Sharon Martin

20 Ameena Drive

Leduc, AB T9E 0C7

Home: 780-628-4474 Cell: 780-292-5239

PERSONAL SUMMARY

A team player, with a commitment to customer service, who possesses a long track record of working in various administrative roles, coupled with good PC skills and the ability to communicate confidently at all levels. I have a highly organized approach, plenty of initiative and a genuine desire to contribute to the ongoing success of your Company. . I have a reputation for delivering a high quality, personal service to both junior and senior work colleagues.

I also have a strong background in general administration along with experience of working within a customer focused company like yours.

Right now I am looking for a career change , which provides plenty work to keep me busy , and where I will have responsibility .

CAREER HISTORY

Client & Office Manager – Moore Planning & Financial Services Ltd

– Jan 2009 to date

Act as main point of contact and develop, strengthen, and maintain strong working relationships with the all the clients
Answers all telephone calls, emails and mail from clients and correspondence from the relevant Insurance/investment companies
Liaise with President/Owner on cases throughout the cycle of the application process by working closely with the Insurance/Investment Companies New Business Administrators and Underwriters
Completes a variety of word processing tasks including letters, memorandums and reports in an accurate and efficient fashion
Ensure that issues are managed and closed in accordance with deadlines
Conduct all follow-up calls including “not in good order” applications, outstanding pending requirements, declines, closeouts, etc.
Established and maintains a new networked electronic file system for clients
Assist in coordination and administration of Insurance and Investment processes
Day to day running of the office

New Business Administration –Transamerica Life / AEGON – June 2008 – Dec 2008

Act as main point of contact and develop, strengthen, and maintain strong working relationships with the key contacts within the Company Offices, Transamerica Sales and Service Support Team
Handle all phone and e-mail inquiries from the field and accountable to ensure that issues are resolved according to contractual terms and conditions
Conduct all follow-up calls including “not in good order” applications, outstanding pending requirements, declines, closeouts, etc.
Manage designated cases throughout the cycle of the application process by working closely with the New Business Administrators and Underwriting
Performs an in-depth quality check on the processing of Temporary Insurance decisions, letters, approvals, issues, reissues, and settling of traditional and universal life insurance contracts based on the client’s application and underwriter’s final decision

Dispatcher – Adesa Impact Auctions – Oct 2007 to June 2008

Dispatching Tow Truck Drivers to pick up vehicles from Body Shops and Residences
Liaising with Insurance companies with regards to car insurance policy
Ensuring prompt payment by cheques to Tow Truck Drivers and Body Shops

Part Time Sales Associate – Ben Moss Jewelers – Jan 2006 to Sept 2006

Member of customer service team
Took delivery of stock from Head Office
Completed sales with customers purchasing jewelry
Strong customer service skills

Policy Taxation Administrator – Transamerica Life / AEGON – Oct 01 – Nov 05

Calculated and validated a policy’s adjusted cost base (life & investment)
Responsible for reconciliation of withholding tax accounts
Various levels of decision making were required
Responsible for updating system records with correct and accurate tax information
Ensured tax receipts are prepared and filed as required
Assist with government filings while adhering to deadlines
Received tax related inquiries from various client channels and was responsible for coordinating delivery of service until completed
Ensured turnaround standards were maintained in terms of quality and standards
Analyzed the register and determined the accuracy of tax information
Assisted team with day-to-day workflow

Sharon Martin Office Manager