Dedicated Executive Assistant and Insurance Advisor with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Hi, I’m
Kelly Blaney
Executive Assistant
Strathmore,AB
Summary
Overview
11
years of professional experience
Work History
Harvest Financial & Insurance Ltd.Strathmore
Executive Assistant
11.2021 - 03.2024
Job overview
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Used advanced software to prepare documents, reports, and presentations.
- Assisted in the development of company policies and procedures, contributing to a more organized work environment.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Screened personal and business calls and directed to appropriate party.
- Updated and maintained confidential databases and records.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Handled confidential and sensitive information with discretion and tact.
- Filed paperwork and organized computer-based information.
- Paid attention to detail while completing assignments.
- Learned and adapted quickly to new technology and software applications.
ATB Financial
Senior Customer Service Representative
09.2013 - 08.2021
Job overview
- Learn and maintain in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse client questions.
- Recognize client needs and refer to appropriate representative or line of business for cross-sell or service opportunities.
- Build and strengthen client relationships by leveraging excellent interpersonal and communication skills, which enable me to identify "Problems/Needs/Opportunities".
- Act as coach and guide as well as backup to front line service staff by providing assistance and training to other CSRs.
- Ensure clients take advantage of all ATB Financial products and services related to their needs and educate them on the use of online tools and resources.
- Answer incoming branch calls, resolve client inquiries, concerns, and complaints, and ensure handoff to appropriate staff.
- Act as senior custodian of various branch securities, maintain records and process cash and clear all required transactions.
- Complete and reconcile daily BP reports, prenote reports, chargeback reports, ABM reports and account balance reports and as well as monthly internal account reports.
- Contribute to branch marketing efforts and sales campaigns.
- Answer client inquiries regarding account balances, transaction history, services charges and interest rates.
- Stock supplies for clients and personal CSR stations; order cash parcels on weekly basis.
- Take responsibility for personal development plan; schedule weekly coaching sessions with manager to discuss development plan, share customer stories and review accomplishments.
- Follow best practice processes and procedures on all administrative and operational activities within the branch as well as keep up to date and knowledgeable on branch compliance and regulations.
- Enhanced customer satisfaction by promptly addressing and resolving complex inquiries and complaints.
- Streamlined customer service processes for increased efficiency and improved response times.
- Utilized CRM tools effectively for efficient tracking and reporting of customer interactions and outcomes.
- Resolved customer service issues using company processes and policies and provided updates to customers.
- Engaged clients in person and over phone to answer questions and address complaints.
Education
Alberta Insurance CouncilCalgary
LLQP Certification from LLQP (Life Licence Qualification Program)
01.2023
University Overview
Awarded LLQP (Life Licence Qualification Program) Certification in January 2023 to be a licensed Life Insurance Advisor.
Columbia CollegeCalgary, AB
Business Technology Certification from Applied Business Technology
01.2010
University Overview
- Awarded Certificate in Business Technology in 2010
Skills
- Microsoft Office
- Administrative Support
- Documentation and Recordkeeping
- Information confidentiality
- Customer Service-Oriented
- Customer Relationship Management
- Data Entry Efficiency
- Attention to Detail
- Financial Transactions
- Listening and Comprehension
- Customer Needs Assessment
- Compliance, banking laws, and regulations
- Financial Advising
Timeline
Executive Assistant
Harvest Financial & Insurance Ltd.
11.2021 - 03.2024
Senior Customer Service Representative
ATB Financial
09.2013 - 08.2021
Alberta Insurance Council
LLQP Certification from LLQP (Life Licence Qualification Program)
Columbia College
Business Technology Certification from Applied Business Technology