Summary
Overview
Work History
Education
Skills
Languages
Certification
Affiliations
Timeline
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Natalia Alberti Juriati

Vancouver,BC

Summary

Dynamic professional with extensive experience at Wawanesa Insurance, specializing in data collection and organization. Demonstrated expertise in risk management and relationship building, leading to improved team performance and client satisfaction. Skilled in problem solving and task prioritization, consistently delivering accurate results and supporting continuous improvement initiatives.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Underwriting Assistant

Wawanesa Insurance
Vancouver, BC
01.2021 - Current
  • Performed data entry functions to track information such as payments, account updates and customer interactions.
  • Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
  • Quickly remedied customer issues in office, via telephone and with email communication by responding to questions and inquiries.
  • Entered data into underwriting database to track activity.
  • Responded to requests for data searches, office memo drafts or reference retrievals.
  • Attended all scheduled practices and training sessions to maintain peak athletic performance.
  • Accepted constructive criticism from coaches and teammates to improve skills.
  • Answered calls with friendly and polite approach to engage callers and deliver exceptional customer service.
  • Identified personal strengths and weaknesses and adjusted techniques to enhance performance.

Senior Administrative Assistant

Wawanesa Insurance
Vancouver, BC
05.2019 - 01.2021
  • Keyed in customer contacts and delivery dates to update details in company databases.
  • Scheduled and coordinated meetings, appointments and travel arrangements for managers or supervisors.
  • Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
  • Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
  • Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and comply with company policies and procedures.
  • Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Reconciled company credit cards, expense accounts and other expenses and financial records.
  • Coded invoices and other records to maintain organized and accurate records.
  • Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
  • Reconciled and reviewed operations databases and accounting system records to calculate and determine accurate monthly revenues.
  • Reviewed and coded expense reports for accuracy and proper expense disclosure.
  • Received payments from customers via check to pay company invoices.

Receptionist

Wawanesa Insurance
Vancouver, BC
01.2019 - 05.2019
  • Scheduled and confirmed appointments.
  • Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
  • Maintained daily calendars, set appointments with clients and planned daily office events.
  • Sorted incoming mail and directed to correct personnel each day.
  • Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
  • Organized and updated weekly schedules and monthly calendar obligations for various levels of management and staff.
  • Greeted and directed visitors to appropriate personnel and answered a large number of calls and emails daily.
  • Answered phone calls, provided information to callers and connected callers to appropriate people.

Sales Lead

Staples
Vancouver, BC
01.2015 - 01.2019
  • Managed cash register operations using POS system and processed sales and returns.
  • Engaged shoppers, providing assistance and information on merchandise and product features.
  • Monitored sales floor to identify customers in need of assistance and merchandise in need of replenishment.
  • Boosted team morale and overall sales volume by creating employee incentive sales contests.
  • Managed and retained existing client accounts.
  • Put merchandise in assigned area, added tags and secured larger pieces as required.
  • Utilized correct and safe operating procedures when using equipment such as forklifts and pallet jacks to load, unload and move materials.
  • Compared shipment contents with paperwork to support inventory accuracy and records management.
  • Prepared accurate shipping orders and bills of lading to direct and route materials.
  • Investigated inventory discrepancies to maintain recordkeeping validity.
  • Reviewed work orders to check correctness of deliveries.

Education

Graduate Certificate - Marketing Management

British Columbia Institute of Technology
Burnaby, BC
11.2018

Skills

  • Data collection and organization
  • Relationship building
  • Data entry
  • Risk management
  • Attention to detail
  • Time management
  • Problem solving
  • Task prioritization
  • Continuous improvement

Languages

Certification

  • CIP course - on going

Affiliations

  • Participating in the Community Events Committee

Timeline

Underwriting Assistant

Wawanesa Insurance
01.2021 - Current

Senior Administrative Assistant

Wawanesa Insurance
05.2019 - 01.2021

Receptionist

Wawanesa Insurance
01.2019 - 05.2019

Sales Lead

Staples
01.2015 - 01.2019

Graduate Certificate - Marketing Management

British Columbia Institute of Technology

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Natalia Alberti Juriati