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I am a detail-oriented professional with over nine years of experience in financial services, client care, and advising. I am now seeking to leverage my communication and writing skills, along with strong client management, in a new environment. I am highly proficient with the Microsoft Office Suite and comfortable collaborating across teams to deliver an exceptional experience. I excel at front-line technical and procedural support, cross-departmental collaboration with underwriters, brokers, and product owners, and I thrive in change-heavy environments. I have led new-hire coaching and training initiatives, supported platform migrations, and enjoy turning complex data into actionable insights while staying adaptable to evolving business needs.…I am a detail-oriented professional with over nine years of experience in financial services, client care, and advising. I am now seeking to leverage my communication and writing skills, along with strong client management, in a new environment. I am highly proficient with the Microsoft Office Suite and comfortable collaborating across teams to deliver an exceptional experience. I excel at front-line technical and procedural support, cross-departmental collaboration with underwriters, brokers, and product owners, and I thrive in change-heavy environments. I have led new-hire coaching and training initiatives, supported platform migrations, and enjoy turning complex data into actionable insights while staying adaptable to evolving business needs.

Brad Mercer

Writer, Content Producer, Executive Producer, +3

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I am a detail-oriented professional with over nine years of experience in financial services, client care, and advising. I am now seeking to leverage my communication and writing skills, along with strong client management, in a new environment. I am highly proficient with the Microsoft Office Suite and comfortable collaborating across teams to deliver an exceptional experience. I excel at front-line technical and procedural support, cross-departmental collaboration with underwriters, brokers, and product owners, and I thrive in change-heavy environments. I have led new-hire coaching and training initiatives, supported platform migrations, and enjoy turning complex data into actionable insights while staying adaptable to evolving business needs.…I am a detail-oriented professional with over nine years of experience in financial services, client care, and advising. I am now seeking to leverage my communication and writing skills, along with strong client management, in a new environment. I am highly proficient with the Microsoft Office Suite and comfortable collaborating across teams to deliver an exceptional experience. I excel at front-line technical and procedural support, cross-departmental collaboration with underwriters, brokers, and product owners, and I thrive in change-heavy environments. I have led new-hire coaching and training initiatives, supported platform migrations, and enjoy turning complex data into actionable insights while staying adaptable to evolving business needs.

Available to hire

I am a detail-oriented professional with over nine years of experience in financial services, client care, and advising. I am now seeking to leverage my communication and writing skills, along with strong client management, in a new environment. I am highly proficient with the Microsoft Office Suite and comfortable collaborating across teams to deliver an exceptional experience.

I excel at front-line technical and procedural support, cross-departmental collaboration with underwriters, brokers, and product owners, and I thrive in change-heavy environments. I have led new-hire coaching and training initiatives, supported platform migrations, and enjoy turning complex data into actionable insights while staying adaptable to evolving business needs.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Language

English

Fluent

Work Experience

Accounting Services Representative, Customer Accounts at Belair Direct

July 1, 2024 - March 1, 2026

Reconciled direct billing accounts daily and monthly by analyzing broker payments, resolving outstanding transactions, tracking reconciliations, and maintaining electronic records. Partnered with brokers and underwriting teams to resolve discrepancies and escalated issues when required. Completed over 400 monthly trouble tickets and 500+ inbound calls, maintaining 90%+ call/online-work compliance and accuracy. Assisted in coaching new peers through initial weeks, and supported adoption of Belair Direct contact system integration.

Host / Producer / Journalist at CHMR (93.5 FM, St. John's, NL)

September 1, 2017 - Present

Host/producer of the Weekday Prepper Club, adhering to CRTC/CanCon guidelines for FM broadcast, assisting new volunteers with production/editing, and ensuring Newfoundland artists are properly represented with SOCAN earnings and regulated playlist submissions.

Agent / Broker, Sales / Service at Johnson Inc.

January 1, 2016 - July 1, 2024

Advised clients on personal lines insurance, policy renewals, and claims support. Collaborated with process-improvement teams to develop a company Chatbot, providing transformation support/training materials and coordinating communications to brokers.

News Editor at Memorial University Student Union

July 1, 2014 - September 1, 2015

Oversaw a team of twelve freelance writers, coordinating/editing stories and event coverage in alignment with weekly deadlines.