Adam Sandberg Email & Phone Number

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Acquired by insightsoftware in November 2021.• Write traditional types of user documentation, including end-user guides, installation guides, how-to documentation, and release notes.• Grow and sustain a technical online knowledge base involving contributions from subject matter experts and other content contributors.• Support multiple product lines concurrently.• Adhere to processes, standards, and schedules for documentation.• Develop mastery over supplied tools for documentation.

Vancouver, British Columbia, Canada

• Created new internal documentation in Confluence: primarily proprietary software user guides and new hire training processes for the visual effects industry.• Was responsible for the editing, revising, and reorganization of extensive amounts of existing documentation in Confluence and other systems.• Met and followed up regularly with various in-house and out-of-office subject matter experts in order to gain a strong understanding of software tools and processes.• Trained and oriented new hires (face-to-face or via conference call) on a weekly basis.

Vancouver, British Columbia, Canada

• Assisted in writing internal and external administration manuals: outlined both employee and client how-to processes.• Administered employee benefits and provided client service for a large business block of clients.• Processed enrolments, terminations, and changes to employee records.• Reviewed employee applications for accurate and complete information and initiated appropriate follow-up procedures.• Produced and released accurate monthly billing statements in a timely manner.• Reconciled and validated billing statements and employee data records with insurance carrier records.

Vancouver, British Columbia, Canada

• Reviewed and triaged requests to quote and review new sales.• Gathered data critical to quoting and installation of new business and amendments.• Serviced clients after installation of new and amended accounts.• Provided training and ongoing support to plan administrators.• Maintained open communications with other sales offices, client services, and underwriting to share service delivery improvement ideas.• Actively sought to find solutions to client and broker issues.

Vancouver, British Columbia, Canada

• Received and responded to complex and/or escalated client inquiries and used sound business judgment within defined practices and procedures.• Elevated client’s issues, concerns and opinions to the forefront in all interactions with operational areas within Sun Life.• Requested and prepared reports upon request from an advisor or client.• Compiled relevant documents for the renewal package, including financial reports and exhibits and current plan statistics.• Ensured electronic filing of correspondence and data was documented.

Calgary, Alberta, Canada

• Assisted with the opening of a new Calgary office and helped generate an incremental client base.• Liaised between advisors and industry leading insurance carriers such as Manulife, Sun Life and Great-West Life with a primary goal to retain base clients and gain new clients by producing favourable marketing and renewal results.• Managed advisor and carrier relationships by maintaining open lines of communication.• Maintained a proprietary web-based database by recording sales figures and data.

Vancouver, British Columbia, Canada

• Spearheaded creation of marketing proposals including, but not limited to, acquisition and distribution of marketing specifications to preferred insurance carriers and preparing a detailed analysis of results for the advisor.• Completed renewal reports as well as six and nine month pre-renewal reports on behalf of the advisor.• Updated client details and advisor commissions on Salesforce.• Handled claims questions and concerns from plan members.

Certificate In Technical Writing (With Distinction)

• Completed 11 courses and a full-time, six-month internship. • Graduated with Distinction for obtaining a weighted GPA of over 80%.

Bachelor Degree In Tourism Management

• Business-oriented degree with a focus in the tourism industry. • Placed on the Dean's List for obtaining a GPA of 3.67 or higher.

Diploma In Hospitality Management

• Received the Jason Lang Scholarship for outstanding academic achievement.