Kimberly Snyder Email and Phone Number

-Provide assistance to the District Sales Manager, Commercial Insurance Specialists, Underwriters and Customer Service Representatives-Maintain training/system knowledge in Live, Wave, Sales Desk, Account Query, Doc Hub and Encircle-Produce and complete accurate documents/reports/tasks in a timely manner-Manage and complete incoming tasks/requests in a timely manner-Identify processes and procedures improvements-Create files and provide maintenance in timely and orderly manner-Maintain personal and shared workspaces, electronic workspaces and client databases in an orderly and organized manner-Assist in training and development of other Sales Service Representative-Cover reception duties as required

• First point of contact for clients coming into the office and notified other workers of visitor arrival• Answered the telephone, taking and relaying messages and providing information to callers• Prepared packages to be sent to various people across Canada through courier and regular mail, as well as received and distributed mail to the correct person or department• Contributed to the sales and finance team by accomplishing tasks as needed or when requested such as contacting people throughout the company to collect signatures on confidential documents• Organized interoffice fundraisers for local charities year and coordinated catering for monthly lunches and birthday celebrations• Recorded items that needed replenishing and tracked what was getting low then ordered supplies from numerous vendors

• First point of contact for walk in clients to speak with a representative and over the phone to take leads on new businesses looking for quotes for insurance• Assessed members inquires and assisted them with getting the most accurate answers for individual and group benefit plans, mostly in person and over the phone• Educated customers on various aspects of Blue Cross plans, programs and claiming procedures• Conducted research and analysis to determine the root of problems, and independently makes decisions on how to handle problems or unusual situations• Collaborated with the office manager to implement ways of improving workflows and processes by updating the daily tasks for the workload to be distributed evenly and done efficiently • Represented the Calgary Branch for the Hearts of Blue Charity Foundation within Blue Cross, working with a variety of charities to make donations or volunteer hours on behalf of the company

• Completed file preparation for advisors to meet with clients to have a successful meeting and have all the information readily available for them• Update client databases, to ensure maintenance of accurate client information • Managed sensitive documents and maintained confidentiality, as we are dealing with client’s personal finances and information • Prepared business correspondence to clients and third parties for them to come to their appointments prepared with all the documentation required to ensure the meeting runs • Performed regular relief duties as needed – reception coverage, greeting clients, booking appointments

• Greeted, assisted, and directed patients and checked them in for their appointment using a dental software• Submitted claims and spoke to insurances on client’s behalf, collected payments and issued statements and receipts• Booked hygiene and dental appointments through email, telephone and in person and confirmed appointments for patients through telephone, email and text messaging• Answered the telephone and administered calls to correct person and answered any dental or administrative inquires • Date Entry – Entered and edited patient’s personal information, logged how many calls made in a day, and scanned documents into patient’s files• Wrote professional emails to other doctors and patients regarding confidential information such as their appointments, referrals and personal file

• Trained in various departments within administration to provide coverage for sick days or holidays• In the Personnel department, used my high level of attention to detail, recognising sensitive and confidential information and met strict deadlines• Worked with a variety of government software programs to track and input confidential information regarding the clientele and employees• Assisted co-workers with data entry on the computer, finishing reports, filing, and answering any questions anyone might have• Prioritized workload, building a routine of organizing when to do paperwork and data entry to reach the correct department before the scheduled deadline to reduce the risk of errors arising

• Plan and organize multiple weekly events for large groups, such as Citizenship Testing for large groups. For testing I would check clients in, administer tests, observe as they write tests, collect tests, grade tests afterwards then process their file to the passed section where they will be notified of their citizenship ceremony. For the ceremony collect id’s, check clients in, set up the room and that the certificates were ready for the judge, oversee that the ceremony runs smoothly and take down the room to return to the office • Data entry – On government software, GCMS, enter clients personal and confidential information, write reports and other official documents such as invitations to clients and letters pertaining to results of their tests• Manage sensitive documents related to security clearances and identification numbers and maintain confidentiality• Receive the mail for the citizenship department, sort and administer to the correct person and read, reply and forward any e-mails that need attention• Assist clients in person, over the phone and through mail correspondences with any question they have about the processes, their files, statuses and documents required from the government