Nada Alem

Bilingual Insurance Advisor @TD

Dieppe, NB, CA

Licenses: Ontario (OTL), New Brunswick, Quebec (AMF – ChAD)Key Responsibilities & Achievements- Advise and support bilingual clients (English and French) with auto and home insurance needs, providing tailored solutions- Conduct thorough needs analysis to recommend appropriate coverage (liability, property damage, endorsements, and additional protections)- Manage the full policy lifecycle: quotes, endorsements, renewals, cancellations, and reinstatements- Clearly explain product details and endorsements (e.g, MyAdvantage, Grand Touring, Umbrella, Extended Water Damage) to ensure client understanding and confidence- Collaborate with underwriters for approvals on specific risks while ensuring compliance with internal policies and regulatory standards- Maintain strict regulatory compliance across Ontario, New Brunswick, and Quebec, with accurate documentation and adherence to continuing education requirements- Use internal systems (GPS, MyInsurance, CRT) to process requests efficiently and deliver high levels of client satisfaction- Consistently achieve and exceed performance goals (sales, retention, and client satisfaction) through strong communication and negotiation skills.

High School Moulay Driss Fez

Bachelor's degree, Economics

Ecole Nationale de Commerce et de Gestion, Tanger

Master's degree, Audit and Management Control