Education
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FLMI (Fellow, Life Management Institute)
Insurance operations certification focused on structured financial services systems, policy administration, and risk-related operational processes Read more
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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
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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
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Certified ClickUp
Certification in ClickUp for project and workflow management. Covered system setup, task structuring, workflow organization, and operational Read more
Experience
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Administrative & Corporate Support (IT/Procurement/Facilities)
Provided administrative and operational support across corporate departments including IT, procurement, facilities, and mortgage operations. Assisted Read more
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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
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Financial Advisor
Provided financial advisory services to clients, including needs analysis, product recommendations, and structured consultations. Managed client Read more
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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