Dedicated Account Assistant offering over 2 years of experience in Commercial Insurance. Driven to contribute value through quick-learning, resourcefulness and a skill to prioritize and multi-task.
Overview
7
7
years of professional experience
Work History
Commercial Account Assistant
Wilson M. Beck Insurance
Edmonton, AB
04.2022 - Current
Prepare motor vehicle liability cards and certificates of insurance
Effectively process endorsements
Process invoices, finance contracts and accompanying client letters
Occassional processing of personal lines policies
Manage incoming emails, mail, etc.
Answer phone calls
Maintained open lines of communication with vendors, negotiating favorable payment terms when needed.
Ensured proper record-keeping through meticulous data entry and filing practices, reducing information retrieval time significantly.
Provided exceptional customer service by addressing client inquiries promptly and effectively, resulting in increased satisfaction rates and repeat business.
Brand Ambassador (Sales Associate) and Social Media Influencer
American Eagle - Aerie
10.2019 - 04.2022
Perform cash register sales transactions quickly and accurately
Answer phone calls and provide knowledgeable and friendly customer service
Maintain a clean and well-organized sales floor, fitting rooms, and stockroom
Offer quality assistance to customers with questions or concerns
Assist manager in closing duties and preparation for the next day
Attend ZOOM meetings and promote products on social media.
Volunteer Teacher Assistant
Dance Unlimited
Edmonton, AB
09.2017 - 06.2018
Offer constructive feedback to minors under care regarding specific actions, behaviors, and words
Document student attendance and progress
Assist in choreography
Successfully improve student participation in the classroom through integration of creative role-playing exercises.
Education
Level 2 Alberta General Insurance License - Insurance Management
Alberta Insurance Counsel
Edmonton, AB
11.2023
2nd Year - Education
Concordia University of Edmonton
Edmonton, AB
01.2022
Skills
Applied Epic
Policyworks
Microsoft Office
Personable and outgoing
Punctual
Team player
Excellent attention to detail
Highly Dependable
Critical Thinking
Timeline
Commercial Account Assistant
Wilson M. Beck Insurance
04.2022 - Current
Brand Ambassador (Sales Associate) and Social Media Influencer
American Eagle - Aerie
10.2019 - 04.2022
Volunteer Teacher Assistant
Dance Unlimited
09.2017 - 06.2018
Level 2 Alberta General Insurance License - Insurance Management