Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Kevin Zhao

Richmond Hill,ON

Summary

Personable individual with 2 years of experience in the insurance and administrative fields. Skilled in use of Microsoft products ranging from Excel to Office. Experienced in understanding Google Analytics and use of Google products. Talented problem-solver managing workloads while greeting visitors, answering incoming phone calls and fulfilling staff members' requests. Professional and welcoming in creating upbeat work environment.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Office Administrator

FH Health
09.2021 - 04.2022
  • Interacted with customers by phone, email, or in-person to provide information via Zendesk, Tidio, and other platforms
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained company websites via Squarespace for easy retrieval of information and ease of use for clients.
  • Organized user details and workplace information through Microsoft Excel, Google Sheets, and other databases
  • Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.

Insurance Sales Pre-Qualifer

CAA South Central Ontario
05.2020 - 08.2020
  • Provided comprehensive product knowledge and guidance to help clients on insurance validity
  • Registered customer information on database to enable tracking history and maintain accurate records.
  • Overlooked statistics and databases to assess trends between new and existing clients
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Monitored customer feedback and identified areas of improvement.

Insurance Customer Service Representative

CAA South Central Ontario
05.2019 - 08.2019
  • Collected, analyzed and reviewed required client portfolios and corresponded with internal sources on compliance and legislation.
  • Answered incoming calls and directed customers to the correct areas in a quick and efficient manner
  • Created, managed, and organized user accounts both internal and external on Guidewire.
  • Remained professional in stressful situations with clients and remained diligent during hours of high incoming traffic.
  • Responded to customer requests for products, services, and company information.

Electronic Marketing Intern

CAA South Central Ontario
05.2018 - 08.2018
  • Assisted in creating written, video and image content for marketing channels.
  • Scheduled social media postings to advertise products and generate site traffic.
  • Assisted with development of event strategies and tactical plans to promote accomplishment of marketing goals.
  • Contributed to mock-ups, email campaigns, and social media content.
  • Collaborated with team members to help expand marketing channels.

Education

Bachelor of Commerce - Business Technology Management

Ryerson University
55 Dundas St W, Toronto, ON M5G 2C3
06.2020

Skills

  • Microsoft Excel, Word, and Office
  • Google Analytics and Sheets
  • Database Entry and management
  • Administrative Support
  • Business Administration
  • Customer Engagement
  • Office Administration
  • Report Preparation

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Certification

  • Life License Qualification Program - July 2023 to Present

Timeline

Office Administrator

FH Health
09.2021 - 04.2022

Insurance Sales Pre-Qualifer

CAA South Central Ontario
05.2020 - 08.2020

Insurance Customer Service Representative

CAA South Central Ontario
05.2019 - 08.2019

Electronic Marketing Intern

CAA South Central Ontario
05.2018 - 08.2018

Bachelor of Commerce - Business Technology Management

Ryerson University

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Kevin Zhao