Sherida Mcfarlane
George Town
Summary
With over 24 years of experience in trust and commercial banking, as well as the insurance industry, I have acquired a wide range of skills and attributes. My strong working abilities are complemented by excellent communication skills, allowing me to effectively navigate high-pressure situations. Dedicated to fulfilling assigned duties, I am confident that I will exceed your expectations. As an insurance professional, I have a proven track record of delivering client-focused solutions in personal insurance. My ability to collaborate effectively and adapt to dynamic environments consistently yields positive results. I possess strong skills in policy evaluation, client education, and risk management, and am highly regarded for my reliability and flexibility. Additionally, I bring a proactive approach and a strong desire to learn and grow within the insurance industry. I have a knack for quickly grasping complex policy details and applying analytical thinking to assess client needs. In the role of [Desired Position], I am ready to utilize and further develop my customer service and analytical skills.
Overview
25
25
years of professional experience
36
36
years of post-secondary education
Work History
Senior Customer Services Officer
Vanguard Risk Solutions
12.2022 - Current
- Cultivated strong relationships with clients by delivering personalized attention and addressing unique needs.
- Launched products to clients and prospects to capture cross-sell opportunities.
- Conducted regular quality assurance checks on team member interactions with clients, ensuring adherence to established protocols and guidelines.
- Improved overall team efficiency through the implementation of time management strategies and delegation techniques.
- Promoted client retention through the delivery of outstanding service experiences tailored to individual preferences and needs.
- Mentored new employees while supporting complex dedicated suite of products and services.
- Provided exceptional support during high call volume periods, maintaining a calm demeanor and professional attitude throughout each interaction.
- Managed escalated calls from customers with complex issues, resolving problems efficiently while maintaining composure under pressure.
- Contributed to increased sales figures by upselling products or services when appropriate during customer interactions.
Personal Insurance Representative
British Caymanian Insurance Company Limited
01.2020 - 12.2022
- Generated increased revenue with targeted sales strategies and effective client relationship management.
- Collaborated with underwriters to negotiate favorable terms and conditions for client policies.
- Created customized presentations for prospective clients, showcasing the benefits of personal insurance products tailored to their needs.
- Stayed up-to-date on industry trends and regulations, providing clients with accurate information and advice on their insurance options.
- Increased customer loyalty through regular communication touchpoints, addressing concerns proactively before policy renewal periods.
Senior Bank Clerk
Delta Bank and Trust Company
08.2005 - 12.2020
- Processed new account openings efficiently, ensuring all necessary documentation was completed accurately.
- Maintained security standards by verifying customer identification during transactions as per bank policies.
- Increased customer satisfaction by providing efficient and accurate transaction processing.
Bank Teller
Scotiabank (Cayman Islands) Ltd
05.2002 - 08.2005
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
Cashier/Customer Service Representative
Fosters Food Fair
06.2000 - 02.2002
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Assisted customers with returns, refunds and resolving transaction issues.
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
Education
Certificate - Foundation I.B.M. PC\MS Dos
Computer Training Center
Diploma - Foundation Lotus 1-2
Computer Training Center
Diploma - Foundation Word-perfect
Computer Training Center
English Language Arts & Mathematics
Wakenaam Community College
Distinction in introduction to word-processing
University of Guyana
Relation Focused Service programmed
Scotia Bank (Cayman Islands) Ltd
Counselor learning programmed
Scotia Bank (Cayman Islands) Ltd
Essequibo Island Secondary
01.1983 - 01.1993
Zeelandia Primary
01.1983 - 01.1989
ASSOCIATE IN INSURANCE
The Institute (USA)
08-2024
Anti-money Laundering Course And Compliance Workshop On The Prevention And Detection of Money Laundering And Terrorist Financing in The Cayman Islands Advance Level
Cayman Islands BankersAssociation,Scotiabank & KSG
01.2002 - 01.2022
MARINE INSURANCE
Trinidad & Tobago Insurance Institute
01-2024
Ethical Decision Making In Risk And Insurance
The Institute (USA)
01-2024
Understanding Personal Insurance AINS 102
The Institute (USA)
01-2024
Exploring Commercial Insurance AINS 103
The Institute (USA)
01-2024
Increasing Your Insurance IQ AINS 101
The Institute (USA)
01-2024
Liability Insurnce
Trinidad & Tobago Insurance Institute
01-2023
Contractor's All Risk
Royal Star Assurance Company
01-2024
Claims Handling
Trinidad & Tobago Insurance Institute
01-2023
Property Insurance Business
Trinidad & Tobago Insurance Institute
01-2023
Contractor All Risk Insurance
Trinidad & Tobago Insurance Institute
01-2023
Skills
- Underwriting
- Banking
- Teamwork
- Time Management
- Pressure Management
- Professionalism
- Computer Literacy
- Cash Reconciliation
- Customer Assistance
- Transaction Processing
- KYC Compliance
- Quality Assurance
- Policy Review
- Cash Flow Management
- Accounts Payable
- Accounts Receivable
- Payment Processing
Policy analysis
Personal Information
Immigration Status: Caymanian
Timeline
Senior Customer Services Officer
Vanguard Risk Solutions
12.2022 - Current
Personal Insurance Representative
British Caymanian Insurance Company Limited
01.2020 - 12.2022
Senior Bank Clerk
Delta Bank and Trust Company
08.2005 - 12.2020
Bank Teller
Scotiabank (Cayman Islands) Ltd
05.2002 - 08.2005
Anti-money Laundering Course And Compliance Workshop On The Prevention And Detection of Money Laundering And Terrorist Financing in The Cayman Islands Advance Level
Cayman Islands BankersAssociation,Scotiabank & KSG
01.2002 - 01.2022
Cashier/Customer Service Representative
Fosters Food Fair
06.2000 - 02.2002
Essequibo Island Secondary
01.1983 - 01.1993
Zeelandia Primary
01.1983 - 01.1989
Diploma - Foundation Lotus 1-2
Computer Training Center
Diploma - Foundation Word-perfect
Computer Training Center
English Language Arts & Mathematics
Wakenaam Community College
Distinction in introduction to word-processing
University of Guyana
Relation Focused Service programmed
Scotia Bank (Cayman Islands) Ltd
Counselor learning programmed
Scotia Bank (Cayman Islands) Ltd
Certificate - Foundation I.B.M. PC\MS Dos
Computer Training Center
ASSOCIATE IN INSURANCE
The Institute (USA)
MARINE INSURANCE
Trinidad & Tobago Insurance Institute
Ethical Decision Making In Risk And Insurance
The Institute (USA)
Understanding Personal Insurance AINS 102
The Institute (USA)
Exploring Commercial Insurance AINS 103
The Institute (USA)
Increasing Your Insurance IQ AINS 101
The Institute (USA)
Liability Insurnce
Trinidad & Tobago Insurance Institute
Contractor's All Risk
Royal Star Assurance Company
Claims Handling
Trinidad & Tobago Insurance Institute
Property Insurance Business
Trinidad & Tobago Insurance Institute
Contractor All Risk Insurance
Trinidad & Tobago Insurance Institute
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