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Work Background
Administrative Specialist
Canada LifeAdministrative Specialist
Nov. 2023 - Oct. 2024Canada, Toronto• Opened and handled all incoming mail for Direct Marketing department. • Completed client requests for changes in beneficiaries, coverages, health status etc. within targeted processing times. • Liaised between underwriting and customer service departments. • Coordinated the large movement of archived files from the office building to storage due to construction.
Executive Assistant
Brokerzone InsuranceExecutive Assistant
Dec. 2021 - Jul. 2023Canada, Mississauga• Transferred client databases accurately from Salesforce to InsuredMine. • Streamlined data entry process and established efficient policy document pipelines. • Optimised office workflow to maximise broker's time efficiency. • Ensured prompt follow-ups and responses for calls, emails, and policy change requests. • Verified client access to liability slips, both electronically and physically. • Secured all documents required by law from the insured to be on file in office including most recent driver’s licenses to vehicle ownership documents.
Customer Service Agent
Optima Communications International Inc.Customer Service Agent
Nov. 2021 - Jan. 2022Canada, Toronto• Remote work, telemarketing • Cold calls selling insurance benefits for our client
Administrative Assistant
Sun Shine Rug Inc.Administrative Assistant
Mar. 2021 - Nov. 2021Canada, Mississauga• Managed paperwork for B2B transactions including packing slips, shipping labels, and bills of lading insuring accurate information and detail. • Maintained precise tracking and inventory records on online platforms. • Conducted stock checks, balanced accounts, and handled invoicing using Quickbooks. • Provided excellent customer service as the main receptionist, addressing customer inquiries. • Created promotional graphics and banners using Adobe Creative Suite.
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