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Work Background
InsuritySenior Customer Success Manager
May. 2023 - Dec. 2024Hartford, Connecticut, United States
ProNavigatorBilingual Customer Success Manager - Insurtech
Mar. 2021 - Dec. 2022Kitchener, Ontario, Canada
Sault Major HockeyHockey Team Manager
Aug. 2020 - Apr. 2023Volunteer Role
All Risks, LtdInsurance Broker / CSR
Jul. 2013 - Nov. 2015Sault Ste. Marie, Ontario, Canada
Self EmployedIncome Tax Advisor
Jun. 2013 - Jan. 2023Ontario, CanadaAs a self-employed income tax preparer volunteering in Ontario, Canada, I provide free income tax preparation services to individuals and families in need. My responsibilities include preparing and filing accurate income tax returns, reviewing financial documents for completeness and compliance with Canadian tax laws, and offering tax planning advice to minimize tax liabilities. I stay updated with current tax regulations, maintain confidentiality, and handle sensitive information securely. Additionally, I educate clients on their tax obligations and potential credits or deductions. With strong knowledge of Canadian tax laws, proficiency in tax preparation software, excellent attention to detail, organizational skills, strong communication abilities, and the capability to work independently, I am committed to supporting my community through these volunteer services.
IntactPersonal Lines Underwriter
Jul. 2012 - Nov. 2014Ottawa, Ontario, Canada
IntactClaims Adjuster
Jan. 2008 - Jul. 2012Ottawa, Ontario, Canada
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