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Clerical/Administrative Assistant

Cornwall, Ontario, Canada
January 27, 2018

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Lorelei Macdonell

North Lancaster, Ontario, K*C*Z0 613-***-****


Administrative Professional

A knowledgeable administrative professional / Expert in utilization of consumer reports

A skilled office professional geared towards fostering interpersonal relationships and maintaining consistent consumer files. An intuitive communications expert adept at adapting to a fast-paced and ever-changing environment. Excellent liaison between staff and clients to create a seamless experience and improve company community standing.

Reporting and Records Maintenance

Proficient with MS Office

Strategic Planning and Implementation

Data and File Analytics

Dedicated Team Player


Great Organizational Skills

Business Acquisition

Conflict Resolution


Professional Consolidator, North Lancaster

Independent Contractor

2015 - Present

Founded a home/office cleaning company aimed at providing clean and healthy environments to clients in need. Balance client schedules to set appointments and secure re-occurring services. Process all payments and maintain client records for accounts receivable. Balance customer accounts to ensure profit and strategize new customer acquisition. Engage in friendly and helpful communication with current and potential clients.

Obtain clients by providing consistent and quality services.

Utilize reputation to encourage word-of-mouth marketing for new clients.

Commonwell Mutual Insurance Company, Alexandria, Ontario

Conversion Specialist (One Year Contract)

2014 - 2015

Systemically organized client files and updated all customer account information. Assessed all Motor Vehicle Reports; proficient at navigating government data systems. Maintained accurate client records and relevant file documentation. Meticulously composed all reporting and merged physical files with new computer file management system. Conducted mail merges to ensure timely clients received critical insurance renewal information in a timely manner. Completed all deliverables in the allotted time frame.

Acquired skills to operate new computer system quickly in order to integrate all client records.

Participated in company training programs

Hunt Insurance, A Division of Johnson Insurance Inc Cornwall, Ontario

Client Services Associate

2008 - 2013

Client-centric associate who strove to accurately relay insurance claims rewrite information from the company to the customer. Collaborated with customers and management to develop the best communication strategy solutions. Constantly strengthened industry knowledge by attending company trainings and team learning sessions. Kept clients abreast of the latest market trends and product offerings. Prepared and edited all file documentation for management and consumer review. As the situation requited, would prepare daily bank deposits.

Generated new customer relationships through specialized engagement and maintained existing caseload through detail-oriented commitments.

Cross-departmental training to assist other team members, specifically front-end reception, in the event of an absence.

Bradley Insurance Brokers, Stittsville, Ontario

Insurance Broker

2007 - 2008

Navigated clients through the various policies and advised them as to which policy was going to best fit their needs. Expertly fielded questions via thorough product knowledge. Processed customer information and properly updated records. Regularly organized file to ensure easy accessibility. Accurately entered application data and sought verification through insures. Provided quick and cogent responses.

Assisted in the transfer of a multi-million- dollar book of business involving expert industry knowledge, project management and organizational relevance.

Followed up after each client interaction with a customized letter.


Rozon Insurance Brokers, Williamstown, Ontario

Insurance Broker

Educated clients on the policies offered and worked to implement the best fitting policy. Collaborated with management and customers to develop customer oriented strategies. Fostered client relationships through personalized attention to detail encouraging customer retention. Properly filed all pertinent documentation and maintained order within all the records. Processed and reported client insurance claims. Effectively and compassionately communicated with patrons during emotionally straining life occurrences such as automobile and property loss. Ensured customers had all the insurance contact information and acted as a liaison between the client and the insurance company to ensure a seamless transaction. Followed up with all accounts to monitor claims progress. Mailed satisfaction survey once the claim was completed.

Interim supervisor of 20 employees, facilitated training and meetings, compiled personnel files, processed accounts receivables, and maintained ongoing staff licensing.

Considered a subject matter expert and would regularly mentor fellow associates as needed.

Updated all policy information and notified corresponding insurance company.


Office Procedures Diploma St. Lawrence College, Cornwall, ON

Human Services Course

Certificates & Licenses

CPR and First Aid

Training & Development

CEFEO French Course French Course-Terrific Tutoring Introduction of Microsoft Excel Basic Customer Service Skills

Customer Service Essentials Overcoming Your Customer Objection to Price Improving Management Skills How to Build a Motivated Workforce Usinging Employee Feedback, Ontario Health & Safety Course

Professional & Community Involvement

Sir Johnson Manor House, Committee Member, Williamstown, ON

Great Raisin River Foot Race, Operational Volunteer

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