Confident Insurance Advisor possessing strong work ethic and excellent business sense. Client-centered and dedicated to customizing insurance coverages to suit individual customer needs. Resourceful and versatile professional. Successfully establishes relationships with customers and delivers quality service.
Overview
9
9
years of professional experience
Work History
Senior Insurance Advisor
BCAA
Vancouver
11.2021 - Current
Perform greeting, opening and closing duties
Process cash and cheque deposits, batching, inventory and reconciliation
In-person and over the phone customer service
Issue new and renew ICBC and Optional Auto Insurance policies, cancellations, OPVs, endorsements, plates and transfers
Issue new and renew Membership transactions and Member entitlement products such as passport photos, international driving permits, Member maps and tour books
Issue new and renew travel insurance
Issue new and renew home insurance
Member of the office’ Social Committee, helping with planning monthly events for the team
Assigned Billing Center SME
Level 2 license (CAIB 2 and 3).
Full-time Appointment Coordinator
Westminster Toyota – Service Department
New Westminster, BC, Canada
06.2020 - 11.2021
Handled customer calls regarding appointment cycle and ensure all service appointments are scheduled when due
Contacted customers to make them aware of outstanding recalls or campaigns and book the required appointments
Monitored incoming e-mail appointments and book as necessary
Coordinated Shuttle Driver
Confirmed with customers about service appointments and reschedule missed appointments
Filed accounting copies hard copies of repair orders
Maintained visitor's register and ascertain it includes name, contact details, type of vehicles, in and out timings, purpose of visit, etc.
Part-time Receptionist
Westminster Toyota
New Westminster, BC, Canada
01.2020 - 06.2020
Operated telephone switchboard to answer, screen, or forward calls, providing information and taking messages
Greeted persons entering establishment, determine nature and purpose of visit, and directed or escorted them to specific destinations
Maintained the inventory of new and used cars up to date and filled the hardcopies
Collected, sorted, distributed, or prepared mail, messages, or courier deliveries
Performed duties, such as taking care of the coffee area, to maintain lobby and reception area cleaned and organized.
Brazilian Portuguese proofreader and copyeditor (freelancer)
Universidade Veiga de Almeida
Rio de Janeiro, RJ, Brazil
01.2020 - 06.2020
Proofread learning materials for the university's distance education courses
Copyedited texts for spelling, punctuation, grammar, usage, in-house press style, clarity, conciseness, accuracy, and consistency
Supervised and coordinated remotely a team of 8 freelancers by distributing materials for proofreading and evaluating their performance
Handled multiple projects simultaneously and managed workflow against tight deadlines.
Editorial Assistant
Apsis Consultoria Empresarial
Rio de Janeiro, RJ, Brazil
05.2015 - 11.2019
Responsibilities included proofreading, formatting, printing and dispatching evaluation reports (Brazilian Portuguese and English).