Detail-oriented and highly skilled Policy Operations and Administrative Professional
with 20+ years of experience across insurance services, regulated product packaging, and customer-facing environments. Recognized for efficiently managing policy workflows, case distribution, and high-volume data processing using tools such as Salesforce. Skilled in coordinating cross-functional teams, maintaining regulatory compliance, and optimizing operational accuracy in fast-paced, deadline-driven settings. Strong background in customer service, quality assurance, and CRM-based task prioritization with a commitment to process improvement and team efficiency. Professional Summary
Packaging Technician (Jul 2021 – Jun 2022)
BC Green Pharmaceutical Company – Princeton, BC
• Accurately weighed, packaged, and labeled cannabis products per applicable strict government regulations, ensuring 100% compliance.
• Maintained daily production logs, batch data, and product traceability through digital inventory and labeling systems.
• Adhered to SOPs and safety protocols while managing sensitive materials in a high-security, fast-paced environment.
• Supported production targets by completing packaging quotas consistently ahead of schedule and with zero errors.
• Collaborated with cross-department teams to streamline compliance process workflows and ensure seamless packaging flow.
Service Clerk (Cashier) (Oct 2020 – Jun 2021)
Save-On-Foods – Maple Ridge, BC
• Delivered prompt, courteous service in a high-traffic busy retail environment, handling up to 200+ transactions per shift.
• Operated POS systems efficiently while maintaining accuracy in pricing, returns, and customer account handling.
• Assisted in managing front-end inventory, packaging supplies, and floor support during peak operating hours.
• Promoted customer satisfaction by resolving issues quickly, resulting in positive feedback and loyalty.
• Maintained a clean, organized, and compliant work environment aligned with company service standards.
Policy Services Clerk – SME Commercial Department (Apr 2010 – May 2019) Canadian Northern Shield (CNS Insurance) – Vancouver, BC
• Managed 100–150 daily policy submissions using Salesforce CRM, routing cases to appropriate teams with precision.
• Entered and categorized policy data with correct industry codes, improving underwriting speed and accuracy by 30%.
• Supported policy renewals, new submissions, and broker inquiries with clear documentation and fast response times.
• Collaborated with underwriting and retention teams to optimize service levels, compliance, and turnaround targets.
• Played a key role in the Salesforce transition, ensuring seamless migration and training support for internal users.
Professional Experience
604-***-**** Jolanta Robertson
428-32335 Fletcher Avenue, Mission, BC
V2V 0L5
*******.*********@*****.***
• Policy Workflow Management
• Case Assignment & Prioritization
• Regulatory Compliance Support
• Insurance Documentation Processing
• Packaging & Labelling Compliance
• Customer Service Operations
• Records & Data Accuracy
• Salesforce-Based Case Routing
• Deadline-Driven Productivity
• Cross-Functional Team Coordination
Core Competencies
Grade 12 Diploma
• North Vancouver High School — North
Vancouver, BC
Education
CAIB I, II, III
• Canadian Accredited Insurance Broker
Program
Certification
• Salesforce CRM Platform
• Microsoft Word, Excel, Outlook
• Dictation & Transcription Tools
• Cannabis Inventory Systems
• Email Workflow Applications
• Data Management Systems
• Point-of-Sale (POS) Operation
• Digital Labeling Tools
Technical Skills
• 60–70 Words Per Minute
Typing Speed
Part-Time Cashier (Evenings/Weekends) (Concurrent – Over 20 Years) Save-On-Foods – Various Locations
• Delivered excellent front-line customer service in a consistent part-time role while balancing full-time administrative positions.
• Handled cash, debit, and credit card transactions with 100% accuracy in a high- volume grocery environment.
• Assisted with stock replenishment, product displays, and promotional signage for front-end merchandising.
• Supported team schedules and trained new cashiers on POS operation, conflict resolution, and store procedures.
• Maintained long-term reliability and strong loyalty to the brand, recognized for punctuality and professional demeanor.
• Time Management & Organization
• Verbal & Written Communication
• Attention to Detail
• Problem Solving Under Pressure
• Adaptability in Fast-Paced Settings
• Dependability & Work Ethic
• Collaboration & Team Spirit
• Confidentiality & Professionalism
Soft Skills
• Long-standing interest in operational
excellence, compliance, and digital
systems.
• References available upon request.
Additional Information
Dictation Typist / Administrative Support
• Provided transcription and administrative support for legal and insurance professionals, including Chevron Canada and Jardine Lloyd.
• Specialized in dicta typing, legal transcription, documentation, and high-speed word processing under tight daily deadlines.
• Recognized for exceptional accuracy, fast typing speed, and clear professional communication across multiple departments.
Early Career Highlights