• process orders from customers; Coordinate pick up and shipment of orders• Prepare customers account statements and invoices• Update product and pricing information and mail them regularly• bank deposits, cash posting and credit card processing • Responsible for creating, maintaining credit files and managing the collection calls for assigned account• Responsible for maintaining records of Credit and Collections,• Collection of any outstanding amounts as well as the preparation of reports as required by management.• Reconcile accounts working collaboratively with various departments and liaison between all concerned parties to discuss and solve any problems. • Evaluate Credit and Financial data to determine degree of risk involved in extending credit and submit for approval.• Call overdue accounts. • Identify and resolve discrepancies. • Provide timely updates on collection activity via departmental AR reports. • Assist management team with all matters relating to delinquent accounts.

Manulife Financial, Toronto (Ontario) Retention and customer service representative November 2011-April 2012 (contract)• Interact with customers to provide information in response to inquiries about products and services• Educate customers on the type of insurances they have and explain the benefits in case of job loss, accident, sickness and death in order to retain their insurance plans then mail insurance certificate and confirmation letters.• Handle and resolve complaints from customer when they are not satisfied with the services• Assist customers in initiate claims , demonstrate sensitivity, empathy and creativity to ensure customer satisfaction• Escalate issues to management to ensure customer expectations are met when standard procedures are inadequate in meeting specific needs

Manulife Financial, Toronto (Ontario) Retention and customer service representative November 2011-April 2012 (contract)• Interact with customers to provide information in response to inquiries about products and services• Educate customers on the type of insurances they have and explain the benefits in case of job loss, accident, sickness and death in order to retain their insurance plans then mail insurance certificate and confirmation letters.• Handle and resolve complaints from customer when they are not satisfied with the services• Assist customers in initiate claims , demonstrate sensitivity, empathy and creativity to ensure customer satisfaction• Escalate issues to management to ensure customer expectations are met when standard procedures are inadequate in meeting specific needs

BMO Financial group, Toronto (Ontario) Administration, accounting/Brokerage distribution support; April 2011-November 2011 (contract)• Provide Bilingual Reception Relief as required • Translates different brokerage distribution documents from English to French as required (including all the incoming mails from new business and accounting department• Manage incoming phone calls and emails from head office and regional staff, MGAs and brokers, and work to resolve any identified issue or concern as required in accordance with acceptable standards. • • Set up Broker/AGA/MGA contracts on FASAT• • Process producer transfers between MGAs and/or National Accounts, using applicable rules for each situation•• Verify and process agent of record changes, including block transfers of business• • Process requests and respond to inquiries for field security access to Web applications (e.g., policy inquiry, sales tracking, FasatWeb) • • Scan required MGA/broker documentation to ensure accurate documentation• Maintain MGA/broker records on all systems as applicable to ensure timely and accurate payment of compensation (e.g. hierarchy changes; license, address and personal information updates; override changes) • • Assist with weekly commission statement distribution and other department projects as required