Velma Sheppard

Edmonton

ad0yhp@r.postjobfree.com

+1-780-***-****

• Goal Oriented

• Experience in Data entry

• Credit notes

• Salesmen’s Commissions

• Reception relief

• daily cash (twice a day)

• AS400

• Fluent in Microsoft Office

• Proficient in Tiny Term Software

• Reliable

• Punctual

• Team Player

• Inventory

• Filing

Work Experience

Customer Care Agent

Allstate Insurance - Edmonton, AB

May 2023 to Present

I help customers that already have an account. For Auto it could be to add a vehicle or remove a vehicle, add a driver or remove a driver, make changes to their policy such as adding or removing coverages. Cancel policies. For Home it could be updates to their furnace, roof, plumbing, electrical. Or if they want to add a rental property to their policy, or a boat. Or if they have renters, kids move back. Any kind of changes they want to make to their policy. I also do rewrites which is if they cancel their policy and decide they want to come back, or if there has been a separation or a divorce. When I am in the office

(I work 3 days from home, 2 in office) I take walk ins to help customers with whatever their needs may be. I also take payments for the customers.

Millennium Insurance - Sherwood Park, AB

June 2022 to Present

• Auto

• Property

Insurance Agent

Katherine Hanna Insurance - Desjardins, QC

July 2021 to April 2022

• Auto

• Property

• Life Insurance

• Calling Customers

Administrative Assistant

Triple Random Inc.

August 2019 to December 2019

– Lay off

• WHMIS

• Data entry for customer accounts

• Call customers for collections

• Truck Drivers hours on excel spreadsheet

• Help wherever else is needed

• Account Receivable Report

• Filing

• Fullbay Software Program

Oxygen Products Administrative Assistant

October 2004 to May 2018

• Salesman Commissions

• Payment on Customer accounts

• Accounts Payable

• Phone etiquette

• Month end Statements

Administrative Assistant

Wolseley Mechanical Group

July 1993 to October 2004

• Typed up quotes for customers.

• Debit notes for vendors.

• Phone etiquette

• Compiled Customer Specs in Manual

Education

License

2020

License in Life Insurance

2020

Skills

• Goal Oriented

• Experience in Data entry

• Credit notes

• Salesmen's Commissions

• Reception relief

• daily cash (twice a day)

• AS400

• Fluent in Microsoft Office

• Proficient in Tiny Term Software

• Reliable

• Punctual

• Team Player

• Inventory

• Filing

Links

linkedin.com/in/velma-sheppard-95ba2186

Contact this candidate