Caroline Dumont

Caroline Dumont

Conseillère Associée En Service D'assurance @ MD Financial Management

About Caroline Dumont

Caroline Dumont is a Conseillère Associée En Service D'assurance at MD Financial Management, where she has worked since 2016. She holds a certificate in personal insurance and a title of Certified Life Underwriter, and has extensive experience in the insurance sector, including previous roles at MetLife and MD Financial Management.

Work at MD Financial Management

Caroline Dumont has been employed at MD Financial Management | Gestion financière MD since 2016, where she serves as Conseillère associée en service d'assurance. In this role, she provides support to clients and financial planners by reviewing insurance needs and addressing inquiries. Prior to her current position, she worked as Adjointe en assurance at the same organization from 2010 to 2016, where she was responsible for tracking insurance proposals and delivering customer service support.

Education and Expertise

Caroline Dumont studied at Université Laval, where she earned a Certificat en planification financière, focusing on financial planning. She also holds a certificate in personal insurance from the Chambre de la sécurité financière. Additionally, she has achieved the title of Certified Life Underwriter (AVC), which underscores her expertise in the insurance field.

Background

Caroline Dumont began her career in the insurance sector at MetLife, where she worked as Adjointe administrative from 1998 to 1999 in the Région de Montréal, Canada. This early experience laid the groundwork for her subsequent roles in the insurance industry, particularly at MD Financial Management.

Professional Responsibilities

In her current role at MD Financial Management, Caroline Dumont is tasked with reviewing clients' insurance needs and providing essential support to financial planners. Her responsibilities include answering inquiries and ensuring that clients receive appropriate insurance solutions. Her previous experience involved tracking insurance proposals and delivering customer service, contributing to her comprehensive understanding of the insurance process.

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