Licensed Life Insurance Agent - AO Globe Life Canada - Remote work from home (Olds)
(2025-02)
- Providing over 44,000 Union members with Will Kits via Canada Wills, advising how to complete forms
- Providing members with a needs analysis and quotes for whole life insurance for funeral and final expenses
- Providing members quotes for Accidental Death and Dismemberment
- Providing members quotes term insurance for mortgage, paycheck, and hospital protection
- Maintain a professional, ethical, and trustworthy standards with all clients
Dental Administrative Manager - The Dental Batch - Whangaparaoa New Zealand
(2021-01 - 2023-12)
- Managed and booked the Doctors and Hygienists patient assessments and appointments
- Used a complex computer software that was designed for dental practices
- Scheduled follow up appointments for patients
- Provided insurance quotes and took all payments
- Organized team meetings and provided minutes on content of meetings
- Worked with the team to improve standards and troubleshoot issues
- Did all medical paperwork for patients and doctors
- Trained all new staff and provided support for a very positive work environment
- Provided exceptional customer service and leadership
Customer Service Specialist - Smith & Nephew Surgical and Orthopaedic - Auckland New Zealand
(2018-01 - 2020-12)
- Provided Customer Service queries via email and phone (POD's, ETA's, Pricing etc.)
- Processed from 60-150 alphanumeric data entry orders for products per day, some very time sensitive for surgeries
- Gained experience in SAP (a complex inventory system)
- Worked on a program called Esker that processed basic orders automatically, I audited and proofread orders to guarantee accuracy
- Provided support for 15 Sales Staff daily (doing quotes and locating stock)
- Worked with customers to find solutions to solve problems
- Gained experience and knowledge of joint replacement surgeries
Chiropractic Assistant/Medical Receptionist - Fusion Chiropractic - Whangaparaoa NZ
(2017-01 - 2018-12)
- Frontline in reception, greeting clients and making them feel welcome
- Explaining to clients how our program works, educating them with their different stages in their spine correcting program, every client was different
- Taking and making calls to manage client appointments
- Assist Dr Rapson throughout the shift with whatever was required (scanning documents, locating documents etc.)
- Invoicing clients, also working with ACC claims and processing them accordingly
- Basic administration duties such as filing, scanning, etc.
- Entering client and billing information to their computer program (data entry)
- Balance cash-ups at the end of each shift
Customer Care Team Specialist - Thermo Fisher Scientific - Auckland NZ
(2016-01 - 2017-12)
- Answer up to 50 calls per day regarding all forms of queries within the Thermo Fisher Scientific business. This includes queries on molecular biology, microbiology, chromatography, lab equipment and consumables, chemistry, and scientific equipment (centrifuges etc.)
- Processing orders for my portfolio in a timely manner with daily deadlines, usually up to 50 per day
- Continuous data entry daily with strict deadlines
- Providing quotes for potential or existing customers
- Answering emailed queries on a program called Sales Force
- Constantly problem solving and finding resolutions to queries of complaints
- Processing financial credits and return of stock
- Confirming all customer permits are up to date e.g. You must hold a current permit with NZ Customs to purchase Methanol
- It was an extremely past paced environment, with a great deal of pressure
Administrative Specialist/ Receptionist - TRG Imaging Radiology - Auckland NZ
(2013-01 - 2015-12)
- Performed basic reception duties including learning to navigate a new and complex software system under pressure
- Greeting patients, confirming details on procedures/scans they were having, checking them in
- Taking patients back to the appropriate waiting areas, providing comfort and reassurance that they were getting the very best care to help them cope with an anxiety they may have been experiencing
- Organizing and itemizing steroid injection paperwork, making sure the proper forms were ready when the patient arrived
- Ensured all appropriate paperwork that was needed for the following day was completed the day before, remained organized and ahead with all paperwork by at least 1-2 days
- Responsible for taking payments (EFTPOS or cash) and doing the cash out at the end of the day
- Making walk-in bookings for X-Rays
- Confirming NHI and ACC numbers for patients using the NHI and ACC websites
- Communicating with the Radiologists regarding certain urgent files or cases, to process the paperwork pertaining to that patient, and action the request immediately
- Ringing WDHB patients to make their bookings
- The scans I booked included: X-rays, pelvic ultrasound, upper abdominal ultrasound, thyroid ultrasounds
- Confirming all information was correct, confirming appointment times and dates, explained possible preparations involved in having certain scans, sending letters of confirmation with preparation instructions
Surgical Loan Set Coordinator and Customer Service Specialist - Synthes Orthopaedics - Auckland NZ
(2010-01 - 2013-12)
Highly specialized role, with extensive medical training on orthopaedic surgical procedures. Working as part of a small team, supporting all hospitals in NZ dealing with orthopaedics. Extremely fast paced environment, highly stressful with an abundance of time sensitive issues daily, hourly.
- Understanding medical terminology and interpret it quickly
- Preparing inwards/outwards goods, doing monthly stocktaking
- Supporting up to 15 sales staff supporting their needs in a timely manner, balancing 2 separate phone lines simultaneously
- On-going training in orthopaedic surgical procedures
- Inspecting and maintaining a high level of standards in our orthopaedic instruments and implants
- Processing hospital stock orders with several deadlines to be met daily, even hourly
- Working closely with hospital staff including charge nurses and sterile services staff to meet their needs quickly and efficiently
- Ability to multitask in a fast-paced environment
- Constant problem solving and investigating issues, finding resolutions
- Processing invoicing and credit queries, successfully recovering payment for outstanding accounts owing, processing large amount of paperwork and filing, accuracy and efficiency essential daily
- Achieved all KPI's and bonuses offered
- Worked with my team to upgrade policies and procedures within the office to work "smarter not harder"
- Excellent computer and typing skills, navigating through internal database quickly and accurately
- Daily data entry, with strict deadlines
Lending Specialist - Westpac Bank - Auckland NZ
(2009-01 - 2010-12)
- Worked in professional call centre environment
- Assessed customer finances and work with them to find the best
