HEATHER LYMBERY
YATES MEMORIAL SERVICES
Vancouver Island,Canada
Summary
Organized and dependable administrative professional with 7+ years of insurance and customer-service experience, plus experience in scheduling, payments, document processing, portals, policy application, follow-up and client communication. Comfortable working independently in a remote environment, learning new software quickly and handling sensitive information with accuracy and professionalism.
1
Language
7
years of professional experience
Work History
Family Service Counsellor
7 Months- Managed sensitive client interactions with calm, empathetic and professional communication.
- Explained service choices and processes clearly, coordinated follow-up with families, and maintained attention to detail in emotionally sensitive situations.
- Provided information, answered questions and connected clients with appropriate support resources.
Waxing & Laser Hair Removal Technician
1 Year- Handled client check-in/check-out, payments, appointment scheduling, phone calls and questions.
- Managed customer concerns, injuries and resolutions professionally while following safety procedures.
- Maintained client comfort, accurate scheduling and a welcoming customer experience.
Auto Mobile Agent
1 Year 7 Months- Processed ICBC Autoplan transactions and navigated ICBC multiple company portals.
- Handled new business, replacement insurance, renewals, registrations and dealership requests.
- Managed delinquent accounts, lapsed policies and cancellations while applying company policy and ICBC protocol.
- Used conflict-resolution skills to resolve client issues accurately and professionally.
Auto Mobile Agent
5 Months- Processed Autoplan transactions, new business, replacements and renewals using multiple online portals.
- Supported dealerships with registrations and service-loaner vehicles and resolved client questions.
Auto Agent
3 Years- Processed Autoplan transactions, renewals, new business and replacements; reviewed and batched ICBC documents.
- Handled delinquent accounts, cancellations, inventory and orders while following policy and ICBC requirements.
Education
WHMIS
Accident & Sickness Insurance License
Vectus Laser Hair Removal Training
Bookkeeping Essentials
General Insurance Essentials
High School Diploma
Skills
Data Entry & Document Processing
Email & Phone Support
Payments & Transaction Processing
CRM / Portal Navigation
Follow-up & Lead Tracking
Organization & File Management
Scheduling & Appointment Coordination
Policy & Procedure Application
Inventory & Ordering
Customer & Client Communication
Conflict Resolution
Keyboarding: 60 WPM
Languages
English
Native or Bilingual
Timeline
Family Service Counsellor
YATES MEMORIAL SERVICES
10.2024 - 05.2025
Waxing & Laser Hair Removal Technician
FOXY BOX
06.2023 - 06.2024
Auto Mobile Agent
HUB INTERNATIONAL
11.2021 - 06.2023
Auto Mobile Agent
MAXXAM INSURANCE
06.2021 - 11.2021
Auto Agent
WESTERN COAST INSURANCE
06.2018 - 06.2021
Alix MACC
High School Diploma
Vancouver Island University
General Insurance Essentials
Vancouver Island University
Bookkeeping Essentials
Foxy Box
Vectus Laser Hair Removal Training
Business Career College
Accident & Sickness Insurance License
Canada’s National WHMIS Portal
WHMIS