Lorraine Scharf Email & Phone Number

Newmarket, Ontario, Canada

- Meticulously documenting all transactions, communications, and other files within Brokerlink's Customer Relationship Management system to uphold streamlined workflows.- Managing telephone and email communications with enthusiasm, facilitating seamless interactions between Brokerlink, clients, and insurance companies to complete sales, process policy changes, and swiftly resolve issues without escalation.- Efficiently handling emails within the Brokerlink Service Team inbox, ensuring a quick response time while maintaining consistency in Brokerlink's brand voice across all communications.- Engaging in active listening during client interactions, addressing questions and concerns while providing quotes and selling automobile, property, and boat policies that align with client needs.- Staying abreast of carriers' underwriting rules, monitoring changes in the insurance market, and staying informed about industry news to enhance client awareness, anticipate evolving needs, and offer more informed advice.- Regularly informing clients about engaging marketing campaigns and encouraging their participation in broker feedback surveys to maintain a proactive and client-centric approach.

Newmarket, Ontario, Canada

- Verifying accurate policy information and uploading it into Brokerlink's CRM system, while also sharing pertinent details with relevant insurance vendors to ensure comprehensive data integration- Managing the receipt and deposit of client and broker cheques, guaranteeing secure and efficient financial transactions through proper channels- Organizing and digitizing documentation received via mail, ensuring a systematic approach to the maintenance and accessibility of essential communications- Generating and dispatching invoices to clients for their insurance services, maintaining an optimized and transparent billing process.

Concord, Ontario, Canada

- Overseeing accounts receivable and payable, ensuring accurate and timely financial transactions- Generating and managing a variety of accounting and project tracking reports to support decision-making processes- Coordinating the distribution and tracking of the Fleet Department operations to optimize logistical operations- Preparing detailed and accurate invoices for clients and internal records- Creating and maintaining organized project files for efficient documentation and retrieval, including managing purchase orders to facilitate smooth procurement processes- Obtaining required documentation from diverse sources such as WSIB and Ministry of Labour on behalf of the business- Serving as an active member of the Health and Safety Committee, contributing to a safe working environment- Providing occasional reception relief and handling miscellaneous responsibilities as needed.

Bradford, Ontario, Canada

- Achieving high-level customer satisfaction by promptly responding to client inquiries and addressing concerns- Maintaining accurate and organized customer records through the meticulous updating of the customer database- Managing accounts payable and accounts receivable to ensure efficient financial operations- Preparing detailed monthly and annual reports, contributing to comprehensive business performance tracking and analysis- Optimizing workflows and meeting client needs by skillfully coordinating the scheduling of services- Fostering positive client relationships and resolving issues promptly through effective communication strategies

Toronto, Ontario, Canada

- Preparing various documents, letters, and memos to support daily operational needs- Drafting presentations for meetings, contributing to effective communication strategies- Tracking and balancing the departmental budget to ensure ongoing financial stability- Assisting in the preparation of annual reports for comprehensiveness and accuracy- Managing department personnel time to optimize resource utilization- Scheduling meetings and coordinating travel arrangements to enhance operational efficiency

Toronto, Ontario, Canada

- Scheduling meetings and coordinating travel arrangements- Maintaining the MSA (Master Service Agreement) system to ensure accurate and up-to-date records- Coding and tracking all Industry Canada license fees to support financial management- Implementation of a new tracking procedure to accommodate rapid network expansion, enhancing operational effectiveness- Preparing presentations for meetings, contributing to effective communication- Preparing documentation for departmental budget planning- Facilitating internal and external communications to maintain effective information flow

Toronto, Ontario, Canada

- Coordinating the scheduled maintenance of Fleet vehicles to optimize logistical operations - Scheduling meetings and travel arrangements for Management personnel in the Radio Engineering Department- Generating documents, letters, and memos to support organizational communication- Creating and formatting presentations for meetings to convey information effectively- Managing filing tasks to ensure organized and accessible documentation- Handling photocopying, faxing, and mail responsibilities for efficient office operations