Samaneh Yousefi Email & Phone Number

Burnaby, British Columbia, Canada

. Utilized MS Excel, IBM Cognos and Infor Birst to build reports and analysis.. Heavy usage of MS Excel spreadsheet . Managed social media accounts using Hootsuite

British Columbia, Canada

• Operated standard Salesforce objects like accounts, contacts, leads, opportunity, etc.• Created templates for different insurance and investment applications in order to improve the process for sales team• Attended advanced trainings to learn about new products and services to be more efficient• Reorganized and maintained clients database and office files

Port Coquitlam, Bc

• Reorganized the monthly spreadsheet report which led to a great view of sales, profits and comparisons• Verified and maintained files in an organized manner• Contacted current customers to remind them the items that they might need which resulted in sales improvement • Provided various data for management to make best decisions • Coordinated orders, shipments and payments

Port Coquitlam, Bc

• Designed various gift packages of products in order to increase the sales amount• Managed day to day office operations • Received deliveries, managed inventory, products and equipments• Preformed accounts payable and receivable using QuickBooks

Tehran Province, Iran

• Used an enthusiastic and knowledgeable approach to provide a great first impression• Created a database of policies with helpful details to facilitate the renewal process for sales team• Used customized illustration to compare and submit different insurance policies• Provided clients with an excellent experience to retain business• Organized a well detailed report in order to track sales line and compare with previous years and assisted with improvement recommendations• Collected the documents to make a claim (Group benefit plans, Life insurance ,etc), tracked the process status and delivered the payment