Kelly BoucaudKB
Open to opportunities

Kelly Boucaud

@kellyboucaud

Proactive administrative and customer service professional with 8 years experience.

Trinidad and Tobago
Message

What I'm looking for

I am looking for a role that values remote collaboration and offers opportunities for growth in customer service and administrative support.

I am a proactive and detail-driven Administrative & Customer Service Professional with over 8 years of experience in diverse sectors including insurance, healthcare, telecom, and wellness. My expertise lies in managing complex tasks in fast-paced environments, improving operational accuracy, and providing empathetic, solutions-focused client support. I am skilled in policy review, CRM systems, digital documentation, and Microsoft Office, and I am eager to contribute to remote teams in need of a reliable, tech-savvy, and people-oriented professional.

In my current role as a Renewal Review Clerk at Sagicor, I process and verify over 40 insurance policy renewals daily, ensuring 100% accuracy in policy data entry. My previous experience as a Customer Care Specialist at Beacon Insurance allowed me to deliver motor insurance quotes and meet monthly sales targets through expert policy guidance. I have also worked as a Freelance Wellness Support Specialist, facilitating personalized coaching sessions that drive personal transformation and resilience.

Experience

Work history, roles, and key accomplishments

SJ
Current

Freelance Wellness Support Specialist

San Juan

Dec 2023 - Present (1 year 7 months)

Facilitated personalized wellness coaching sessions for individuals seeking support with stress management, self-care, and emotional balance. Utilized trauma-informed listening, mindset coaching, and education techniques to drive personal transformation and resilience.

SA
Current

Renewal Review Clerk

Sagicor

Oct 2024 - Present (9 months)

Processed and verified 40+ insurance policy renewals daily across property, auto, liability, and worker’s compensation categories. Liaised with underwriters via Microsoft Teams and email to finalize premium updates and renewal terms ahead of deadlines.

TC

Orthodontic Assistant

Trinidad Orthodontic Centre

Jan 2022 - Feb 2024 (2 years 1 month)

Supported 15+ patients per day in a fast-paced orthodontic clinic by managing chairside procedures and post-treatment education. Digitized records using OrthoTrac and iTero, ensuring all patient data and scan uploads were complete and accurate.

DT

Billing Agent

Digicel Trinidad & Tobago

Dec 2016 - Apr 2018 (1 year 4 months)

Resolved 50+ daily billing inquiries via inbound channels, maintaining high first-contact resolution rates. Coordinated with internal teams to ensure data integrity and timely adjustments in CRM records.

BI

Customer Care Specialist – Underwriting

Beacon Insurance

May 2018 - Dec 2021 (3 years 7 months)

Delivered motor insurance quotes and met monthly sales targets of $60,000+ through expert policy guidance and client rapport. Conducted due diligence including KYC checks and claims history validation to reduce fraud exposure.

Education

Degrees, certifications, and relevant coursework

C(

College of Science, Technology and Applied Arts of Trinidad and Tobago (COSTAATT)

Associate Degree, Biology

Completed an Associate Degree in Biology, focusing on scientific principles and applications. Currently awaiting the official certificate for this program.

IN

INTAD

Certification, Administrative Assistant

Obtained certification as an Administrative Assistant from INTAD. This program provided foundational skills in administrative support.

Tech stack

Software and tools used professionally

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Kelly Boucaud - Freelance Wellness Support Specialist - San Juan | Himalayas