Years of experience: 3

Data EntryOffice AssistantExecutive AssistantAdministrative AssistantAssistantCustomer Service

Trust Score

Highly reliable; strong professional involvement.

70%
Mathew's Career Path
Administrative SpecialistNov. 2023 -
Oct. 2024
Canada LifeAdministrative Specialist
Canada, 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 AssistantDec. 2021 -
Jul. 2023
Brokerzone InsuranceExecutive Assistant
Canada, 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. • Sec...
Customer Service AgentNov. 2021 -
Jan. 2022
Optima Communications International Inc.Customer Service Agent
Canada, Toronto• Remote work, telemarketing • Cold calls selling insurance benefits for our client