Valerie Tappin
Milton
Summary
Adept at crafting logistics strategies and enhancing customer satisfaction, I leveraged my excellent communication and critical thinking skills at Jeanie's Market Bakery to optimize distribution processes. My experience spans from insurance coordination to advising, marked by a proven track record of building strong client relationships and efficiently managing resources.
Overview
15
15
years of professional experience
Work History
Distribution Manager
Jeanie's Market Bakery
10.2021 - Current
- Collaborated with other managers to develop comprehensive logistics strategies that aligned with broader organizational goals.
- Assisted in budget preparation, ensuring effective allocation of resources for optimal distribution performance.
- Established clear communication channels with distribution teams to improve coordination between departments, resulting in smoother workflows throughout the organization.
- Increased client retention by providing superior customer service.
- Optimized distribution processes by implementing efficient inventory management systems.
- Reviewed established business practices and improved processes to reduce expenses.
- Maintained established levels of goods based on sales forecasts and demand to fulfill orders on time.
- Reviewed transportation invoices for accuracy, identifying discrepancies and ensuring prompt resolution.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Developed and maintained courteous and effective working relationships.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Paid attention to detail while completing assignments.
Independent Insurance Broker
IDCWIN
05.2017 - 04.2021
- Maintained detailed records of all client interactions, policy updates, and renewal information for seamless account management.
- Provided ongoing support to existing clients by addressing inquiries, resolving concerns, and assisting with claims processes when necessary.
- Coordinated with carriers during claim resolution processes to ensure fair settlements for insured parties as quickly as possible.
- Successfully managed a portfolio of diverse clients while maintaining high retention rates through proactive relationship-building efforts.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built long-lasting relationships with clients through consistent communication and exceptional customer service.
- Developed a comprehensive understanding of various insurance products, enabling effective recommendations based on clients'' unique requirements.
Insurance Coordinator
Ontario Pharmacists Association
08.2018 - 12.2019
- Assisted members with understanding complex insurance policies, effectively addressing concerns or questions.
- Verified insurance and communicated coverage to members
- Carried out administrative tasks by communicating with members, distributing mail, and scanning documents.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Calculated adjustments, premiums and refunds.
- Modified, updated and processed existing policies.
- Managed a high volume of inbound calls, promptly resolving issues while providing accurate information on policies and procedures.
- Enhanced customer satisfaction by efficiently handling insurance claims and processing policy updates.
Insurance Advisor
RBC Life Insurance
04.2010 - 05.2017
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Conducted thorough risk assessments for clients, crafting tailored solutions to mitigate potential losses effectively.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
Education
Bachelor of Science - Management Studies
University of The West Indies
Kingston, JamaicaMBA - Business Management
University of The West Indies
Kingston, Jamaica09-2008
Skills
Excellent written and oral communication
Team player
Organized and detail oriented
Skilled public speaker
Quick learner
Focused on achieving organizational goals
Excellent people skills
Languages
English
Full Professional
Timeline
Distribution Manager
Jeanie's Market Bakery
10.2021 - Current
Insurance Coordinator
Ontario Pharmacists Association
08.2018 - 12.2019
Independent Insurance Broker
IDCWIN
05.2017 - 04.2021
Insurance Advisor
RBC Life Insurance
04.2010 - 05.2017
Bachelor of Science - Management Studies
University of The West Indies
MBA - Business Management
University of The West Indies
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