
Felix
Virtual Assistance for Busy Entrepreneurs
Habilidades

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Experiencia laboral
Licensed Insurance Advisor
Cooperators General Insurance Company • Tiempo completo
Feb 2025 - Present • 1 yr 3 mos
• Conduct underwriting assessments and evaluate risk profiles to support accurate policy decisions. • Maintain audit ready documentation and ensure compliance with regulatory and internal standards. • Provide operational support for policy servicing, ensuring accuracy and timely processing.
Customer Support Associate
TD Bank • Tiempo completo
Sep 2023 - Jan 2025 • 1 yr 4 mos
• Investigated and validated banking transactions, ensuring alignment with internal controls and compliance requirements. • Prepared detailed case documentation with high accuracy, supporting audit and quality review processes. • Consistently met SLA and quality benchmarks in a high-volume operational environment.
Technical Support Operations
Nordia Inc • Tiempo completo
Jan 2023 - May 2024 • 1 yr 4 mos
• Analyzed system and workflow issues, identified root causes for clients, and guided internal teams through resolution to improve overall operational efficiency. • Identified root causes and communicated solutions in a clear, customer friendly way. • Created documentation to support smoother onboarding and internal knowledge transfer.