Sheila Therrien

Delivered policy services to clients, ensuring clarity and compliance with insurance regulations.

Managed personal insurance policies, executed policy changes, renewals, cancellations, endorsements, and document updates.

• Completed day-to-day duties accurately and efficiently.
• Contributed innovative ideas and solutions to enhance team performance and outcomes.

• Collaborated with underwriters to assess risk factors for policy approvals.
• Reviewed policy documents to ensure compliance with company standards.
• Addressed client concerns promptly to enhance customer satisfaction levels.

• Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
• Automated office operations by managing client correspondence and data communications.
• Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
• Processed financial documents, contracts, expense reports and invoices.
• Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
• Coordinated onsite training events with vendors and facilitated online webinars to improve staff skills.
• Filtered emails by importance and escalated critical issues to leadership for timely resolution.
• Maintained organized office environment to enhance efficiency, professionalism, and team performance.
• Used judgment and initiative in handling confidential matters and requests.

• Directed hiring and training of new employees.
• Enhanced operational performance by developing effective business strategies, systems and procedures.
• Developed business and marketing plans and prepared monthly financial reports.
• Ran and operated day to day schedules.

• Directed customer communication to appropriate department personnel and offered information to resolve inquiries, boosting customer satisfaction.
• Managed scheduling for staff, monitoring resource allocation to provide optimal coverage and service.
• Coordinated large-scale events and department activities by acquiring venues, developing guest lists and organizing catering services.
• Maintained inventory in administrative building supply closet to prevent shortages of supplies.
• Prepared packages for shipment by generating invoices and setting up courier deliveries.
• Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
• Organized and maintained filing and document management systems by coordinating, archiving and purging files.
• Developed administrative processes to achieve organizational objectives and improve office efficiency.
• Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.

• Answered and directed incoming calls using multi-line telephone system.
• Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions.
• Greeted visitors, assessed needs and directed to appropriate personnel.
• Maintained all financial records to verify timely clearance of all credit and debit activities.
• Scheduled meetings with salespeople and clients, emailed customers and placed outbound calls as needed.
• Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules.
• Sorted and distributed business correspondence to correct department or staff member, reducing dropped communications and enabling faster responses to key requests.
• Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
• Scheduled and confirmed appointments.
• Sorted incoming mail and directed to correct personnel each day.
• Prepared packages for shipment by generating invoices and setting up courier deliveries.
• Processed payments and updated accounts to reflect balance changes.
• Received incoming packages and mail, dispersed parcels and correspondence and shipped outgoing items daily.
• Oversaw office inventory by restocking supplies and submitting purchase orders.
• Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management.