Judy Lee
Coquitlam
Summary
Professional home organizer with three years of experience managing residential moves, creating efficient systems, and staging homes and auction items with an eye for aesthetics. I work independently and with teammates with a professional organizing company, using creativity, critical thinking, and problem solving to deliver practical results.
Previously spent over 18 years in the insurance industry in office-based roles, providing administrative support, managing client relations, and handling policy documentation. Now seeking to bring my organization, attention to detail, and adaptability to the Office Administrative Assistant position. Known for being resourceful, proactive, and with strong communication skills and a commitment to supporting smooth, efficient operations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Professional Organizer
Good Riddance Organizing & Move Management
04.2022 - Current
- Organize, sort, declutter homes (various types of homes)
- Manage move out/in
- Coordinate with front desk and movers
- Assist with downsizing contents
- Prep homes by decluttering for Home Staging
- Categorize and list items for Estate Auction
- Entrusted to handle confidential situations in a professional matter
- Work well in team environment
- Work one on one with client; planning and implementing organizing strategies
- Google Drive
Senior Insurance Advisor
Westland Insurance
05.2016 - 01.2022
- Sold marine, home, auto, private auto, rv, motorcycle, and niche products through Westland and through external markets
- Utilized various software programs (Westland portal, broker portals) Crm (Client relationship management software), Outlook, Email, Word, Excel
- Established and built relationships with clients to effectively meet their needs and inquiries
- Scheduled Appointments in house and off site
- Answered telephone, and forwarded calls on switchboard
- Negotiated with Underwriters to obtain coverage and terms for clients
- Managed, renewed, processed renewals, and collected premiums
- Underwritten Home Policies
- Proven track record in retaining 95% of book of accounts
- Took claim calls and set up opening claim letter
- Collected overdue accounts
- Data Entry, invoicing, fax
- Generated and processed letters
- Initiated x-dates, and cross sold to commercial lines
Insurance Agent
Macnaughton & Ward Insurance
05.2014 - 05.2016
- Managed over 900 personal lines accounts and provided back up auto relief for walk-ins
- Handled client inquiries in person, over the telephone, and by email
- Utilized various software programs (Broker Portals); Outlook, Word, Excel, Crm (Client Relationship Management Software)
- Conducted ongoing reviews of existing policies to review and update information.
- Collected premiums on or before effective date of coverage
- Collected overdue accounts
- Answered telephone calls
- Maintained 95% retention of personal accounts.
- Data Entry, Fax
- Record and prepare minutes for meetings
- Took claim calls
Education
Level 2 - Insurance
Insurance Council Of British Columbia
01-2006
High School Diploma -
Vancouver Technical Secondary School
06.1992
Skills
- Customer Service
- Phone, Email
- Data Entry
- Filing
- Microsoft office
- Payment processing
- Account Management
- Billing and invoicing
- Typing correspondence letters
- Records maintenance
- Negotiation of terms and policies
- Underwriting
- Minute Taking
- Microsoft and CRM (Client Relationship Management Software)
Languages
English
Chinese (Cantonese)
Certification
Certificate of achievement -Typing Test
Timeline
Professional Organizer
Good Riddance Organizing & Move Management
04.2022 - Current
Senior Insurance Advisor
Westland Insurance
05.2016 - 01.2022
Insurance Agent
Macnaughton & Ward Insurance
05.2014 - 05.2016
Level 2 - Insurance
Insurance Council Of British Columbia
High School Diploma -
Vancouver Technical Secondary School
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