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Karl Lean Alvero

Open to opportunities

CLIENT SERVICE | ADMINISTRATIVE SUPPORT | OPERATIONS

Kanata, ON

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Greatway Financial Inc.
Ajax High School

About

Client service and administrative professional with 10+ years of experience supporting clients, teams, and day-to-day operations. Skilled in client communication, scheduling, documentation, record keeping, follow-up, and problem resolution. Dependable and organized, with experience handling confidential information and working in fast-paced, customer-focused environments.

Skills

  • Ability to adapt
  • Ability to stay calm in difficult situations
  • Action Planning
  • Activity coordination
  • adaptability
  • Administrative Support
  • Appointment Scheduling
  • Attention to detail
  • Communication
  • Conflict Resolution
  • CRM Systems
  • Customer service
  • Customer support
  • Data entry
  • Decision Making
  • Documentation
  • English
  • Leadership
  • Microsoft Office
  • Office Administration
  • Problem solving
  • Relationship Building
  • Reliability
  • Team Collaboration
  • Teamwork
  • telephone communication
  • written communication
  • Zoom

Experience

  1. Independent Insurance Broker

    Greatway Financial Inc.

    Jan 2019 to Present

    • Provide ongoing client service by responding to inquiries, coordinating follow-ups, and assisting with applications and policy requests. • Maintain accurate client records and confidential documentation while coordinating appointments and communicating with clients, colleagues, and external partners.

  2. Server

    Marriott Hotels

    Jan 2019 to Jan 2020

    • Provided professional guest service in a high-volume environment, responding to requests and resolving concerns while maintaining service standards. • Processed food, beverage, and payment transactions accurately using the MICROS system.

  3. Sales Representative

    Combined Insurance

    Jan 2017 to Jan 2019

    • Built and maintained client relationships through needs-based conversations, regular communication, and follow-up. • Maintained client information and documentation while delivering personalized solutions and participating in professional development.

  4. Organization President

    Church of Christ (Iglesia Ni Cristo)

    Jan 2016 to Jan 2024

    • Led a young adult organization, coordinating committees, volunteers, timelines, communications, and community initiatives. • Organized blood donation, food and clothing drives, and community clean-up activities while ensuring responsibilities and deadlines were met.

  5. Administrative Assistant

    NESB Financial

    Jan 2016 to Present

    • Provide administrative support including scheduling, meeting coordination, filing, reports, presentations, and maintaining office records. • Coordinate information and follow-up between clients and team members to support efficient day-to-day operations.

  6. Front Desk Receptionist

    Royal LePage Connect Realty Inc.

    Jan 2015 to Jan 2015

    • Managed reception, appointment scheduling, calendars, task lists, documentation, and administrative support for Realtors.

Education

  1. Ajax High School

    Ontario Secondary School Diploma

    2015