Summary
Overview
Work History
Education
Skills
Accomplishments
Roles And Responsibilities
References
Languages
Timeline
Generic

Jewel Barone

Surrey,BC

Summary

My primary objective is to support the functioning of daily operations. Highly-motivated employee with desire to take on new challenges. Hard working employee with a strong background in leadership, training and administrative duties. Poised to contribute strong work ethic as well as excellent interpersonal, communication and organizational skills. Committed to my personal & professional development.

Overview

23
23
years of professional experience

Work History

Home Support Scheduler

Fraser Health Authority
10.2023 - Current
  • Maintained daily calendars, set appointments with clients and schedule community health workers as per union guidlines.
  • Scheduled and confirmed appointments.

Insurance Broker

B&W Insurance Brokers
10.2016 - Current
  • Promoted client retention through high-quality service and follow through.
  • Managed multiple accounts simultaneously while meeting deadlines efficiently.
  • Identified opportunities for cross-selling additional products or services.
  • Resolved customer inquiries regarding policy changes or coverage issues.
  • Specialized in Fleet & Commercial Auto Insurance, Private Auto Insurance (Hagerty) as well as collector approval with ICBC, Travel Insurance, In-House Accounting

Owner/Operator

Barone's Rubbish Removal
08.2005 - 02.2016
  • Managed daily operations of the business, including staff, new contracts, advertising and accounting.
  • Ensured compliance with all on-site safety regulations as well as WCB guidelines
  • Oversaw hiring process for new employees, from recruiting to onboarding training.
  • Created marketing strategies to drive revenue and increase brand visibility.

Personal Tax Associate

H & R Block
01.2001 - 04.2004
  • Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
  • Prepared tax return documents for clients.
  • Assisted clients with the preparation of financial documents related to taxes.

Education

Fundamentals of Insurance -

Insurance Brokers Association of BC

Personal Income Tax Preparation -

H&R Block

Bookkeeping & Accounting Certificate -

Stratford Career Institute

Skills

  • Leadership
  • Administrative
  • Customer Service
  • Management Skills
  • Teamwork
  • Computer Skills
  • Calendar Management
  • Attention to Detail
  • Critical Thinking
  • Client Relations

Accomplishments

  • Revised and helped develop new procedures that improved efficiency and streamlined operations.
  • Successfully assembled various events throughout the year and collaborated with an organization during an outdoor trade show with 2500+ visitors.

Roles And Responsibilities

Administrative duties, training new hires, providing exceptional customer service, responsible for new business, identifying trends and developing strategies to improve business performance and maintain long term clientele.

References

Available upon request.

Languages

English
Professional
Farsi
Limited

Timeline

Home Support Scheduler

Fraser Health Authority
10.2023 - Current

Insurance Broker

B&W Insurance Brokers
10.2016 - Current

Owner/Operator

Barone's Rubbish Removal
08.2005 - 02.2016

Personal Tax Associate

H & R Block
01.2001 - 04.2004

Fundamentals of Insurance -

Insurance Brokers Association of BC

Personal Income Tax Preparation -

H&R Block

Bookkeeping & Accounting Certificate -

Stratford Career Institute
Jewel Barone