Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Tara Morin

Fort McMurray,AB

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

20
20
years of professional experience

Work History

Associate, Personal Insurance

Rogers Insurance Ltd/Acera Insurance Services Ltd
12.2022 - Current
  • Process Payments.
  • Generate Receipts.
  • Maintain emails.
  • Answer phone promptly.
  • Collaborate with underwriters, agents, and brokers.
  • Stayed up-to-date on industry trends and regulations, providing clients with accurate information.
  • Request for home updates & Process updated home evaluators in Applied Rating Service system.
  • Re-quote insurance policies as per request of broker in Applied Rating Service system.
  • Quote missing coverages in the insurance company broker portals.
  • Send follow-up emails/letters to clients with new open claims on behalf of brokers.
  • Send missing coverage emails/letters to clients on behalf of brokers.
  • Assist brokers with daily projects in a timely manner.
  • Assist clients in navigating complex policy documents.
  • Maintain confidentiality of sensitive information by adhering to strict privacy policies and noting our data base system.

Administrative Assistant

Rogers Insurance Ltd.
05.2021 - 12.2022
  • Answer multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintain confidentiality of sensitive information by adhering to strict privacy policies and noting our data base system.
  • Deliver excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensure accurate record-keeping with diligent data entry and database management for vital company information.
  • Process Payments.
  • Generate receipts.
  • Assisted in onboarding new employees, providing training materials for them to be successful.
  • Work alongside support staff, brokers and management.
  • Collaborated on special projects as assigned by leadership.
  • Maintain emails.
  • Complete daily bank deposits.
  • Balance petty cash daily.
  • Attend daily team meetings.

Reception

Rogers Insurance Ltd.
11.2019 - 05.2021
  • Managed the reception area professionally, greeting visitors and directing them to appropriate personnel.
  • Answered all incoming phone calls & forward to the correct department/person.
  • Ordered office supplies as needed.
  • Assisted with special projects.
  • Process payments.
  • Generate receipts.
  • Maintained log book.
  • Completed daily bank deposit.
  • Participated in daily team meetings.
  • Worked alongside support staff, brokers and management.

Cash Room/Front Desk Agent

Westlock Inn& Conference Centre
09.2013 - 09.2014
  • Balance cash room daily.
  • Complete daily bank deposit.
  • Fill all ATM machines.
  • Balance cash drawer at front desk.
  • Collected room deposits, fees, and payments.
  • Maintained accurate records of guest information, payments, and reservations using hotel management software systems.
  • Resolved guest issues promptly, resulting in positive feedback and return visits.
  • Took reservations over phone, in person, and via computer for guests and provided confirmation information.
  • Handled incoming calls professionally, directing inquiries to appropriate personnel as needed.
  • Issued room keys to guests upon check-in and answered questions regarding proper use.
  • Used internal software to process reservations, check-ins and check-outs.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Collaborated with housekeeping staff to maintain cleanliness standards in the lobby and common areas.

Customer Service Agent

Western Financial Group
11.2010 - 07.2013
  • Daily filing.
  • Fax/photocopy/scan documents.
  • Data entry.
  • Complete daily bank deposit.
  • Process payments.
  • Generate receipts.
  • Schedule appointments.
  • Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
  • Clearly communicated product features and benefits, helping customers make informed decisions about their purchases.
  • Addressed customer account discrepancies and concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.

Field Office Admin

Fleming Cats Ltd.
06.2008 - 08.2008
  • Enter employee time sheets using Microsoft Excel.
  • Collaborated with other departments to ensure smooth communication and workflow efficiency.
  • Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
  • Complete daily invoicing.
  • Streamlined office operations by implementing efficient filing and organizational systems.
  • Purchased and maintained office supplies.

Adult Care Coordinator

Beaver Lake Cree Nation
06.2007 - 03.2008
  • Answer phones.
  • Complete daily/monthly reports.
  • Schedule appointments.
  • Supervise staff.
  • Attend meetings.
  • Attend course trainings.
  • Make home visits to the elders.
  • Lead fundraising events.
  • Used company software and databases to maintain records of services performed and patient conditions.
  • Conducted regular evaluations of care plan effectiveness, making necessary adjustments based on feedback from patients and employees.

Customer Service Representative

ATB Financial
06.2004 - 08.2006
  • Provide customer service. Built rapport with clients through active listening, empathy, and understanding of their individual needs.
  • Complete daily direct deposit/NSF reports.
  • Attend daily team meetings.
  • Balance cash drawer.
  • Open/close customer accounts.
  • Assist with training new customer service representative employees.
  • Maintain emails.
  • Fax/photocopy.
  • Managed high call volume, consistently maintaining a professional demeanor and prioritizing customers needs.

Education

General Insurance -

Level 2
10.2023

General Insurance -

Level 1
11.2022

High School Diploma -

J.A. Williams High School
Lac La Biche, AB
06.2003

Skills

  • Ability to work under pressure
  • Organizing and Prioritizing Work
  • Data entry proficiency
  • Policy analysis
  • Teamwork and Collaboration
  • Customer Service
  • Attention to Detail
  • Efficient
  • Multi-tasking

References

Darlene Foster (Team Leader, Personal Insurance at Acera Insurance Services Ltd.)

(780) 799-1936

Timeline

Associate, Personal Insurance

Rogers Insurance Ltd/Acera Insurance Services Ltd
12.2022 - Current

Administrative Assistant

Rogers Insurance Ltd.
05.2021 - 12.2022

Reception

Rogers Insurance Ltd.
11.2019 - 05.2021

Cash Room/Front Desk Agent

Westlock Inn& Conference Centre
09.2013 - 09.2014

Customer Service Agent

Western Financial Group
11.2010 - 07.2013

Field Office Admin

Fleming Cats Ltd.
06.2008 - 08.2008

Adult Care Coordinator

Beaver Lake Cree Nation
06.2007 - 03.2008

Customer Service Representative

ATB Financial
06.2004 - 08.2006

General Insurance -

Level 2

General Insurance -

Level 1

High School Diploma -

J.A. Williams High School

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