Amber Paige Bird

Administrative & Client Services Coordinator

• Deliver high-level administrative and client support in financial services, working closely with attorneys, legal firms, and walk-in clients to facilitate bridging finance processes.
• Act as the first point of contact for clients—both in person and remotely—providing accurate information, resolving queries, and ensuring a professional and welcoming experience.
• Maintain smooth day-to-day office operations, including procurement, payment processing, and oversight of office cleanliness and functionality.
• Manage internal and external communication with a focus on clarity, professionalism, and efficiency across staff, clients, and legal partners.
• Serve as IT Project Administrator, successfully coordinating the launch of a key internal system, scheduling meetings, monitoring deliverables, tracking progress, facilitating testing, coordinating cross-functional collaboration to keep the project aligned and progressing smoothly.
• Compile detailed financial reports, cancellation summaries, and custom spreadsheets to support management decision-making.
• Support marketing and business development efforts by assisting with outreach strategies, creative ideas, and identifying areas for growth.
• Demonstrates strong multitasking skills, a proactive approach to problem-solving, and consistently maintains organization and composure in a fast-paced, high-responsibility environment.

• Selling insurance.
• General office administration.
• Matching customer needs to the right products by means of CNA.
• Approaching clients and closing sales, working as part of a sales team, and having excellent product knowledge.
• Dealing with and resolving client complaints.
• Relationship building with clients and colleagues.
• Adhering to all company policies and procedures, analyzing sales statistics, and determining improvement areas.

Call Centre Support & Sales Administrator

• Brought in to assist with the development and running of a small, short-term insurance call center.
• I wrote sales scripts, set up administrative systems to track sales, client interactions, KPIs, and commission targets.
• Took on day-to-day operational responsibilities, including sales support, all administration and performance monitoring.
• Provided one-on-one training to a team member on product knowledge and sales strategy.
• Worked hands-on to establish foundational processes and support business growth, despite limited resources and operational challenges.
• Gained valuable experience in multitasking under pressure, adapting to shifting priorities, and supporting a startup-style environment.

• Selling insurance.
• Matching customer needs to the right products by means of CNA.
• Working as part of a sales team, closing sales, having excellent product knowledge, and building relationships with clients and colleagues.
• Adhering to all company policies and procedures.
• Achieved Class of Business for Short-Term Insurance, and achieved RE5 qualification.