I'm currently creating individualized insurance policies at AO Globe Life, completing needs analyses for 10+ clients weekly and aligning coverage with long-term financial goals.
I manage compliance and policy documentation for more than 40 client files each month while providing ongoing support to a portfolio of 50+ active clients. My work centers on accuracy, retention, and clear communication.
My background also includes customer-facing retail and hospitality roles, supported by a Bachelor of Arts and Science in Economics with a minor in Business. I've used R to analyze Canadian datasets and communicate economic trends through data visualization.
