Taylor Lee Email & Phone Number

Toronto, Ontario, Canada

- Led the complete design process of our consumer platform - creating responsive designs, catering to diverse users, and incorporating user feedback, resulting in a rapid user base growth to 500 active users within just 10 months of launch.- Collaborated with cross-functional partners in agile sprints to produce design solutions through rapid prototyping.

- Ideated and designed progress tracking features.- Led the app’s redesign by conducting a UX audit and implementing new branding and navigation to deliver high-fidelity prototypes.- Worked autonomously, meeting periodically with the Product Owner to refine solutions, address constraints, and ensure alignment with the company's vision.

Oakville, Ontario, Canada

Identified, gathered, and managed relevant account information to quote policies within a high-volume environment. Demonstrated a solid understanding of Commercial Property, Casualty, Small Business and Professional Lines insurance products. By working in both a team environment and individually, I achieved defined service level agreements, sales targets.

Oakville

Partnered with Account Executives/Underwriters to establish support needs for in force policies (i.e., identify/gather relevant account information). High attention to detail was required as I was responsible for screening each policy for various information and requesting anything that was missing from the brokers. Managed account documentation.

Oakville

Provided administrative support to the Wealth Advisor and team, along with supporting and managing the front desk reception on a daily basis. Lead in the coordination of all office administration including email, phone calls, and client meetings. Maintained and updated Wealth Advisor's schedule on Maximizer & Outlook.

Hamilton, ON

Performed one-on-one consultations with interested students to help them find volunteer opportunities abroad. I listened to their interests and skills they wanted to develop to help find the exchange that best aligned. Tracked the progress of leads by using Salesforce. Also participated in raising awareness and marketing of the organization through class.

Mississauga, ON

I Processed, recorded, and audited over 50 transactions and maintained bookkeeping files for future use, as well as communicated with a number of clients and vendors on behalf of the lead accountant. Also performed accounts payable and accounts receivable for over $5000, prepared bank reconciliation and assisted in preparation of financial reports and.

Hamilton, ON

Efficiently handle a variety of tasks in a fast-paced environment with high attention to detail and integrity, alongside team members to fulfill customers needs in a friendly and safe work environment

Design 101/Ux Academy

Completed 480+ hours of coursework while working through the design thinking process. Worked on responsive web design as well as.

Honours Bachelor Of Science (B.Sc.), Actuarial & Financial Mathematics

Minor in Economics

Education record