Lihi Edelman

Retention and Premium Finance Supervisor at Optiom Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English Native or bilingual proficiency
  • Hebrew Native or bilingual proficiency

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Bio

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Credentials

  • General Level 1 Insurance License
    Alberta Insurance Council
    Feb, 2022
    - Nov, 2024
  • Bachelor's degree (Economics and Political Sciences)
    Bar-Ilan University

Experience

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Retention and Premium Finance Supervisor
      • Dec 2022 - Present

    • Retention and Premium Finance Specialist
      • Feb 2022 - Dec 2022

      - Completing daily/ weekly personal tasks assigned- Assisting policyholders/ brokers with inquiries via inbound calls and emails and handling escalated situations- Working closely with internal and external parties to ensure smooth and high level of service to the policyholders- Assisting in training/ shadowing of new staff members as well as provide ongoing training and support for existing staff- Provide feedback and contact client care staff as required when spotting errors/ minor mistakes to allow individual personal growth and improve the knowledge of the team members- Provide answers/ guidance/ assistance to staff members both through the client care chat and through private calls/ inquiries as needed

  • Your Way Real Estate
    • Calgary, Alberta, Canada
    • Office Manager
      • Jun 2021 - Feb 2022

      -Communication with realtors, clients, property managers & lawyers as needed -Entering listing into MLS & assisting realtors with all listing tasks - CRM data entry - Assist property managers with daily tasks/ arranging repairs as needed & screening potential tenants - Document collection & control -Communication with realtors, clients, property managers & lawyers as needed -Entering listing into MLS & assisting realtors with all listing tasks - CRM data entry - Assist property managers with daily tasks/ arranging repairs as needed & screening potential tenants - Document collection & control

    • Canada
    • Retail
    • 1 - 100 Employee
    • Associate Manager
      • Mar 2017 - Jun 2020

    • Personal Assistant and Translator
      • Sep 2014 - Sep 2016

      Personal Assistant for Dr. Wolf a lecturer and Researcher at The University of Bar Ilan. My job includes: Assisting with writing articles & books dealing with Business Ethics, Preparing presentations and speeches for Conferences and lectures. Personal Assistant for Dr. Wolf a lecturer and Researcher at The University of Bar Ilan. My job includes: Assisting with writing articles & books dealing with Business Ethics, Preparing presentations and speeches for Conferences and lectures.

    • Romania
    • Financial Services
    • 1 - 100 Employee
    • Support Specialist& Risk Managment
      • Sep 2014 - Jul 2015

      Managing clients profiles& managing risk reports, online and phone support for clients (including support through online chat and emails), in charge of collecting risk management documents and securing payments for the company. In charge of training and coaching new team members. Managing clients profiles& managing risk reports, online and phone support for clients (including support through online chat and emails), in charge of collecting risk management documents and securing payments for the company. In charge of training and coaching new team members.

    • Sales and marketing
      • Dec 2013 - Oct 2014

      In charge of sales and costumer service& Front desk shift manager. In charge of sales and costumer service& Front desk shift manager.

    • Sales and Marketing Manager
      • Mar 2013 - Dec 2013

      In charge of sales & costumer relations of the spa. Responsible for setting and meeting sales goals.Managing the website and facebook page of the spa & managing the front desk of the spa including interviewing and training of staff members. In charge of sales & costumer relations of the spa. Responsible for setting and meeting sales goals.Managing the website and facebook page of the spa & managing the front desk of the spa including interviewing and training of staff members.

Education

  • Bar-Ilan University
    Bachelor's degree in economics and political sciences, Social Sciences
    2013 - 2016

Community

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