Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
Personal Insurance Advisor
Co-operators
Red Deer, Alberta
02.2022 - Current
Conducted thorough needs assessments to identify coverage gaps and opportunities.
Managed client inquiries and resolved issues efficiently and professionally.
Developed appropriate quotes based on risk information.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Collaborated with cross-functional teams to enhance service delivery processes.
Maintained up-to-date knowledge of industry trends, regulations, and best practices.
Managed client accounts, ensuring accurate documentation and timely updates.
Office Assistant/Reception
Bone & Joint Physiotherapy
Red Deer, AB
11.2020 - 06.2021
Engaged with clients, insurance agencies and medical clinics
Completed and faxed medical and legal documentation, including WCB and Motor Vehicle Accident reports
Assisted customers with service bookings and follow-ups
Managed 25+ clients daily
Tracked outstanding funds
Ensured proper levels of cleanliness
Management
Katz Meow Hair Salon
10.2018 - 04.2020
Created inventory orders, tracked stock and dealt directly with suppliers
Prepared employee schedules and oversaw employees completing routine checklists
Handled payments and end of day cash reconciliations