Gui Lima
High Net Worth Case Manager @Sun Life
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WORK HISTORY
High Net Worth Case Manager @Sun Life
CA
Suporting complex and high value transactions related to life and critical illness insurance products. Handling high value policies and files starting at annual premium to as high as $1M. Providing concierge level service to high end advisors accross Canada in both English and French.
EDUCATION
Seneca Polytechnic
Advanced Diploma, Business Administration & Marketing
ABOUT GUI LIMA
As a Seneca College alumni with a degree in Business Administration, I represented the college as a Student Bachelor and Program Presenter throughout my studies. Whilst in college, I gained valuable experience at Starbucks, honing my soft skills in customer service and teamwork. Additionally, I interned at Study Now Canada, acquiring hands-on experience in sales and customer communication. I also freelanced as a legal translator, volunteered for the Federation of Brazilian-Canadian businesses, and briefly worked at Via Rail Canada. Currently, I am a Case Manager Consultant at Sun Life, ensuring smooth completion of new business processes. I am passionate about the industry and pursuing LOMA (FLMI) Life Insurance certifications. Fluent in Portuguese, English, French, and Spanish.He/Him/His; IPA:/gi/ g••••••••@gmail.com
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