Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Emily Nielsen

Fredericton

Summary

Professional with experience in both the personal and commercial insurance industry who is prepared to excel in this role. Adept at using analytical skills and attention to detail to ensure accuracy in all tasks as well as equipped with strong problem-solving abilities, client relationship management, willingness to learn, and excellent communication skills.


Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Commercial Account Administrator

Wilson Insurance Ltd.
2023 - Current


  • Enters client details and notes into system for interdepartmental access and record keeping.
  • Processes policy renewals, endorsements, and invoices, sending this information to clients for their records and review.
  • Contacts customers to discuss past-due accounts and negotiates payment plans.
  • Responds to customer inquiries and provides detailed account information.
  • Enhances client satisfaction by efficiently managing commercial accounts and promptly addressing inquiries.


Client Advisor, Personal Lines

CapriCMW Insurance
2021 - 2023

Pharmacy Assistant, Data Entry

CareRx
2019 - 01.2021

Pharmacy Assistant

Pharmasave
01.2018 - 01.2019

Pharmacy Assistant

Mount IDA Pharmacy
01.2017 - 01.2018

Esthetician, Receptionist

Chadalin Medi Spa
01.2016 - 01.2017

Cosmetician, Customer Service

Shoppers Drug Mart
01.2015 - 01.2017

Education

Esthetics and Nail Technology -

Okanagan College
01-2015

High School Diploma -

Salmon Arm Secondary
01-2012

Skills

  • A hands on learner who is open to new challenges and learning experiences
  • Proficient in the Microsoft Office suite, Applied Epic, and various broker portals
  • Effectively able to multi-task and exhibits exceptional communication skills
  • Dynamic customer service professional, excels at listening to customer needs
  • Maintains organization while record keeping and account monitoring
  • Strong data entry skills
  • Experience with invoicing, payment processing and collection of overdue balances on accounts

Languages

English
Native or Bilingual

Certification

  • Fundamentals of Insurance Level 1

Timeline

Pharmacy Assistant

Pharmasave
01.2018 - 01.2019

Pharmacy Assistant

Mount IDA Pharmacy
01.2017 - 01.2018

Esthetician, Receptionist

Chadalin Medi Spa
01.2016 - 01.2017

Cosmetician, Customer Service

Shoppers Drug Mart
01.2015 - 01.2017

Commercial Account Administrator

Wilson Insurance Ltd.
2023 - Current

Client Advisor, Personal Lines

CapriCMW Insurance
2021 - 2023

Pharmacy Assistant, Data Entry

CareRx
2019 - 01.2021

Esthetics and Nail Technology -

Okanagan College

High School Diploma -

Salmon Arm Secondary
Emily Nielsen