Education
FLMI (Fellow, Life Management Institute)
Insurance operations certification focused on structured financial services systems, policy administration, and risk-related operational processes Read more
AIRC (Associate, Insurance Regulatory compliance)
Certification focused on regulatory compliance within life and health insurance operations. It covers insurance laws, regulatory frameworks, and Read more
Certified Asana Workflow Specialist
Certification in workflow design and task management systems using Asana. Focused on building structured workflows, improving task visibility, and Read more
Certified ClickUp
Certification in ClickUp for project and workflow management. Covered system setup, task structuring, workflow organization, and operational Read more
Experience
Administrative & Corporate Support (IT/Procurement/Facilities)
Provided administrative and operational support across corporate departments including IT, procurement, facilities, and mortgage operations. Assisted Read more
Insurance Operations, Underwriting & Executive Support
Provided customer service and contact centre support across policy administration and health claims operations. Managed inbound and outbound client Read more
Financial Advisor
Provided financial advisory services to clients, including needs analysis, product recommendations, and structured consultations. Managed client Read more
Business Owner | Online Business Manager
Provide executive virtual assistance and online business management services for service-based entrepreneurs and small businesses. Manage inbox and Read more
Tasks
