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Customer Care Manager

Toronto, ON, M3J 1A8, Canada
October 26, 2019

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Anahit Khachatryan

Stilecroft Drive North York, Ontario, M3J 1A8


A dedicated Insurance Broker seeking a challenging position with a fast-paced and innovative organization. Adept at identifying problems, effectively analyzed them and applied an effective solution. Great team player and works independently as well. Ability to effectively communicate internally and externally at all levels. Highly trustworthy, discreet and ethical. Strong hunter approach to sales with the ability to create, grow and manage my business. Ability to handle multiple tasks. Highly accomplished at establishing, developing and maintaining positive business relationships that are important to the overall success of the business. Hardworking, detail oriented, dependable and effective. Proactive, adaptable, discreet individual with good interpersonal skills, and excellent problem-solving abilities, ideal in any responsibility requiring flexibility, confidentiality and organization, quick learner who can easily adopt new skills.


High-Level Accounting Skills

Full cycle of Bookkeeping, General Ledger, Journal Entries

Analytical Skills

Accounts Payable/Receivable

GL & Bank Reconciliations, Cash Application

Customer Relations/Satisfaction

Superior Customer Care

Problem Resolution


Staff Development/Training

Internal/External Communication

Self-motivated, driven and goal oriented

Resource Management

Relationship Management

Technology Skills: Knowledgeable of all office equipment, internet skills, Microsoft Office: Word, Excel, Outlook, PowerPoint & Access, Quick Books, ACCPAC

Languages read, write, spoken: English, German, Russian, Armenian


Captive Agent at Combined Insurance of America 2015 - 2018

Insurance Broker at Desjardins Financial Security Independent Network 2018 - Present

Building a team of advisors who are client relationship focussed, and simply not transaction focussed. Working with clients to determine needs, and leading with trust and honesty. Managing all aspects of the client relationship including all administration of the account and handling all communication with the insurance suppliers and participating many different insurance carriers training programs to get product knowledge for new products.

Identifying prospective clients by using business directories, cold calling and maintaining ongoing communication with clients throughout the life of the relationship in trust and respect.

Creating Illustrations based on clients’ needs and expectations, making professional demeanour and presentation, liaise with the insurance carriers and the clients. Actively prospecting and Meeting with prospective Clients through Financial Needs Analyses and closing deals. Proven track record in exceeding sales targets

Connecting sales teams with vital tools and information when in the field. Allow the company to stay in touch with important updates, and help foster honest discussions to help teams grow (revenue, stability, and job satisfaction).

The solutions I provide help companies and individuals meet their goals for growth and stability while maintaining roots in honest communication and team unity.

Insert Window Corp. Thornhill, Ontario 2015 - 2016

Bookkeeper/Operation Manager

Applied knowledge and expertise providing full cycle booking services using Quick Book financial software

Responsibilities included, but were not limited to: accounts payable, accounts receivable, posted transactions, created intercompany invoices, cheque run and cheque fraud protection, prepared trial balance, monthly accruals and cash flow spreadsheet daily for senior staff review

Superior customer care through IVR, cash and cheques - generating Progress Certificates and Time and Cost Summary Invoices

Developed systems using Excel to monitor and process daily transactions and cash flow system

Managed document archival system for various companies, filing, copying, faxing, answered phone calls and operated deliveries to the Companies.

Expert at financial records, maintained and balanced financial accounts through manual and computerized Bookkeeping systems, Responded to telephone, in person and electronic enquiries

Prepared and sent final invoice package to Clients within deadlines while maintaining a high level of accuracy

Prepared invoices and issued documents related to accounts such as bills, invoices, inventory reports, account statements and other financial statements using Quick Book

ASCHOT CONSTRUCTION, INC., Thornhill, Ontario 2003 - 2014

Bookkeeper/Billing Coordinator

Responsible for preparing invoices for Clients, reviewing inventory and responded to inquiries using ACCPAC financial software

Obtained additional billing details as required to ensure billing accuracy and escalated billing issues or concerns to the Billing manager

Ability to conduct Construction Company Field Measurement's calculations, reconciliation of billing, data entry, filing and obtained/organized supporting documentation including preparation of reports and spreadsheets as needed

Coordinated and managed monthly leases and finance for new and old equipment, included paid off and buy out options, set up and managed project billing terms in the system for an assigned portfolio of projects and clients

Produced bank compliances summary reports monthly for companies by the deadlines

Prepared all periodic accounting, financial reporting and variance analyses within the established corporate deadlines

Sustained bad debt write-offs NSF, vendor accounts, general ledger

Bell Canada/LVM Tech at Richmond Hill, Ontario 2010-2015

Business Development Manager/Sales Consultant

Provided professional service, saving money through plan optimization and cost audit, while controlling growth/capital costs

Kept their expenses in control – Regular Review (quarterly, annually)

Managed document archival system for various companies, prepared management reports, streamline support and hardware purchase

Solved Clint's technical challenges, responded by telephone and informed clients about Bell Promotions

Dedicated business support, responded in person or electronic enquires

Prevent over-paid on their wireless services through quarterly bill review

Simplified invoicing, bill analyses through copy of their wireless invoices, worked closely with other areas of the business as required to promptly address issues and concerns

Set up a meeting days with parties, prepared proposals and comparisons with Competitors and signed up agreements

Crown Metal Packaging, North York, Ontario 2008 – 2009

A/P & A/R Clerk

Applied knowledge and expertise providing full cycle booking services, handling the accounts payable and receivable using AS-400 System

Developed systems for efficiently posting transactions and reimbursement expenses for traveling and permits

Prepared invoices, cheques, trial balance and reconciled intercompany accounts

Created a specialized accounting department focused on general contracting and project management

Served as full cycle bookkeeper, accounts payable and receivable, posted transactions, generated invoices, cheque runs and prepared trial balance

Strategized, developed and implemented human resource policies and employee handbook


Insurance Broker at Desjardins Financial Security / Combined Insurance 2015-Present

Business Development Manager/Sales Consultant at 2010-2015

Accountant (A/P and A/R) at Ontario Crafts Council, Toronto, Ontario 2002 - 2003

Bookkeeper/Administrative Assistant at Handke Limited, Germany/Hagen 1994 - 1999

Business Teacher at Business Collage in Armenia/Yerevan 1984 - 1993


LLQP Approved Course in Toronto-Provincial Life Insurance Licensed 2018 – present

Sponsored by Desjardins Financial Security

Computerized Accounting Diploma with Honor, Business Office Skills Program, Bookkeeping Fundamentals Program, by Academy of Learning, Toronto, Ontario

Honor Diploma Degree, Business Administrative at University of Armenia, Yerevan


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