Data Entry Life Insurance

Kelly Holloway

*** *** ***** * * 902-***-**** C 902-***-****

Big Bras D'Or, NS B1X 1Y6 **********@*****.**

Highlights of Qualifications:

•Provided over 15 years of professional experience delivering excellent customer / client service to various cultural and diverse fast-paced and busy organizations

•Experienced in providing services to the general public in person, by telephone and email in a high volume environment; serving clientele who have a broad variety of needs

•Performed general office duties such as typing, filing, photocopying, scan documents, faxing, answering phones, etc.

•Experienced working as a Team Leader and solved difficult situations in a quick and efficient manner

•Trained in GCMS Application, the approving of Immigration applications for possible permanent residency in Canada

•Proficient in data entry, the use of computers, basic knowledge of computer applications such as MS Office (Word, Excel, PowerPoint, Outlook), Internet, Email, and various national and international information systems and databases

•Excellent keyboarding and typing skills up to 45 wpm

•Exhibited exceptional cash handling skills of public monies, such as, but not limited to, processing cash, debit and credit card transactions, daily bank deposits and reconciliations, and accounts receivable/payable

•Compiled, gathered, reviewed, verified information for accuracy & completeness while paying close attention to detail

•Made decisions while applying government programs, regulations, legislations, policies and procedures

•Excellent time management, prioritization and multi-tasking skills while meeting timely deadlines

•Exceptional communication, interpersonal and organizational skills

•Experienced in interviewing clients to gather information relevant to case files

•Adaptable to working with various personalities and in ever changing policy driven work environments

•Flexible to work a variety of shifts and schedules; including evenings, weekends and overtime

•Ability to work well independently and as a team player without supervision

•Strong work ethic and perfect attendance record with reliable punctuality

•Clean Criminal Record and Security Clearance Check

•Valid Driver's License with own reliable transportation

Key Skills & Attributes:

Client services Data entry / computer competency Conflict resolution Time management

Leadership Analytical and critical thinking Problem solving Document use and filing

Ethics Results and detail oriented Decision making Adaptable and flexible

Professional Skills Profile:

General Office Clerk

Provided clerical and administrative support services related to processing death claim forms / applications for beneficiaries to gain access to life insurance policies

Determined eligibility and processed dividends and loans on various life insurance policies / claims

Verified clients personal, financial & security information with clients gaining access to their valid life insurance policies

Completed pre-screening of applications/forms for income of valid life insurance policies; payment processing; data entry; file preparation and management (manual & electronic); sorting/batching/distributing of files; preparation of routine correspondence and forms; digital scanning; quality control checks of cargo and inventory; recording of production statistics of loans and dividends being issued and calls received; mail/courier services; processing incoming and outgoing mail (manual and electronic); and archiving of records

Inputted, verified and accessed information using various national/international information systems and databases

Used and performed basic maintenance on various specialized office equipment

Provided on the job training and guidance to other staff members

Participated in operational working groups to contribute to the development of new or revised methods and procedures to improve efficiency

Provided general assistance and support to staff and management when required

Processed accounts receivable / payable, bank deposits and reconciliations, etc.

Performed minor bookkeeping and accounting tasks

Communicated with customers through email to provide information regarding mortgage loans and processes

Developed spreadsheets as production lists to maintain & keep track of all undeliverable emails / company information

Processed requests for death claims, dividends and loans on various life insurance policies

Customer Service

Greeted customers entering the establishment and assisted them with their inquiries

Answered phones and provided information to customers in a friendly and timely manner

Assisted customers with all their banking needs, death claim forms, processing dividends and loans on various life insurance policies

Diplomatically dealt with upset or irate customers using professionalism and tact

Resolved complex issues, concerns and minor complaints using effective conflict management, interactive communication and negotiation skills

Maintained a reputation with customers, coworkers and the general public as competent, knowledgeable and helpful

Experience:

Immigration, Refugees and Citizenship Canada Sydney, NS

Program Assistant – Express Entry Sept. 2019 to Dec 2019

S2G Support Services Group North Sydney, NS

Customer Services Representative Jul. 2015 to Present

EDS Sydney, NS

Supervisor (United Airlines Cargo) Dec. 2011 to Apr. 2015

Customer Service Rep (MERS) Jan. 2008 to Dec. 2011

Customer Service Rep (John Hancock Life Insurance) Dec. 2004 to Dec. 2011

Bank of Nova Scotia North Sydney, NS

Financial Services Representative Jan. 2000 to Dec. 2004

Education:

Memorial Composite High School Sydney Mines, NS

Grade 12 Academic / Secretarial Diploma 1986

Community Involvement:

Church Volunteer Fundraising Projects - St. John's Anglican Church (1998 to Present)

Volunteer Coach - YBC Bowling Association for Youth (2000 to 2015)

Volunteer Girl Guide Leader - Girl Guides of Canada (1992 to 2000)

References: Available upon request

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