MM
Open to opportunities

Marcinth Montaque

@marcinthmontaque

Experienced Financial Advisor and Customer Service Professional.

Jamaica
Message

What I'm looking for

I am looking for a role that values customer engagement and offers opportunities for professional growth.

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

CB

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.

HN

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.

MP

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.

JE

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

IL

Institute of Higher Learning

Certification, Business Studies

Completed coursework in Principles of Business, Office Procedures, and Human and Social Biology.

U(

University of the Commonwealth Caribbean (UCC)

Certification, Supervisory Management

Obtained certification in Supervisory Management.

GS

Global Institute of Certified Specialists

Certification, Phlebotomy

Achieved certification in Phlebotomy.

CI

Caribbean Life International Institute

Diploma, Travel Organization

Completed a diploma in Travel Organization.

SE

School of Excellence

CXC, General Studies

Completed CXC examinations in English Language and Human and Social Biology.

Tech stack

Software and tools used professionally

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Marcinth Montaque - Customer Service Representative - SSG | Himalayas