Teresa Kasnik
Ladysmith,BC
Summary
Dynamic professional with a proven track record at Interior Savings Insurance, enhancing client satisfaction through personalized solutions and exceptional service. Skilled in data entry and client relations, adept at analyzing customer needs to recommend suitable coverage. Demonstrated ability to manage time effectively, achieving tasks with precision and empathy.
Overview
26
26
years of professional experience
Work History
Receptionist, Front End Manager
High Street Hair
01.2019 - 08.2021
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Handled cash transactions and maintained sales and payments records accurately.
- Calculated employees time, wages, and commission to be submitted to accountant
Insurance Broker
Interior Savings Insurance
03.2013 - 08.2016
- Evaluated accuracy and quality of data entered into agency management system.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Balanced daily sales and records.
- Reconciled stock on a monthly basis.
Pharmacy Assistant, Front Store Manager
Barriere IDA
07.1995 - 12.2005
- Supported inventory management, ensuring proper stock levels and expiration date monitoring for medication safety.
- Kept pharmacy counter and related areas clean, neat and organized.
- Demonstrated professionalism and empathy when handling sensitive patient situations, preserving confidentiality at all times.
- Supported operations with filing, copying and faxing.
- Received incoming supplies and stocked in correct locations.
- Received deliveries of medication shipments, verifying contents against invoices while adhering to proper storage protocols.
- Updated computer system with current customer, payment and inventory information.
Education
Certificate - Medical Terminology
Canadian Red Cross
12-2024
Certificate - Bookkeeping
Okanagan College
Kelowna, BC03-2022
CAIB 3
IBABC
05-2016
CAIB 2
IBABC
12-2015
CAIB 1
IBABC
02-2015
Certificate - Fundamentals of Insurance
IBABC
Vancouver, BC01-2013
Skills
- Organization skills
- File management
- Verbal and written communication
- Data entry
- Office management
- Time management
- Documentation and reporting
- Customer/Client relations
- Basic accounting
Languages
English
Native or Bilingual
Timeline
Receptionist, Front End Manager
High Street Hair
01.2019 - 08.2021
Insurance Broker
Interior Savings Insurance
03.2013 - 08.2016
Pharmacy Assistant, Front Store Manager
Barriere IDA
07.1995 - 12.2005
Certificate - Medical Terminology
Canadian Red Cross
Certificate - Bookkeeping
Okanagan College
CAIB 3
IBABC
CAIB 2
IBABC
CAIB 1
IBABC
Certificate - Fundamentals of Insurance
IBABC
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