Customer Service Administrative Assistant

Bonnie Williams

*** – **** **th Street, Delta, BC V4L 2M5

Phone: 604-***-****

● E-Mail: ****************@*******.***

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PROFILE

A Customer Service/Administrative Specialist with 16+ years experience dealing with internal and external customers. Builds solid relationships with people, and listens and communicates carefully. Able to research and solve problems with great results.

CAREER EXPERIENCE

PACIFIC GOLD TOURS (2011-2011)

Administrative Assistant

• Booking tours for clients and travel agents

• Writing up orders

• Answering inquiries

• Taking payment

WAWANESA MUTUAL INSURANCE – Branch Office 1999 – 2008

An Insurance Company that provides coverage for both house and commercial properties.

Personal Lines Support Clerk (2007 – 2008)

• Scanned applications and ensured that all criteria were correct and complete

• Entered applications into the database.

• Requested missing information from the brokers

• Distributed applications to the underwriters.

• Ensured that the funds received matched the amount owing.

Mailroom Clerk (2005 – 2007)

• Opened, sorted and distributed mail to the various departments.

• Filed various form of documentation.

• Handled the reception desk including telephones, deliveries and couriers.

WAWANESA LIFE INSURANCE COMPANY

A sister company to the Mutual that provides group health and dental, and personal life insurance.

Life Administrator (1999 – 2005)

• Provided quotes to the customers, brokers and agents either by phone or in person.

• Ordered medical requirements for the clients on behalf of the agents and/or brokers.

• Couriered applications to the head office.

• Answered phones and researched information for the Group health and dental.

• Assisted the manager in sending out invitations for seminars.

• Prepared letters and certificates.

• Collected payments for the applications.

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PACIFIC BLUE CROSS 1989 – 1998

Provides Extended and Dental Health to groups and individuals and sells travel insurance.

Customer Service Representative (1992 – 1998)

• Answered customers’ inquiries either on the phone or in person ensuring that the customer understood the information.

• Dealt with irate people effectively and ensured that they were satisfied with the outcome.

• Processed letters and responded to correspondence in timely manner.

• Sold travel insurance to clients and provided detailed explanations.

• Claims Adjudicator (1990 – 1992)

• Processed Extended Health claims and ensured correct information to process a claim.

• Drafted correspondence, either asking for more information or declining a claim.

• Researched information to see if eligible and made decisions to either accept or decline.

• File Clerk (1989 – 1990)

• Filed correspondence and claims.

• Mailed out the refund cheques in a timely manner.

• Located information and files for the adjudicators.

COMPUTER SKILLS

Windows, Windows Office (Word, Excel, Outlook), WordPerfect, ACCPac, Data Entry, Lotus Notes, Searching on the Internet and Skype.

EDUCATION

Fundamentals of Insurance – 2012

Career Diploma, Travel and Tourism - 2010

Customer Service Course Communication Skill, Loma Land - 2004

Obtained a designation of Associated Customer Service (ACS)

In-house computer training, Softrak Systems - 1998

Medical Terminology, Vancouver School Board - 1990

Microsoft Word, Excel, Lotus Notes, WordPerfect, Control Data Institute - 1985

COMMUNITY INVOLVEMENT

Volunteered at Children’s Miracle Network, CKVU (now Global), Data entry

OTHER INTERESTS

DJ on an internet radio station, Music, Reading, Gardening, Crossword

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