125 pieces of equipment.

Logistics Specialist/Dispatch Planner

Kriska Holdings Ltd.

I started off as a company driver and within 1 year was promoted to Driver Trainer. In my third year I transitioned to Owner Operator when I purchased my first truck. I would grow to have 3 trucks leased to Kriska as well as SLH Transport in Kingston.

Taplio

Bryan Spear's Linkedin Analytics

Bryan Spear

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Taplio

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Bryan Spear

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