Organized Appointment Coordinator known for maintaining high productivity and efficiently completing tasks. Skilled in schedule management, customer service, and communication technology. Excel at time management, problem-solving, and adaptability, ensuring smooth operations in fast-paced environments.
Overview
13
13
years of professional experience
Work History
Appointment Coordinator
OpenRoad Auto Group
08.2019 - Current
Demonstrated flexibility by adjusting schedules quickly in response to last-minute changes or requests from both clients and service providers.
Coordinated appointments for multiple departments, ensuring optimal use of resources and time management.
Provided exceptional customer service, fostering positive relationships with both new and existing clients.
Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Confirmed with customers about appointments and rescheduled missed appointments.
Monitored no-show rates and took appropriate action when needed.
Assisted in resolving conflicts with conflicting schedules or double bookings.
Licensed Insurance Advisor
BCAA
09.2014 - 11.2018
Provided advice on appropriate insurance policies, such as life, health, disability, property and casualty.
Responded to customer inquiries and problems to promote great service.
Monitored clients' insurance coverages to ensure changing needs were met.
Attended training courses to stay abreast of changes in the insurance industry.
Explained coverage options to potential policyholders, answering questions or concerns.
Processed customer payments and ensured accurate record keeping.
Assisted in resolving customer complaints regarding claims processing or service issues.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Achieved repeat business and referrals through personalized services.
Licensed Insurance Advisor
TuGo Insurance Aka Travel Underwriters
09.2012 - 07.2014
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Tracked progress of all outstanding insurance claims.
Stayed current with industry regulations and compliance requirements, minimizing potential risks for both the agency and its clients.
Handled Claims Calls to open new Claims and follow up with Medical Health Providers to acquire all necessary documentation to have the claim processed.
Sold Travel Medical Insurance Policies.
Helped various Insurance Brokers with Insurance needs from all over Canada.
Monitored clients' insurance coverages to ensure changing needs were met.
Provided advice on appropriate insurance policies, such as travel health, disability.
Explained coverage options to potential policyholders, answering questions or concerns.
Accounts Management Specialist
Telus Mobility
01.2012 - 05.2012
Analyzed client data to identify trends, providing insights for improved decision-making within the company.
Reduced overdue payments through diligent follow-up and effective communication with clients.
Developed strong relationships with clients, leading to a high rate of account retention.
Handled escalated client issues with diplomacy and tact while working towards mutually beneficial resolutions whenever possible.
Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Handled overdue and suspended accounts and to resolve any outstanding issues to re-activate accounts for customers as fast as possible.