Hi, I’m
Patrice Creighton
Client Acquisition Manager
Arima
Summary
Result-oriented, intelligent, organized, and motivated individual seeking an available management / executive position within a reputable company, in an effort to utilize years of experience, to fulfill the company's strategic requirements. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
17
years of professional experience
Work History
GUARDIAN LIFE OF THE CARIBBEAN LIMITED
CLIENT ACQUISITION MANAGER
01.2015 - 03.2024
Job overview
- Completed multiple tasks within timeframes, maintained a professional and safe environment for employees, and enhanced customer satisfaction by resolving disputes promptly.
- Managed costs, communicated clearly with employees, suppliers, and stakeholders, and developed a strong company culture.
- Managed budgets, and implemented strategies to achieve departmental goals.
- Streamlined workflows, facilitated cross-functional collaborations, and optimize resource allocation.
- Led change management initiatives, championed diversity and inclusion, and drove operational efficiency through data-driven decision-making.
- Maintained positive customer relations, establish team priorities, and evaluate employee performance.
- Defined clear targets and objectives and used industry expertise to resolve customer concerns and promote loyalty.
- Built high-performing teams
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Drove operational efficiency through data-driven decision-making processes, leveraging analytics tools for informed strategy development.
- Established robust risk mitigation strategies to safeguard against potential operational challenges or disruptions.
GUARDIAN LIFE OF THE CARIBBEAN LIMITED
CLIENT ACQUISITION TEAM LEADER
01.2013 - 01.2015
Job overview
- Worked with Business Intelligence Analysts and IT to establish procedures and well-defined systems of operation.
- Maintained inclusive team culture, promoted high standards, and developed team members' skills through coaching sessions.
- Collaborated with department leaders to establish shared goals and aligned across teams.
- Enhanced team productivity, fostered open relationships, and evaluated performance against established objectives.
- Recruited new team members, streamlined workflows, and coordinated resources effectively.
- Completed Standards of Performance Worksheets, monitored performance, and managed conflict resolution.
- Generated reports, maintained databases, recommended improvements, and educated staff on organizational mission and goals.
- Executed projects on time, within budget, and with high-quality outcomes.
GUARDIAN LIFE OF THE CARIBBEAN LIMITED
CLIENT ACQUISITION Case Officer
01.2009 - 01.2013
Job overview
- Implemented CCA/CRM involving evaluating data and trends to improve case management strategies and client outcomes.
- Regularly reviewed policies and procedures; streamlined processes; and participated in professional development opportunities.
- Maintained meticulous records, providing expert guidance to clients, and collaborating with colleagues to share best practices.
- Successfully resolved complex cases, handled escalated customer complaints, and improved client satisfaction.
- Negotiated favorable resolutions, developed strong relationships with clients.
- Developed procedure manual, trained staff, and participated in various projects.
- Evaluated data and trends to identify areas for future improvement, leading to more effective case management strategies and enhanced client outcomes.
- Streamlined processes for increased efficiency through regular review of policies and procedures.
GUARDIAN LIFE OF THE CARIBBEAN LIMITED
NEW BUSINESS ASSISTANT (temporary)
01.2007 - 01.2009
Job overview
- Enhanced client relationships by providing exceptional support and assistance in new business development.
- Collaborated with cross-functional teams to ensure seamless execution of projects, leading to satisfied clients and repeat business.
- Maintained thorough documentation of project progress and results for future reference or reporting purposes.
- Contributed valuable insights during brainstorming sessions which led to innovative ideas being implemented successfully.
- Engaged with customers to build business relationships.
- Developed knowledge of company products and services to make suggestions according to customer needs.
Education
ANGLIA RUSKIN UNIVERSITY, England
MASTER OF BUSINESS ADMINISTRATION (DISTINCTION) from Business Administration And Strategic Global HR
01.2022
University Overview
- Degree Awarded with [Honors]
Mckinsey & Company, USA
TEAM MANAGEMENT
01.2020
Mckinsey & Company, USA
PROBLEM SOLVING
01.2020
Insurance And Financial Services Education, Trinidad
LOMA 290 – Insurance Company Operations
01.2012
INSURANCE AND FINANCIAL SERVICES EDUCATION, Trinidad
LOMA 280 – PRINCIPLES OF INSURANCE
01.2011
INSURANCE AND FINANCIAL SERVICES EDUCATION, Trinidad
ACS 100 – FOUNDATIONS OF CUSTOMER SERVICE
01.2011
Guardian Group, Trinidad
A2A Business Training in Customer Care
01.2009
UNIVERSITY OF THE WEST INDIES, Trinidad
BACHELOR OF ARTS – LITERATURES IN ENGLisH
01.2008
Skills
- Excellent presentation and communication skills
- Analytical
- Team Worker
- Time Management
- Independent, pro-active and self-motivated
- Honest, sincere and hard worker with high level of integrity
- Flexible
- Staff Training and Development
- Strategic Planning and Project Management
- Customer Relationship Management (CRM)
- Performance Management
- Complex Problem-Solving
- Policy Implementation
- Goal Setting
- Negotiation and Conflict Resolution
- Human Resources Management
- Decision-Making
- Multitasking
- Critical Thinking
- Team Leadership
References
REFERENCES AVAILABLE ON REQUEST
Reading, Socializing
I am an avid reader with a penchant for mysteries.
I am also a people person and absolutely love networking and socializing.
Timeline
CLIENT ACQUISITION MANAGER
GUARDIAN LIFE OF THE CARIBBEAN LIMITED
01.2015 - 03.2024
CLIENT ACQUISITION TEAM LEADER
GUARDIAN LIFE OF THE CARIBBEAN LIMITED
01.2013 - 01.2015
CLIENT ACQUISITION Case Officer
GUARDIAN LIFE OF THE CARIBBEAN LIMITED
01.2009 - 01.2013
NEW BUSINESS ASSISTANT (temporary)
GUARDIAN LIFE OF THE CARIBBEAN LIMITED
01.2007 - 01.2009
ANGLIA RUSKIN UNIVERSITY
MASTER OF BUSINESS ADMINISTRATION (DISTINCTION) from Business Administration And Strategic Global HR
Mckinsey & Company
TEAM MANAGEMENT
Mckinsey & Company
PROBLEM SOLVING
Insurance And Financial Services Education
LOMA 290 – Insurance Company Operations
INSURANCE AND FINANCIAL SERVICES EDUCATION
LOMA 280 – PRINCIPLES OF INSURANCE
INSURANCE AND FINANCIAL SERVICES EDUCATION
ACS 100 – FOUNDATIONS OF CUSTOMER SERVICE
Guardian Group
A2A Business Training in Customer Care
UNIVERSITY OF THE WEST INDIES
BACHELOR OF ARTS – LITERATURES IN ENGLisH
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