BPPG response - Options for Defined Benefit schemes - 19Apr24.pdf
Experienced Bilingual Customer Service Professional
1. 1
ER N S T JU L S A I N T
8183 Rue de Mirepoix
Montréal, QC H1R 2N7
(514) 998-5932
julsaint_ernst@yahoo.fr
OBJECTIVE:
To work for a company that recognizes my hard work and that allows me also to grow
RELEVANT SKILLS & QUALIFICATION
• Outstanding verbal and written communication skills in French, English, Spanish
• Experience and proficiency in MS Word, Excel, Access, PowerPoint, Outlook, and Lynch
• Knowledge in Bookkeeping, Financial Accounting, Managerial Accounting, Simply
Accounting, QuickBooks, ACCPAC, Accounting Procedures, ACCPAC for Payroll, The Raiser’s
Edge, Stata, WIN, WebCAPPOW, Lifetrax, Reception Training, Econometrics, and Logistics
• Training in Global Anti-Money Laundering, Information Security and Privacy Awareness,
Banking Awareness and Compliance, and Ethics
• Excellent organizational skills to multi-task, prioritize and meet all deadlines
• Professional attitude to assure confidentiality with all co-workers and customers
EMPLOYMENT EXPERIENCE
Transamerica Life Canada May 2014 – May 2015
Bilingual Client Services Toronto, Ontario
• Answer clients inquiries regarding terms, permanent whole, and Universal life insurance
• Fill out death claims and send email the claims department for follow up
• Assist clients with term exchange, conversion applications, life insurance application, etc.
• Assist in converting term insurance policies to permanent and universal life insurance
• Create tasks to update banking information, change mode, stop payments, premium holiday
• Update address and phone number in file for clients
• Prepare statement of coverage for term and permanent life insurance
• Calculate renewal premiums for term and Universal Life insurance with or without rating
• Prepare collateral assignment forms requested by financial institutions
• Send out documents to clients by email, mail or fax using WIN
Ernst Julsaint 53 Mammoth Hall Trail Scarborough ON M1B 1P5 (416) 999-5932 julsaint_ernst@yahoo.fr
2. 2
• Process partial and full surrender for Universal Life policy
• Provide fund value, interest earned on investment in Universal life policy
American Express December 2011 – May 2014
Bilingual Agent Toronto, Ontario
• Provided clients with assistance in regard to account balance, charges and transactions
• Made outbound calls to follow up on letter and offers available for them
• Explained special offers and advantages related to them, deadlines to respond
• Increased and decrease credit limit for customers accordingly
• Transferred clients to other departments for assistance on specific issues with their cards
Morneau Shepell Income Funds June 2010 – September 2011
Bilingual Pension, RRSP and DC Specialist Toronto, Ontario
• Answered inbound calls and assist callers with their Pension, DC and RRSP questions
• Assisted with retirement and termination packages, transfer and withdrawals forms
• Provided history of specific funds to clients
• Helped to change investment allocations and their contribution rate
• Supported to change beneficiaries and update their personal informations in profile
• Reset password when they locked account
French Instructor September 2009 – September 2011
Mennonite New Life Centre Toronto, Ontario
• Taught intermediate French class to 15 students successfully using conversational method
• Designed learning materials to meet learning objectives
• Helped them to build their writing, reading, listening, speaking, grammar, vocabulary skills
• Helped them to develop French skills needed to communicate effectively
• Created an atmosphere of conversation and dialogue that allows 100% of students to pass
• Assessed students and provide the appropriate tools to build their confidence
Bilingual Customer Service Representative August 2009 - May 2010
Arvato Digital Services / Microsoft Xbox Toronto, Ontario
• Answered inbound calls professionally with etiquette and manners
• Used probing questions and active listening skills to assist customers efficiently
• Researched required informations using available resources to answer to callers’ inquiries
Ernst Julsaint 53 Mammoth Hall Trail Scarborough ON M1B 1P5 (416) 999-5932 julsaint_ernst@yahoo.fr
3. 3
• Built customers’ interest in the services and/or products offered by the company
• Handled and resolve customers’ issues successfully in first call
• Displayed time flexibility to towards shifts as per floor requirements
EDUCATION & PROFESSIONAL DEVELOPMENT
BA Economics 2014
York University Toronto, Ontario
Certificate Computerized Accounting 2010
Working Skills Centre and ACES Career College Toronto, Ontario
Certificate Administrative Assistant 2010
Working Skills Centre and ACES Career College Toronto, Ontario
Business Administration 2007
Florida Metropolitan University Orlando, Florida
Langues Vivantes 2005
École Normale Supérieure Port-au-Prince, Haïti
REFERENCES UPON REQUEST
Ernst Julsaint 53 Mammoth Hall Trail Scarborough ON M1B 1P5 (416) 999-5932 julsaint_ernst@yahoo.fr