Administrative Assistant Insurance
Resume:
ALONA FRIEDMAN
Calgary, Alberta
Email: *************@*******.***
OBJECTIVE
Seeking a position as an Administrative Assistant where my experience will be fully utilized in providing quality and efficient administrative support to the company’s activities.
SUMMARY OF QUALIFICATIONS
Over 10 years of office administration experience in the Insurance, Finance or Healthcare industries.
Reliable, committed and dedicated employee. Able to multi-task effectively, organized and team player.
Positive approach with a can do attitude, hard worker and have the ability to work under pressure.
Strong communication skills.
Computer skills: Microsoft Office, Outlook emails, proprietary software and on-line websites.
Administrative Coordinator – Future Values Estate & Financial Planning, 2014 – 2016
Supported a Gold Key advisor and an associate advisor with life insurance, investment, and policy services.
Open Segregated Funds and Mutual Funds for RRSP, TFSA, RESP, RIF and Open accounts on Quadrus dealer website.
Processed redemptions, subsequent, switches, conversion and transfers between different financial institutions, and sent cheques and paperwork to Insurance or Investment Companies.
Verified paperwork completion and followed up to confirm that all transactions were correctly processed.
Processed Life Insurance, Critical Illness and Disability Insurance applications by making sure they were completed correctly, ordered medical exams and scanned for office records.
Follow up with New Business department for any pending issue.
Managed all inforce policy services such as beneficiary changes, transfer of ownerships, PAC, etc.
Dealt with day-to-day office needs such as order supplies, book meetings on Outlook, phones, faxes, and communicating with clients, and insurance and investment companies.
Medical Receptionist - Arid Mountain Clinic, Calgary 2011 - 2014
I worked for Dr. Cheuk, an allergy and immunology specialist, in a very busy clinic. The work included:
Accepted referrals and entered patients' demographics into a proprietary software.
Answered phones, replied to patients’ questions. Booked and confirmed appointments.
Assist the nurses with daily basic needs such as filing, calling patients and Print blood requisitions.
Verified patients’ data.
Wrote communication records and delivered it to the nurses.
Ordering serums for shot patients and taking payments.
Filing, faxes.
Administrative Assistant - Daystar Financial (MGA), Calgary, 2007 – 2011
Supported advisors with life, investment, and policy service matters and handled any inquiries quickly and effectively.
Worked as the mediator between the advisors and the insurance companies to ensure all issues were completed satisfactorily.
Obtained new business applications, scanned documents using proprietary software and ordered medical tests.
Sent out in-force inquiries on advisors’ behalf to insurance companies and followed up to ensure all changes were made.
Assisted with all office administrative tasks including answering phones, filing, faxing, ordering office supplies and insurance forms for continued operation of administration department.
EDUCATION
Bachelor of General Arts degree, Open University, Israel 1996-1999
REFERENCES Available upon request.
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