Joeleen Griffiths
Stoney Creek,ON
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Taxpayer Services Agent
Canada Revenue Agency
06.2021 - 11.2023
- Reduced response times for taxpayer inquiries through effective case management and prioritization.
- Received recognition from supervisors for consistent dedication to excellence in customer service and 95% adherence to departmental performance standards on average
- Assisted taxpayers in navigating online resources, increasing self-service usage rates and reducing call volumes
- Maintained up-to-date knowledge of tax laws and regulations, ensuring accurate guidance provided to taxpayers.
- Handled sensitive information discreetly while adhering to strict confidentiality guidelines and privacy regulations at all times
Licensed Property & Casualty Adviser
Desjardins Insurance
02.2018 - 05.2019
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Effectively completed needs based assessments to provide insurance solutions
- Processed payments and billing of insurance account payments.
Accident Benefits Legal Professional
Bergmanis Preyra LLP
09.2017 - 01.2018
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Managed time efficiently in order to complete all tasks within deadlines.
- Utilized sound decision making skills to provide insight into file strategy helpful for settlement negotiation
- Completed legal accounting and practice management in PC Law, focused on trust and general accounts and monthly reconciliation
Licensed Insurance Advisor
RBC Insurance
02.2017 - 10.2017
- Calculated quotes and educated potential clients on insurance options
- Performed frontline underwriting, and needs based analysis of auto policies
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Proficient in using AS400, Assure billing, Guidewire, Salesforce, and Pega systems to service clients best
Sales Team Leader
The Great Canadian Sales Competition
09.2016 - 01.2017
- Managed the planning and execution of sales workshops and weekly booths to generate outbound lead submissions; conducted 1:1 value prop and pitch coaching with prospects to get as many submissions as possible from students
- Active liaison and main point of contact between competition team, my school, and campus students
- Provided motivation, guidance and great work environment, while facilitating effective strategy
- Reported to Regional manager to develop operational systems and review stats and any new participation offerings.
- Built strong team by recruiting and developing top sales talent
Co-Vp Chapter Development & Recruitment
DECA
02.2016 - 05.2016
- Spearheaded cross-functional team initiatives to develop and launch new recruitment strategies, contributing to significant growth in delegates
- Collaborated with other executives to develop new recruits
- Developed and executed targeted business development initiatives, leading to an expansion of the Humber DECA's delegate base
- Created succession plans to provide continuity of operations during leadership transitions
Education
Cybersecurity Professional Certificate -
Google
Toronto, ON08.2023
Customer Success Management Certificate -
Uvaro
Waterloo, ON07.2022
B2B SaaS Tech Sales Certification -
Uvaro
Waterloo, ON04.2021
Paralegal License -
Law Society of Ontario
Toronto, ON04.2018
Paralegal Diploma -
Canadian Business College
Toronto, ON10.2017
High School Diploma -
Port Credit S.S
Mississauga, ON06.2014
Skills
- Stress Tolerance
- Accounting Principles
- Tax law knowledge
- IT Security
- Cross-cultural sensitivity
- Client Relations
- Client Prospecting
- Administrative Functions
- Risk Mitigation
Accomplishments
- Awarded with leadership certificate by the director in charge annual volunteer charity engagement at the CRA within Southern Ontario tax office
- Received the role of team leader as a result of winning 1st place in the initial round of 'The Great Canadian Sales Competition' hosted by DECA U Ontario, subsequently advanced into the top 25% out of 1550 contestants
- Achieved 92% underwriting compliance compared to 70% team average at RBC Insurance
- Maintained 90% client net promoter score on average, and top 4 overall ranking on my team out of 14 at Desjardins Insurance
Languages
English
Native or Bilingual
Timeline
Taxpayer Services Agent
Canada Revenue Agency
06.2021 - 11.2023
Licensed Property & Casualty Adviser
Desjardins Insurance
02.2018 - 05.2019
Accident Benefits Legal Professional
Bergmanis Preyra LLP
09.2017 - 01.2018
Licensed Insurance Advisor
RBC Insurance
02.2017 - 10.2017
Sales Team Leader
The Great Canadian Sales Competition
09.2016 - 01.2017
Co-Vp Chapter Development & Recruitment
DECA
02.2016 - 05.2016
Cybersecurity Professional Certificate -
Google
Customer Success Management Certificate -
Uvaro
B2B SaaS Tech Sales Certification -
Uvaro
Paralegal License -
Law Society of Ontario
Paralegal Diploma -
Canadian Business College
High School Diploma -
Port Credit S.S
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