Handling inbound calls, emails, or chats to assist clients with their insurance or investment products. Answering general inquiries, troubleshooting issues, and providing policy updates or changes.
Assisting clients with claims related to their insurance policies. This might involve collecting necessary documentation, guiding clients through the claims process, and providing updates on claim status.
Assisting clients with making changes to their insurance policies (e.g., beneficiary changes, address updates, and policy renewals). Ensuring policies are administered correctly, and maintaining up-to-date records.
Assisting clients with questions related to their investment accounts, retirement plans, or other financial services. You could help with navigating online portals, explaining investment options, or providing account updates.
Developing and delivering training programs for new hires or existing staff. Ensuring the team is equipped with the latest product knowledge, systems training, and customer service techniques.
Group Coordinator
Air Canada Vacations
Montreal , QC
04.2023 - 02.2024
Organize and manage group bookings, including flight, accommodation, and transportation arrangements.
Act as the main point of contact for group leaders or travel agents, ensuring all travel details are well coordinated.
Handle special requests for groups, such as specific seating arrangements, meal preferences, or accessibility needs.
Ensure that group travel is booked within the specified timelines and budgets.
Communicate with airlines, hotels, and other travel partners to secure group rates and availability.
Typist
Mintz Global Screening
Montreal , QC
06.2022 - 03.2023
Inputting sensitive information into the company’s database or client systems with high accuracy and attention to detail.
Transcribing handwritten or audio materials into digital format for records, often related to background checks (e.g., criminal records, employment history, education verification).
Ensuring that all data entered is accurate, complete, and compliant with data protection regulations.
Education
Bachelor of Arts - Language Interpretation And Translation