Detail-oriented Business Finance graduate with over 1.6 years of high-volume customer service and fulfillment experience. Proven track record of delivering exceptional client service, resolving complex issues, and supporting sales and operational teams in fast-paced environments. Currently pursuing a General Insurance License, with a strong foundation in financial services, CRM tools, and inbound call center support. Eager to bring customer-first energy and problem-solving skills to CGIC's Agency Contact Centre.
General Insurance License (In Progress – Ontario)
Customer Service Foundations
Customer Service: Problem-Solving and Troubleshooting
Data Wrangling in Excel with Power Query
Data Visualization: Designing Custom Visualizations
Excel and PowerPoint: Creating High-Impact Financial Presentations
Excel for Banking Professionals
Excel for Financial Planning and Analysis (FP&A)
Excel: Creating a Dashboard with Power Query (Microsoft 365)
Integrate LinkedIn Sales Navigator with Your CRM
Using Data in Financial Analysis