Aashneet Kaur
Edmonton,AB
Summary
As a professional advisor bringing 6+ years of diverse experience in roles ranging from accounting to technical support, demonstrating a robust skill set in accounts administration, customer relations, and problem-solving. Known for efficiently resolving incidents and maintaining strong customer relationships, these skills have been honed across various industries. With a keen eye for detail and a commitment to continuous learning, ready to leverage my skills to contribute to a dynamic team.
Overview
6
6
years of professional experience
1
1
Certification
Work History
INSURANCE ADVISOR, GIAC
TD BANK- Insurance
11.2022 - Current
- Identify opportunities for cross-selling insurance products to existing and new customers and develop strategies to maximize sales and customer satisfaction.
- Provide personalized insurance advice and solutions to customers based on their individual needs and risk profile.
- Develop and implement customer retention strategies to ensure long-term relationships with TD customers and increase customer loyalty.
- Monitor changes in insurance regulations and analyze their impact on insurance products, ensuring compliance with all legal and regulatory requirements.
- Stay updated with industry trends and changes in insurance regulations to provide accurate and up-to-date information to customers.
TECHNICAL SUPPORT
Concentrix
03.2021 - 10.2022
- Defined and documented technical support best practices
- Assisted customers in identifying issues and explained solutions to restore service and functionality
- Maintaining Solid Customer Relationship handling questions and concerns
- Resolving customer complaints
- Handling Refunds and Replacement
- Data entry and research as required to troubleshooting customer problem
- Maintaining strong company product and service knowledge.
SUPERVISOR
Mr. Sub
04.2019 - 03.2021
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows
- Handled customer complaints, resolved issues and adjusted policies to meet changing needs
- Evaluated employee performance and coached and trained to improve weak areas
- Maintained compliance with company policies, objectives and communication goals.
ACCOUNTANT
VHR Solutions
01.2018 - 10.2018
- Gathered financial information, prepared documents, and closed books
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations
- Reconciled accounts and reviewed expense data, net worth and assets
- Maintaining good relations with Customers and business partners to provide excellent customer service.
Education
Global Business Management - Business Accountancy
Fleming College
Peterborough, ON04.2020
Bachelor of Commerce - Accounting And Finance
GSSDGS Khalsa College
Patiala, Punjab05.2018
Skills
- Microsoft Certification
- Resolving Problems and Incidents
- User Experience
- Troubleshooting Network Issues
- Organizational Skills
- Customer Support Needs Assessment
- Accounts Administration
- Collecting Information
- Bank Statement Reconciliation
- Customer Relations
- Data Entry and Maintenance
Certification
OTL LICENSE
Timeline
INSURANCE ADVISOR, GIAC
TD BANK- Insurance
11.2022 - Current
TECHNICAL SUPPORT
Concentrix
03.2021 - 10.2022
SUPERVISOR
Mr. Sub
04.2019 - 03.2021
ACCOUNTANT
VHR Solutions
01.2018 - 10.2018
Global Business Management - Business Accountancy
Fleming College
Bachelor of Commerce - Accounting And Finance
GSSDGS Khalsa College
OTL LICENSE
Similar Profiles
Samiul ShaownSamiul Shaown
Product Operations Lead at TD Insurance, TD BANK GROUPProduct Operations Lead at TD Insurance, TD BANK GROUP
Samiul ShaownSamiul Shaown
Product Operations Lead at TD Insurance, TD BANK GROUPProduct Operations Lead at TD Insurance, TD BANK GROUP
Alessandro PompiliAlessandro Pompili
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)