Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

LINJING LI

HALIFAX,NS

Summary

Aspiring insurance and financial services professional with a strong academic foundation in business administration. Successfully completed the LLQP provincial exam with a score of 88.33% and currently pursuing CSC certification to deepen expertise in securities and financial markets. Skilled in leveraging advanced office tools, including Microsoft Office Suite and Google Workspace, to drive operational efficiency. Bilingual in English and Mandarin, with proven strengths in client relationship management, sales, and customer service. Demonstrated ability to prioritize client needs, foster long-term relationships, and deliver tailored solutions. Dedicated to continuous learning and excelling in dynamic, client-focused environments.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Logistics Administrative Assistant

SoftTrans Logistics Canada
01.2024 - 07.2024
  • Created and managed detailed reports on driver progress and material usage using Microsoft Office Suite.
  • Facilitated order entry, document upload processes, ensuring 100% compliance with cross-border regulations.
  • Managed AR/AP processes and coordinated billing and payment schedules;categorized and uploaded documents to the cloud,facilitating efficient retrieval during two successful audits.
  • Addressed and resolved customer complaints,achieving higher customer satisfaction rate through effective communication.

Business Partner And General Manager

ZenQ Dessert Spring Garden
11.2021 - 03.2024
  • Spearheaded store renovation,overseeing equipment and material selection,ensuring timely launch.
  • Promoted online advertising and order platform partnerships,increasing online sales by 30%.
  • Recruited and trained a high-performing team, implementing customer-centric service protocols, which elevated the Google Maps rating from 4.2 to 4.6 stars in half a year.
  • Managed inventory,planned promotional events,and diversified products achieving a 20%increase in revenue.

Customer Service Specialist

PICC (People's Insurance Company of China)
07.2020 - 08.2021
  • Resolved customer inquiries about insurance products and policy terms, maintaining a 90% first-contact resolution rate.
  • Updated over 300 policy records with a focus on accuracy, contributing to improved database reliability.
  • Increased policy renewal rates through timely client reminders and personalized communications.
  • Strengthened customer retention with regular follow-ups and personalized gestures, such as birthday greetings and holiday wishes.

Education

MBA - Marketing

Cape Breton University
Sydney, NS
05-2020

BBA - Financial Management

Xi'an University of Finance And Economics
Xi'an, Shaanxi, China
06-2018

Skills

  • Customer Retention and Sales Strategy
  • Financial and Product Knowledge
  • Effective Bilingual Communication (English & Mandarin)
  • Microsoft Office Suite (Advanced Excel), Google Workspace
  • Data Analysis and Visualization
  • Analytical Thinking
  • Time Management and Organization
  • Regulatory and Compliance Awareness

Certification

Life License Qualification Program (LLQP)

  • Full Life Insurance Certification | CIPR Number: 565791
  • Completed: October 28, 2024 | Final Score: 88.33%

Canadian Securities Course (CSC) (In Progress)

  • Pursuing certification to strengthen expertise in securities and financial markets

Timeline

Logistics Administrative Assistant

SoftTrans Logistics Canada
01.2024 - 07.2024

Business Partner And General Manager

ZenQ Dessert Spring Garden
11.2021 - 03.2024

Customer Service Specialist

PICC (People's Insurance Company of China)
07.2020 - 08.2021

MBA - Marketing

Cape Breton University

BBA - Financial Management

Xi'an University of Finance And Economics

Similar Profiles

CREATE PROFILE
LINJING LI