Nancy Borges Email & Phone Number

Mississauga, Ontario

• Handling and placing small and large orders via telephone, email, EDI as well as rush orders that require schedule changing and load matching to meet weight and load restrictions in a timely matter.
• Key account specialist for large Quebec distributors such as Rona, Home Hardware, Canac.
• Responsible for dealing with dispatchers, sales reps, transportation companies, customers and warehouse staff to book dock times, match loads for shipping, coordinate ETA’s, handle scheduling conflicts, product.
• Daily proof reporting on all orders from the previous day which requires manual billing changes which the computer system does not automatically calculate.Coordinating with item master and customer master on setting up.

Oakville, Ontario

• Strong knowledge of the Oracle Financial System.
• Process and manage large volumes of incoming orders by fax, e-mail and phone
• Prepare and submit quotations to sales representatives and customers
• Register customers for our on line ordering system, maintain and train customers on the website in order to efficiently reduce delivery time.
• Responsible for the set up of new accounts demonstrating accuracy and attention to detail.
• Create and maintain all preventative maintenance and consumables contracts to several customer accounts.

Burlington, Ontario

• Movement of investment funds for the Universal Life Policies
• Changes to existing Life Insurance policies from Smoker to Non/Smoker, change of ownership and beneficiaries, cancellation of policies and refund of payments
• Preparation of amendments and Policy Terminology changes.

Oakville, Ontario

• Marketing Analyst-MGA Operations
• Department representative on product and project teams. Resolving Broker conflicts, compensation, and administration of new business issues for brokers and sales offices.
• Managed and maintained secure website for sales force along with conducting and training of the website to the field. Customer Service Representative and Policy Changes
• Responsible for the administration of life insurance policies.
• Processing of replacements, conversions, smoking status changes, face amount reductions and addition of riders.
• Cancellations, loan inquiries and calculation of renewal rates.Underwriting Assistant