Detail-oriented professional with experience in customer service and front desk operations. Proven ability to manage client interactions, ensuring satisfaction through effective communication and organization.
Overview
39
39
years of professional experience
Work History
Tax Preparer
H&R BLOCK
Miramichi, New Brunswick
01.2017 - Current
Prepared individual and business tax returns using H&R Block software.
Assisted clients in gathering necessary tax documents and information.
Explained tax laws and regulations to clients for better understanding.
Greeted visitors and clients with professionalism and warmth.
Scheduled appointments and maintained the front desk calendar efficiently.
Managed incoming calls and directed them to appropriate departments.
Insurance Agent
C. O'DONNELL-COOK INSURANCE INC.
MIRAMICHI, NB
08.2004 - 04.2016
Educated clients on insurance products and coverage options available.
Managed policy renewals and updates for existing clients efficiently.
Conducted regular follow-ups to ensure client satisfaction and retention.
Presented insurance proposals to clients, highlighting key benefits and features.
Company Secretary
TOZER INSURANCE
MIRAMICHI, New Brunswick
07.1986 - 07.2004
Coordinated compliance activities to ensure regulatory adherence and risk management.
Prepared accurate minutes of meetings for official record-keeping and transparency.
Prepared and maintained corporate documents, including minutes of meetings, resolutions, registers and statutory books.