Insurance Administrative Specialist with 15+ Years Experience

LORI PETRASHUYK

Calgary, AB **************@*****.*** 587-***-**** https://www.linkedin.com/in/lori- petrashuyk

ADMINISTRATIVE ASSISTANT & INSURANCE RECEPTIONIST

Trusted, customer-focused, and self-driven Administrative Professional, leveraging 15+ years of progressive career experience solely working within the Insurance Industry. Brings forward a honed skill set in insurance claims, documentation management, change requests, and working with industry related software. Passionate to create unique client experiences, elevating satisfaction, and building retention. Reputed as a positive team collaborator, exceptional with multi-tasking, and deploying an all-hands-on-deck approach in completing any project needed. Dedicated to adding significant team value, supporting departmental objectives, and cultivating a warm and welcoming work environment.

AREAS OF EXPERTISE

Administrative & Clerical Support – Client Care & Sales - Document Management & File Updates – Claims Data Entry

Contract Preparation - Policy Renewals & Reinsurance – Report Consolidation – Billing & Payments

Office Communication - Creative Problem Solving – Escalation Management – Confidentiality TECHNICAL SKILLS: Proficient working with Tam, Epic, and Microsoft Suite Programs (Word, Excel, and Outlook). Experienced working with all office equipment including photocopiers, fax machines, multi-line phone systems etc.

EMPLOYMENT HISTORY

BROKERLINK Formerly Bishop, Godfrey

2008 - 2020

BrokerLink is Canada’s largest and most reliable Insurance Brokerages, with over 140 branches and 2,000 employees.

Administrative Assistant

Worked well independently on a team to solve problems. Served well as a friendly, hardworking punctual employee. Integral member of the Administrative Team, comprising of 6 Administrative Professionals, responsible for clerically supporting the Calgary office totalling 220+ employees. Directly reported to the Manager of Office Operations, accountable for collaborating within team, executing daily responsibilities to meet business demands. Took on an active role supporting the business during multiple corporate acquisitions, fronting reception, data entry, and payments.

Sole incumbent of all claim entry, accurately inputting all pertinent information and updating files accordingly.

Drafted 50-100 Y Bill Emails per day, sending reminder notices and cancellations, efforts 1

supported the CFR Team.

Managed over 500-1000 Y Rens per week, coordinating and delegating renewal notices across the CFR Team.

Possessed direct oversight for the office’s incoming and outgoing mail, ensuring the accurate transfer and expedition of over 300+ pieces, including highly confidential documents via Canada Post or Courier Service.

Liaised with the Operations Manager on Office Inventory, continuously reviewing supplies monthly, assessing shortages and immediate needs, concurrently controlling budget while supporting business operations.

Experienced with managing Reception, managing a high volume of incoming calls across 6-business lines.

Handed all walk-in client payments, processing over 20 per day, and completing client file notes to Brokers.

Assisted the Team Leader with special projects, including a crucial Data Entry Project that required entry of over 100-150 pieces of client documentation, efforts support the CSR Team and promoted a new process.

Backed the Corporate Team during the difficult business transition following COVID-19 pandemic status in March 2020, taking on a blended remote and in-office role, completing all claims and Y Billing.

EDUCATION & PROFESSIONAL DEVELOPMENT

Insurance Certificate Program Intact Insurance

General Level 1 Broker/Agent License Ballad Group December 2021 Finish Date Technology Training Various Courses Completed on MS Office (Word, Excel) High School Diploma Dr. EP Scarlett

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