Tayo F.

Key Skills

Freelancer Overview

Hamilton • [email protected] • (249)7331001 TEMITAYO FEMI Account Manager Account Manager with experience in financial services, specializing in policy analysis, regulatory compliance, and CRM-driven client management. Strong knowledge of life insurance products, including term, whole, and universal life, with proven sales experience across life, health, dental, disability, and commercial insurance solutions. Demonstrates consistent success converting inbound inquiries into policy sales, conducting financial needs analysis, and streamlining underwriting processes while maintaining accurate documentation to support approvals and retention. Proficient in CRM systems and Microsoft Office, with strengths in client relationship management, cross-functional collaboration, and compliance. Seeking to leverage product expertise to deliver tailored, compliant financial solutions and drive client growth. EMPLOYMENT HISTORY ACCOUNT MANAGER 2025 – 2026 Desjardins Independent Agency Mississauga Converted inbound inquiries and initiated targeted outbound calls to generate qualified leads, producing measurable increases in policy sales. Conducted comprehensive financial needs analyses to recommend tailored life, health, disability, and commercial insurance solutions. Maintained CRM records with timely updates to improve lead tracking, support sales forecasting, and ensure compliance. Processed policy forms and amendments accurately to meet insurer requirements and maintain regulatory