Chartered Insurance Institute
Melissa Shannon has over a decade of experience in the insurance and financial services industry. Currently serving as Key Accounts Team Leader and Customer Service Team Leader at Chartered Insurance Institute since April 2011, Melissa leads and coaches a team of seven to ensure high standards of quality and accuracy. Previous roles include Key Accounts Assistant, where responsibilities encompassed customer relationship management, proactive needs assessment, and the development of streamlined processes. Prior experience at Canada Life as a Wealth Management Representative involved processing business applications, maintaining client records, and training new staff. Melissa's educational background includes attendance at Highlands School from 2001 to 2005.
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Chartered Insurance Institute
The Chartered Insurance Institute (CII) is a professional body dedicated to building trust in the insurance and financial planning profession.