Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Amanda Roth

Kelowna,BC

Summary

Dynamic and results-oriented professional with extensive experience at Sterling Advisory and Capri Insurance. Excelled in customer service and administrative support, demonstrating a strong work ethic and exceptional multitasking abilities. Proven track record of enhancing client relationships and streamlining operations, underpinned by a commitment to quality and effective time management.

Overview

12
12
years of professional experience

Work History

Personal Assistant

Sterling Advisory
10.2015 - 10.2016
  • Maintained appropriate filing of personal and professional documentation.
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
  • Aided executive in personal tasks such as scheduling appointments or running errands when needed.
  • Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
  • Facilitated smoother daily operations by promptly addressing and resolving administrative issues.
  • Facilitated smooth office operations by managing supplies inventory and overseeing maintenance requests.
  • Handled incoming mail, bills and invoices and completed appropriate actions.

Insurance Agent

Capri Insurance
09.2004 - 10.2009
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.

Education

Mount Boucherie Senior Secondary
West Kelowna, BC
2004

Skills

  • Time Management
  • Multitasking and Organization
  • Customer Service
  • Strong Work Ethic
  • Strong Communication Skills
  • Strong Problem Solver
  • Attention to Detail
  • Dedicated Team Player
  • Appointment Scheduling
  • Advanced multitasking abilities
  • Commitment to quality and service
  • Administrative Support
  • Professional and mature
  • Filing and data archiving

Languages

English
Full Professional

Timeline

Personal Assistant

Sterling Advisory
10.2015 - 10.2016

Insurance Agent

Capri Insurance
09.2004 - 10.2009

Mount Boucherie Senior Secondary
Amanda Roth