Marcinth Montaque
@marcinthmontaque
Experienced Financial Advisor and Customer Service Professional.
What I'm looking for
I am a dedicated Financial Advisor and Customer Service Professional with over 5 years of experience in financial planning, client portfolio development, and insurance sales. My journey has been marked by a commitment to building strong customer relationships and exceeding sales targets. I pride myself on my strong work ethic and attention to detail, which have been instrumental in my success across various roles.
Throughout my career, I have demonstrated my ability to address customer inquiries efficiently and provide tailored financial solutions. My experience includes roles as a Customer Service Representative, Account Executive, and Financial Advisor, where I have developed personalized strategies to meet individual client goals. I am passionate about delivering exceptional service and fostering long-term relationships with clients, ensuring their needs are met with the utmost care.
Experience
Work history, roles, and key accomplishments
Customer Service Representative
SSG
Dec 2022 - Present (2 years 6 months)
Addressed customer inquiries, complaints, and service requests in a timely and professional manner. Processed payment transactions and provided assistance with billing and account information. Delivered high-quality customer service and maintained positive client relationships.
Account Executive
Covenant Insurance Brokers
Oct 2021 - Oct 2022 (1 year)
Marketed and promoted individual employee benefit packages, including Life and Health insurance. Analyzed consumer data and behavior to tailor financial solutions and improve sales outcomes. Provided administrative support, prepared performance reports, and managed client accounts.
Financial Advisor
Covenant Insurance Brokers
Mar 2021 - Oct 2021 (7 months)
Conducted needs-based assessments to recommend suitable insurance products. Developed personalized financial strategies to meet individual client goals. Built long-term relationships through follow-up and product education.
Quality Assurance Officer
H.E.A.R.T Trust NTA
May 2020 - Jun 2020 (1 month)
Reviewed documentation for grammatical, spelling, and formatting accuracy. Ensured compliance with quality standards and confidentiality requirements. Edited and proofread sensitive internal documents prior to submission.
Financial Advisor
Sarifa Insurance Brokers (SIB)
Feb 2016 - Sep 2018 (2 years 7 months)
Promoted life insurance and investment products to a diverse client base. Developed new business opportunities through outreach and client referrals. Delivered customized solutions and maintained strong client rapport.
Program Assistant - Event & Community Support
Missionaries of the Poor
Mar 2014 - Dec 2020 (6 years 9 months)
Organized outreach events and scheduled community programs, serving as a liaison between organizations and local beneficiaries. Assisted with filing, medical support, and logistics during missions. Recruited and trained volunteers to expand community involvement.
Filing Clerk
Jamaica Stock Exchange
May 2007 - Jul 2008 (1 year 2 months)
Organized and maintained physical and electronic filing systems. Retrieved, sorted, and archived documents for various departments. Supported administrative operations by streamlining file management processes.
Education
Degrees, certifications, and relevant coursework
Institute of Higher Learning
Certification, Business Studies
Completed coursework in Principles of Business, Office Procedures, and Human and Social Biology.
University of the Commonwealth Caribbean (UCC)
Certification, Supervisory Management
Obtained certification in Supervisory Management.
Global Institute of Certified Specialists
Certification, Phlebotomy
Achieved certification in Phlebotomy.
Caribbean Life International Institute
Diploma, Travel Organization
Completed a diploma in Travel Organization.
School of Excellence
CXC, General Studies
Completed CXC examinations in English Language and Human and Social Biology.
Availability
Location
Authorized to work in
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