Lindsay Doell
Calgary,CA
Summary
Dedicated and results-driven professional with proven leadership abilities and a strong work ethic. Recognized for quick learning, resourcefulness, and reliability in consistently meeting deadlines. Proficient in Microsoft Office, Salesforce, and various professional software, enabling streamlined operations and enhanced productivity. Committed to leveraging skills to contribute positively to team success.
Overview
20
20
years of professional experience
Work History
Insurance & Operations Coordinator
Sagium Corp.
Calgary, CA
04.2022 - Current
- Salesforce Admin duties (Training, Back End maintenance)
- Data Exports and Imports
- Advisor Licensing
- Errors and Emissions Insurance
- First Line IT and contact for external IT firm
- Compliance
- Share point Maintenance
- Constant Contact mass email system
- Client Transfers
- Books of Business Sales
Financial Centre Resource Team Leader
Sun Life
Calgary, CA
04.2021 - 04.2022
- Identify and Assess learning needs of staff and advisors
- Organize and deliver defined training in group and one-on-one settings, including administrative requirements for doing business, the tools used and technology (e.g
- Salesforce, Illustrations tool, SVFA & other insurance and wealth eApps)
- Build and Teach Advisors to build reports in salesforce
- Manage Field Office training schedules and deliver training to support head office roll outs of new software
- Enable Technology adoption of Advisors and their teams
- Lead, Manage and develop Financial Centre Administrators
- Manage Financial Centre Premises (including infrastructure upgrades, Network and telephony upgrades, WIFI and lease)
- Oversee key client process including inventory assignments and inventory reporting
Financial Centre Administrator
Sun Life
Calgary, CA
09.2017 - 04.2021
- Daily Banking Remittance and Deposit
- Analyze Inventory and assign with direction on District Director
- Maintain Inventory Client Files
- Run and compile Advisor Persistency Reports
- Weekly Running of Sales Force Reports for inventory including MF, Float Funds, Term Insurance and Conversions
- Reconcile Office Bills and Corporate Credit card
- Paper Record Clean Up
Co-Manager
Eddie Bauer
Calgary, CA
12.2016 - 09.2017
- Payroll and budget control
- Supervise staff of 13-25
- Scheduling
- Interviewing and hiring of team members
- Training and coaching team
- Floor Set Planning and Execution
- Merchandising of store
- Back room organization
- Bank Deposits
- Customer service and cash Mark Downs
- Delegating daily tasks to staff
- Leading team members in customer service
Manager of Operations
Justice
Calgary, CA
11.2015 - 12.2016
- Payroll and budget control
- Supervise staff of 13-25
- Scheduling
- Interviewing and hiring of team members
- Training and coaching team
- Floor Set Planning and Execution
- Merchandising of store
- Back room organization
- Bank Deposits
- Customer service and cash Mark Downs
- Delegating daily tasks to staff
- Leading team members in customer service
Material Coordinator Materials Management Lead
Jacobs Engineering
08.2007 - 03.2014
- Piping Material Controller
- Generating and Issuing Bills of Material
- Transfer of Material in Material Control System
- Creating Goods Receipt Notices in Material Control System
- Generating and Issuing Material Releases
- Filing of internal and external email correspondence
- Providing project reports for the client to utilize, modifying if required
- Streamlining processes to quicken the entry of data
- Created an Access database that linked multiple exported data spreadsheets to provide reports that the parent database was unable to produce
- Tracking of Material from Requisition Stage through Procurement to field delivery
- Coordinate Material Deliveries based on construction schedules
- Provide 'critical items' list for immediate expedition of material that will not meet RAS dates
- Creating Requisitions in Material Control Systems
- Updating of Isometric Material in Take-off systems
Assistant Manager
The Children's Place
Calgary, CA
07.2006 - 07.2007
- Supervision of Staff Floor set
- Visual merchandising
- Hiring of Staff
- Scheduling
- Customer service and cash
- Bank Deposits
- Payroll input
- Markdowns and store setups
Key Holder
Mark's Work Warehouse
06.2005 - 06.2006
- Opening and Closing Store
- Supervising staff
- Bank Deposits
- Customer Service and cash
- Markdowns and Store setups
Skills
- Schedule Management
- Microsoft Outlook
- Salesforce
- Administrative management
- Microsoft Excel
- Administrative experience
- Time management
- Data management
- Data analysis
- Compliance monitoring
- Mass email marketing
- Staff training
- Process improvement
- Team leadership/Management
- Operational efficiency
- Staff supervision
References
References available upon request.
Timeline
Insurance & Operations Coordinator
Sagium Corp.
04.2022 - Current
Financial Centre Resource Team Leader
Sun Life
04.2021 - 04.2022
Financial Centre Administrator
Sun Life
09.2017 - 04.2021
Co-Manager
Eddie Bauer
12.2016 - 09.2017
Manager of Operations
Justice
11.2015 - 12.2016
Material Coordinator Materials Management Lead
Jacobs Engineering
08.2007 - 03.2014
Assistant Manager
The Children's Place
07.2006 - 07.2007
Key Holder
Mark's Work Warehouse
06.2005 - 06.2006
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