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Jolanta Robertson

Jolanta Robertson

Policy Operations and Administrative Professional

Vancouver, Metro Vancouver Regional DistrictMember since January 14, 2026
Policy Workflow ManagementCase Assignment & PrioritizationRegulatory Compliance SupportInsurance Documentation ProcessingPackaging & Labelling ComplianceCustomer Service OperationsRecords & Data AccuracySalesforce-Based Case Routing
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About

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.

Experience

Packaging Technician - BC Green Pharmaceutical Company - Princeton, BC

(2021-07 - 2022-06)

  • 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) - Save-On-Foods - Maple Ridge, BC

(2020-10 - 2021-06)

  • 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 - Canadian Northern Shield (CNS Insurance) - Vancouver, BC

(2010-04 - 2019-05)

  • 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.

Part-Time Cashier (Evenings/Weekends) - Save-On-Foods - Various Locations

(2000-01 - 2020-12)

  • 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.

Dictation Typist / Administrative Support - Chevron Canada and Jardine Lloyd

  • 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.

Education

Grade 12 Diploma - North Vancouver High School

Skills

Policy Operations and Administrative Professional

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