Hardworking and passionate job seeker with strong organizational skills , Motivated professional with extensive experience in customer service, sales and administrative tasks. Ready to help team achieve company goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Admin Assistant
World Financial Group Wfg
04.2025 - Current
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
Insurance Agent
Sunlife of Canada Ph
06.2021 - 08.2024
Prepared and reviewed insurance applications to verify compliance with regulations.
Maintained high standards of customer service by building relationships with clients.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Cross-sold insurance products to existing clients to reach sales targets.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Built strong relationships with clients through consistent communication and excellent customer service.