Kyle Chan Email & Phone Number

Markham, On, Ca

Markham, On, Ca

Canada

- Successfully acquired the Ontario OTL (RIBO equivalent) insurance license with a 94% on the IIC exam- Assisted the Underwriting department by maintaining accurate documentation of client interactions, investigating potential cases of fraud, and identifying red flags for potential misrepresentation for underwriter review- Assisted the Claims department by advising members on coverage obligations and forwarding all potential claims- Strict adherence to compliance measures set by federal and provincial bodies as well as TD AML policies- Provided proactive advice to clients on home and auto insurance policies, assessing their situation and recommending appropriate coverage options best suited to their needs- Managed a wide range of client challenges, ensuring timely renewals, policy updates, billing, and inquiries- Continued growth of OTL license with enrollment in C120, UW essentials, for eventual completion of CIP

150 Toro Rd

• Regularly maintained a forecasting Excel sheet to track customer projected VS. actual purchases and updated the company's ERP system ensuring an ample supply of raw materials for production.• Managed a large backlog of customs & brokerage invoices, achieving a 95% completion rate on a weekly basis.• Assisted the Toronto division logistics teams with quality control procedures and monthly inventory counts.

4 West Dr

- Led a discount identification project in our Brampton plant, for a large customer, by identifying variances in pricing data for 4000 custom items and highlighting possible price cuts.- Assisted sales agents with sales pitches and routine customer checkups to ensure a 90% customer satisfaction rate.

150 Toro Rd

• Led the creation of the 2023 budget, spanning 8 plants and $300 million in revenue, by creating and compiling balance sheets, income statements, and cash flow statements through Excel. • Facilitated collaboration between middle managers and C-suite directors by providing administrative & technical support and orchestrating strategic meetings.• Created presentations and performed financial calculations for month-end reviews under tight deadlines.• Aided the AP team with file organization and the systematic filing of invoices.• Assisted in closing open accrual accounts and debit accounts.

150 Toro Road

• Supported the plant HR representative by actively participating in the candidate screening process.• Creating SOPs, LOTOs, and risk assessments for previously unrecorded tasks and machinery.• Creation of a training and tracking system for record-keeping purposes in compliance with O.Reg 297/13• Tested existing SOPs and LOTOs by operating machinery, reviewing manuals, and interviewing employees to verify accuracy and validity of safe machine operating.• Led projects to ensure compliance with OHSA in the Toronto plant and presented findings to JHSC meetings.

3155 Hwy 7, Markham, On L3R 0J6

• Provide excellent customer service to morning customers by assisting in finding the right items for their needs • Restocking and taking in orders and using heavy equipment and safety ladders to make sure the store was prepared for daily demand.

Toronto, Ontario, Canada

WIS International is a global company specialized in third party inventory services for retail clients to help make informed location and financial decisions. Speed and accuracy were essential parts of the job and could only be completed through teamwork.

Markham, Ontario, Canada

Cadets has always been one of the leading reasons why I am who I am today. The interpersonal skills I learned at cadets has been one of the greatest assets in my life. As a non commissioned officer, I taught cadets in drill and outdoorsman ship while also being in charge of inventory for my local corps.

Bachelor'S Degree, Commerce, Human Resource Managment

A bachelor’s degree in business administration from York University provides a wide range of business knowledge with courses.

High School Diploma, Business/Commerce, General