Chelsey LeFort
Montague,PE
Summary
To secure a position where I will be given the opportunity to use my talents, skills and abilities in an environment where I will be challenged to grow and develop in my career.
Meticulous Professional, excellent at juggling multiple tasks and working under pressure. Previous experience has enabled a diverse range of knowledge and experience in Healthcare, Customer Service, Event Coordination and Business Administration.
Overview
17
17
years of professional experience
Work History
Professional Cleaner
Cherished Cleaning Co by Chelsey
Montagaue, PE
04.2020 - Current
- Established my own cleaning business for mostly residential properties
- Provide cleaning services to my clients weekly, bi-weekly or monthly
- Do my own bookkeeping & accounting
- Recruit new potential clients.
Financial Advisor
Sunlife Finacial
Charlottetown, PE
04.2017 - 04.2020
- Met with existing and new potential clients weekly to access the financial needs of individuals and help them with decisions on investments, tax laws, and insurance
- Generating financial reports
- Sales
- Completing a holistic financial plan - outlining different options and scenarios for clients
- Help clients plan for short and long term goals such as budgeting, and saving for retirement.
Insurance Account Manager
Hl Sear Insurance
Charlottetown, PE
03.2016 - 04.2017
- In charge of various customers auto and home insurance policies
- Established client insurance coverage needs, calculate premiums, and determine an appropriate method of payment
- Educate clients on what their coverage includes, and answered any questions or concerns
- Kept detailed notes every time there was an interaction with a client
- Did receptionist duties such as Mail, answer phone calls
- Attracting potential clients.
Certified Level 2 Dental Assistant
Charlottetown Dental Clinic
Charlottetown, PE
09.2011 - 09.2015
- Set up examination room and dental trays in preparation for examinations and procedures
- Successfully assisted the dentist by performing four-handed dentistry and other chair-side duties
- Politely answered phones and scheduled or confirmed office appointments and surgeries
- Completed patient paperwork and scanned into Dentrix system
- Assisted dentist in management of medical or dental emergencies when necessary
- Educated patients about proper oral hygiene and plaque control procedures
- Worked closely with patients before, during and after dental procedures
- Diligently cleaned instruments and work areas in accordance with sterilization and disinfectant protocol
- Successfully completed OSHA, ADA and HIPAA compliance trainings
- Maintained proper universal precautions and infection control procedures at all times
- Consistently used suggestive selling techniques.
Customer Service Representative
Online Support
Montague, PE
01.2009 - 09.2010
- Effectively managed a high-volume of inbound and outbound customer calls
- Addressed and resolved customer product complaints empathetically and professionally
- Defused volatile customer situations calmly and politely
- Accurately documented, researched and resolved customer service issues
- Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment
- Referred unresolved customer grievances to designated departments for further investigation
- Acted professionally and patiently when addressing negative customer feedback
- Met or exceeded service and quality standards every review period.
Events Coordinator
Tantra Night Club & Lounge
Calgary, AB
01.2008 - 09.2008
- Planned and executed tailor-made events for individual and corporate clients
- Used Microsoft Office suite to organize and manage each project from start to finish
- Oversight of budget and allocation of resources for each event
- Ensured availability of all material and manpower, to guarantee event success
- Provided clients with estimates on event costs
- Developed partnerships with local businesses to secure third party promotions
- Efficiently used social media, and websites to help promote business and generate sales
- Prompt and detailed follow-up with each client post-event
- Secured multiple repeat clients through creative planning and selling.
Education
Diploma - Certitifed Level 2 Dental Assistant
01.2011
1 year of study - Bachelor of Nursing
01.2008
High School Diploma -
01.2007
LLQP Certificate - Finacial Advisor
Skills
- Exceptional communication skills
- Quick learner
- Meticulous attention to detail
- Dedicated team player
- Articulate and well-spoken
- Strategic planning
- Organized
- Effective time management
References
Available upon request.
Timeline
Professional Cleaner
Cherished Cleaning Co by Chelsey
04.2020 - Current
Financial Advisor
Sunlife Finacial
04.2017 - 04.2020
Insurance Account Manager
Hl Sear Insurance
03.2016 - 04.2017
Certified Level 2 Dental Assistant
Charlottetown Dental Clinic
09.2011 - 09.2015
Customer Service Representative
Online Support
01.2009 - 09.2010
Events Coordinator
Tantra Night Club & Lounge
01.2008 - 09.2008
Diploma - Certitifed Level 2 Dental Assistant
1 year of study - Bachelor of Nursing
High School Diploma -
LLQP Certificate - Finacial Advisor
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