Amanda Chin
@amandachin2
Customer Success leader with 15+ years driving client satisfaction, revenue growth, and operational efficiency.
What I'm looking for
I am a multilingual Customer Success professional with 15+ years of cross-industry experience in client relationship management, financial services, tax compliance, insurance, and private healthcare. I have a proven track record of driving customer satisfaction, revenue growth, and operational efficiency through strategic communication, risk assessment, and process optimization.
My achievements include improving policy retention by 25% as a licensed life insurance agent, processing 100+ annual tax returns with full regulatory compliance, raising $500K+ annually through community engagement, and mentoring teams to lift performance. I bring strong CRM and tax software expertise, a focus on compliance, and a collaborative leadership style that improves outcomes and scales operations.
Experience
Work history, roles, and key accomplishments
Licensed Life Insurance Agent
AOGlobe Life
Dec 2024 - Present (1 year 3 months)
Developed customized insurance solutions that improved policy retention by 25% through needs-based consultations and streamlined onboarding using digital platforms; mentored 5+ junior agents and boosted team performance by 15%.
Represented the Jays Care Foundation at 50+ home games, helping raise $500K+ annually for youth programs and engaging 5,000+ fans per game to improve on-site experiences while leading volunteer teams to exceed ticket targets by 15%.
Processed 100+ annual tax returns for SMEs and private entities ensuring full CRA/IRS compliance and advised 50+ international clients on cross-border tax, reducing liabilities through strategic filings; conducted independence audits identifying and resolving 10+ conflicts annually.
Customer Service Representative
Arise Virtual Solutions
Nov 2019 - Feb 2021 (1 year 3 months)
Provided multichannel support for TurboTax, Xfinity, and QuickBooks, resolving 50+ daily inquiries and reducing escalations by 40% through effective use of CRA/IRS resources and troubleshooting accounting issues to improve resolution time by 25%.
Prepared 100+ tax returns ensuring accuracy and compliance with evolving regulations and assisted in tax audits by organizing financial documentation and liaising with auditors.
Private Client Portfolio Officer
CI Investment
Oct 2014 - Jul 2016 (1 year 9 months)
Verified client data for AML/KYC compliance reducing discrepancies by 20% and compiled year-end tax packages for high-net-worth individuals to support accurate reporting.
Generated $1M+ in annual revenue through tailored investment and credit solutions and onboarded 150+ clients to digital banking tools, increasing adoption by 40%.
Ranked in the top 15% in sales for mobile plans and devices at a high-traffic Yorkville location through consultative selling and customer-focused service.
Education
Degrees, certifications, and relevant coursework
CPI (Crisis Prevention Institute)
Certificate Program, Crisis Prevention / Mental Health
2025 - 2027
Enrolled in the Crisis Prevention Training Program to develop skills in de-escalation and safe intervention techniques.
CSI (Life License Qualification Program)
Certificate, Insurance
2024 - 2024
Completed the Life License Qualification Program (LLQP) to obtain licensing qualifications for selling life insurance products in Canada.
Animated Inc.
Certificate, Animation
2024 - 2024
Completed an animation certificate program focused on animation techniques and production workflows.
Canadian Securities Institute
Certificate, Securities / Investments
2013 - 2013
Completed the Canadian Securities Course (CSC®) to gain foundational knowledge in Canadian securities and investment principles.
McMaster University
Bachelor of Arts, Economics
1999 - 2002
Completed a Bachelor of Arts in Economics with coursework covering microeconomics, macroeconomics, and quantitative analysis.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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