Heidi Smith
Quispamsis,NB
Summary
Dedicated Sales, Customer Service and Administrative professional with the ability to provide exemplary service through patience, attitude, and a desire to help people. Committed to processes that increase profitability and drive business results. Utilizes strong analytical skills to ensure accurate financial records and compliance. Knowledge of effective communication and collaboration, fostering team success and organizational efficiency.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Finance Adminstrator
Johnson Insurance Services Ltd
07.2023 - 09.2024
- Created the process and procedures to allow the department to reduce man hours from 35 to 20 hours.
- Reconciled accounts and investigated variances.
- Ensured timely payment of vendor invoices, maintaining strong relationships with suppliers and partners.
- Calculated month-end close processes, ensuring accurate information given to the owner of the company.
- Assisted in the preparation of compliance filings, ensuring accurate reporting and adherence to government regulations.
- Responsible for developing a compliance program for the company which included the coordination of job descriptions, employee handbook and documented processed which enabled the company to complete a compliance health check and accounts audit on the first attempt.
- Successfully passed the compliance accounting audit on the first attempt.
Customer Service Representative
Cambridge Commodities
09.2018 - 07.2019
- Business to Business role
- Investigate and resolve customer concerns over the quality and quantity of received goods
- Raised complaints with vendors when necessary ie, damaged goods, and materials not within specifications we requested
- Reviewed complaints to find common denominators to make recommendations to various departments to avoid future complaints
- Provided evidence and suggestions to avoid £250,000 in losses as a direct result of training gaps
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Business Development Executive
NWBIB Insurance Brokers
09.2017 - 07.2018
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom-line profit
- Communicated directly with customers and partners to build strong business networks and relationships leading to increased customer satisfaction and repeat business.
- Identified business development challenges and customer concerns for proactive resolution
- Coordinated with head office to produce improvements to marketing material and renewal documentation
Account Handler
NWBIB Insurance Brokers
09.2015 - 07.2017
- Communicate with current and future clients regarding their insurance needs specific to landlord and tenant's contents insurance
- Review renewals and produce appropriate documentation
- Produce appropriate documents for new clientele once they have purchased the product
- Established a protocol of contacting clients who had non-renewed which increased renewal uptake
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Licensed Insurance Broker
Raymond Insurance
09.2012 - 07.2015
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements
- Administered new insurance policies and changes to existing policies by recording details into the data management system and ensuring that all paperwork sent from the insurance company to the client is of high quality and is submitted within the set timescales
- Assist with the training of new recruits on systems and sales practice
- Maintain and build a trusting and professional relationship with existing and new clients via telephone or face-to-face inquiries
- Negotiate with the insurance company to manage sales expectations
- Managed a diverse book of business that required the knowledge of over 8 different insurance companies
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension and helping them make informed decisions about their coverage options
Licensed Insurance Broker
Johnson Inc
09.2007 - 09.2012
- Regularly met and exceeded plan and other company and branch goals by focusing on features and benefits of company policies, achieved Over Achiever status during my tenure
- Managed a desk that regularly exceeded 4,000 profiles
- Reviewed existing renewals to ensure clients meet the company underwriting practices
- Patient explanation of underwriting rules and company guidelines
- Helped clients review policies for potential savings via a data management system
Service Assistant
Johnson Inc
06.2006 - 09.2007
- Compiled renewal and new policy packages for my team
- Provided receptionist duties, ensuring clients were put through to their personal insurance broker
- Administrative Support to 23 Services Supervisors across 5 geographically remote branches
Home Daycare Provider
Self-employed
05.2000 - 06.2006
- Balanced children's days between play, instruction, and rest with well-designed schedules
- Promoted good social skills by helping children work through conflicts and leading many collaborative games
- Documented children's' daily activities for parents and discussed trends to identify any necessary interventions
Executive Administrative Assistant
Coldwell Banker Pinnacle
01.1998 - 04.2000
- Corporate Recruiter and oversaw the Administration
- Staff across 10 offices within a real estate brokerage
- Responsible for the IT department including the development of the website and the purchasing of computers to be Y2K compliant
- Organized managers meetings and acted as secretary ensuring all managers received minutes of the meeting and other documentation
- Administrative support for the President including special projects, such as organizing Christmas Parties and Sales Gala's
Education
Level 5 Diploma - Teaching English as a Foreign Language (TEFL)
I-to-i
England10.2024
Insurnce, Legal And Regulatory
Chartered Insurance Institute
England08.2017
RIBO Level 1
2007
Bachelor's degree - Internationl Development And Sociology
University of Guelph
05.1994
Skills
- Sales and Business Development
- CRM Software
- Customer Service and Support
- Microsoft Office
- Month-end closings
- Bank Reconciliation
- Willing to Learn
- Teamwork and Collaboration
- Problem-Solving
- Accounts receivable management
- Multitasking Abilities
- Organizational skills
- Effective communication
- Relationship building
Certification
Registered Insurance Broker Ontario, 06/01/07, 07/31/15, Lapsed when no longer in the country.
Timeline
Finance Adminstrator
Johnson Insurance Services Ltd
07.2023 - 09.2024
Customer Service Representative
Cambridge Commodities
09.2018 - 07.2019
Business Development Executive
NWBIB Insurance Brokers
09.2017 - 07.2018
Account Handler
NWBIB Insurance Brokers
09.2015 - 07.2017
Licensed Insurance Broker
Raymond Insurance
09.2012 - 07.2015
Licensed Insurance Broker
Johnson Inc
09.2007 - 09.2012
Service Assistant
Johnson Inc
06.2006 - 09.2007
Home Daycare Provider
Self-employed
05.2000 - 06.2006
Executive Administrative Assistant
Coldwell Banker Pinnacle
01.1998 - 04.2000
Bachelor's degree - Internationl Development And Sociology
University of Guelph
Registered Insurance Broker Ontario, 06/01/07, 07/31/15, Lapsed when no longer in the country.
Level 5 Diploma - Teaching English as a Foreign Language (TEFL)
I-to-i
Insurnce, Legal And Regulatory
Chartered Insurance Institute
RIBO Level 1
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