
Tara Messmer
Former Personal Lines Insurance Advisor wishing to step foot into the Admin world.
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About
To Expand my skills and opportunities within the business world. Open and willing to learn new fields and skill sets. Highly interested in administrative and receptionist positions.
Experience
Personal Lines Insurance Advisor at Okotoks Insurance and Financial Services inc (Cooperators) (2023-02 – 2026-06)
Licensed Home and Auto Insurance agent. This Job has taught me the importance of Insurance and I am able to discuss coverage options based on the clients needs and explain in detail what each policy covers. Due to the nature of insurance, I have also learned how to better communicate as a first point of contact with clients in a higher stakes environment.
I have learned how to use our salesforce program, genysys phone, and our policy and billing systems. This role has increased my confidence with various types of client contact and situations. Due to this role I have been able to learn how to better multi-task and learned better time-management skills.
- Handing phone, email, and in person requests for insurance quotes
- Management of active policies including any updates needed.
- Billing account management (reaching out to clients for payments and receipting received payments)
- Payment handling (including taking deposits to the bank)
- Renewal review
- Submitting First notice of Loss cases to claims department
- communicating with underwriting
- Reaching out for client reviews and reviewing client policies
- Scheduling Appointments
- Use of Salesforce System
Manager at Bone and Biscuit Okotoks (2019-04 – 2022-12)
I have learned how to use the "back door" of our POS system (Global Till) to input invoices and to order product for the store, I have developed higher customer relationships and communications within this environment, I am trusted to run the store for the owner and to report and record what products we need to bring in and what items sell best. I Ran the store for the owners and made all purchasing and inventory decisions.
- Customer service and relations in person and over the phone
- POS training
- Supervision and training of up to 2 Staff members
- Back computer training (receiving, ordering, invoices)
- key holder
- Banking and cash handling
- Inventory counts and adjustment
- Dog food and supplement nutrition specialist
Assistant Manager at Payless Shoes Okotoks (2016-06 – 2019-04)
Management training, gained skills training and managing a team as well as in dealing with customers. I had been entrusted with the position of assistant manager where I was to run this location while the manager was away.
- Hands on training in customer service, Cash Handling, POS and Key holder
- Monthly Paper work and banking
- Supervision/ training of up to 5 staff members
Student - Hospitality Management at SAIT Polytechnic (2014-01 – 2016-06)
Use of OPERA and hands on training in special event floor plans and set-up. I have been trained in 5 course fine dining service and bartending and with my involvement in the Gala my team working skills, time management, and attention to detail have been greatly improved.
- Hospitality Management training
- Serving/ Bartending experience
- SAIT recreations office- Party attendant
- Active part of the Program Team for 2016 100 Club Gala-Planning of theme and décor, actively helping in set up and tear down, program creation, gift creation, floor plan, serving and seating guests.
Room Attendant / Breakfast Attendant at Best Western Inn and Suits (2015-04 – 2015-08)
time management, organization skills, communication with guests and management improved. Received bed bug training and WHIMIS training.
- Room attendant- cleaning vacant and occupied guest rooms and suites, other custodial duties in public areas of the hotel, Training new staff members.
- Breakfast attendant- Cooking breakfast for hotel guests, clearing plates and replenishing buffet
Education
Diploma in Hospitality and Tourism – SAIT Polytechnic (2014-01 – 2016-06)
Diploma – Holy Trinity Academy (2010-01 – 2013-06)