Henriette Bakaly

Develop and manage project plans for successful delivery, aligning stakeholders across various departments. Measure project performance and identify blockers to ensure timely project completion.

Guided clients through the application process, reviewed documentation, and ensured compliance while coordinating with lenders and supporting the finance department.

Processed documentation for financing requests, supported performance monitoring, and acted as a point of contact for various departments while ensuring compliance and accurate reporting.

Underwrote insurance policies for accountants, maintained client relationships, and analyzed applications to ensure eligibility based on risk appetite.

Serviced client inquiries regarding insurance policies, provided information on home and auto solutions, and ensured compliance with company policies.

Handled inbound client calls to provide information on insurance solutions, explained product features, and worked collaboratively to meet targets.

Pursuing a Bachelor’s Degree in Economics, with a focus on economic theory and its applications. Delayed due to COVID-19, currently have 3 courses left to complete.

Completed Insurance Agent Level I certification, providing foundational knowledge in insurance principles and practices.

Obtained Registered Insurance Broker of Ontario (RIBO) license, qualifying to operate as a licensed insurance broker in Ontario.

Achieved Ontario Secondary School Diploma, demonstrating proficiency in various subjects and readiness for post-secondary education.