ORION BATTEN
St. John's,Canada
Summary
Dynamic professional adept in insurance and health services with a strong emphasis on client relations and effective communication. Utilizes problem-solving skills to navigate complex issues while maintaining a focus on client needs. Recognized for creating standard operating procedures to streamline operations and enhance team productivity.
Overview
9
9
years of professional experience
Work History
Taxpayer Service Representative
Canada Revenue Agency
St. John's, Newfoundland and Labrador
01.2024 - Current
- Received, reviewed, analyzed, and researched taxpayer information from internal and external sources to identify and resolve accounts requiring corrective action, enhancing accuracy of tax records.
- Communicated with taxpayers and representatives verbally and in writing, addressing inbound/outbound telephone enquiries to ensure clarity and resolution.
- Reviewed and directed enquiries or issues to appropriate areas for resolution, facilitating timely responses and effective issue management.
- Researching, analyzing, interpreting, and applying legislative and regulatory provisions, policies and guidelines.
- Demonstrated expertise in Heron Road accounting software, facilitating accurate financial reporting.
- Reviewed, planned, organized, and prioritized workload.
- Preparing reports, letters, and other documents.
- Participating in projects designed to enforce identified areas of non-compliance.
Licensed Insurance Agent
JOHNSON, INC
St. John's, NL
03.2022 - 10.2022
- Selling and servicing property and casualty insurance products for a specialty market.
- Cross-sold and upsold products to align with client needs, enhancing overall client satisfaction.
- Utilized language skills to clarify policy wording for clients and claims handlers, improving understanding and trust.
- Exercising superior judgment in handling client information and protecting privacy.
- Took ownership of work and assisted teammates in resolving technical problems, fostering a collaborative environment.
Health Service Specialist
FONEMED, INC
06.2021 - 09.2021
- Provided remote health services to clients across Canada and U.S.A., ensuring accessibility and support.
- Addressed unique needs of diverse client base, tailoring services to enhance individual care.
- Provided accurate and professional information collection and transcription services to our clients.
- Screened and prioritized patients effectively, utilizing judgement and team lead guidance to improve workflow.
- Collaborated with team members to solve complex problems and provide effective solutions.
- Demonstrated adaptability, consistently improving based on feedback and audit results.
Manager
The Reluctant Chef
05.2017 - 11.2019
- Executed sales strategies to increase client engagement.
- Cultivated and strengthened client relationships to support long-term partnerships.
- Managed client interactions to ensure satisfaction and address needs.
- Designed SOPs, company policy documents, and checklists to standardize certain tasks and helped make employees' roles modular and more trainable.
- Submitted weekly P&L report.
- Coordinated employee schedules.
- Maintained accurate records of cash, revenues, and expenses to support financial oversight.
Education
Marine Systems Engineering -
Fisheries and Marine Institute of Newfoundland and Labrador
St. John's, NL10-2019
Secondary School -
Holy Heart of Mary
St. John's, NL06-2006
Bachelor of Science - Psychology
Memorial University of Newfoundland
St. John's, NL03-2026
Skills
- Tax Regulations
- Tax Compliance
- Compliance management
- Data analysis
- Project management
- Microsoft Office
- Client Services
- Accounting software
- Agent training
- Team development
- Problem Solving
- Collaboration
- Communication skills
- Compliance management
Timeline
Taxpayer Service Representative
Canada Revenue Agency
01.2024 - Current
Licensed Insurance Agent
JOHNSON, INC
03.2022 - 10.2022
Health Service Specialist
FONEMED, INC
06.2021 - 09.2021
Manager
The Reluctant Chef
05.2017 - 11.2019
Marine Systems Engineering -
Fisheries and Marine Institute of Newfoundland and Labrador
Secondary School -
Holy Heart of Mary
Bachelor of Science - Psychology
Memorial University of Newfoundland