Akshay Kotian

Key Achievements

• Consistently praised by clients and coordinators for clear communication, empathy, and timely support in managing policies and claims, contributing to a 95% customer satisfaction rating and positive feedback from over 100+ clients.
• Collaborated with internal teams and external partners to resolve complex client issues, reducing resolution time by 25% and increasing client retention by 15%

Core Responsibilities

• Responded to client inquiries via phone and email delivering timely and professional assistance regarding policy coverage, quotes, and service requests.
• Educated clients on various insurance products, coverage options, and regulatory requirements to help them make informed decisions.
• Sent out renewal notices, policy summaries, and other key documents via email in a timely and organized manner.
• Coordinated with underwriters and insurers via email and phone to obtain approvals and clarify underwriting concerns.
• Assisted call-in customers with questions and orders.
• Delivered exceptional service under pressure, managing a high volume of calls and email correspondence while maintaining quality.
• Identified opportunities to cross-sell and upsell home and auto insurance policies by assessing client requirements, increasing coverage and driving company revenue.

Key Achievements

• Resolved 90% of client inquiries and claims on first contact, contributing to a 15% improvement in customer satisfaction.
• Accelerated average claim processing time by 25% through effective coordination with underwriting and claims departments.

Core Responsibilities

• Reviewed existing life and health insurance policies via phone and email to ensure coverage aligned with clients’ current circumstances.
• Increased customer retention by providing tailored insurance solutions based on clients’ individual needs and financial goals.
• Reduced claim processing time by streamlining email-based documentation and proactive follow-ups for quicker resolutions.
• Used effective communication strategies, including asking relevant questions over phone and email, to understand client needs and future financial plans.
• Assist clients in filling out forms correctly via phone or email support.
• Facilitated virtual presentations and workshops to educate clients on life insurance products, coverage options, and long-term benefits.
• Negotiated claim or policy-related disputes between policyholders and the company via professional communication, ensuring mutual understanding and resolutions.

Core Responsibilities

• Answering phones, emails, and managing calendars. Communication skills for writing emails correspondence.
• Entering data into spreadsheets and databases, filing documents, and maintaining accurate records.
• Built and maintained relationships with vendors and other external contacts.
• Managed office operations and procedures, including filing systems, mail flow, and data entry.

Key Achievements

• Enhanced (45%) client retention rate through supporting clients in Tax planning

Core Responsibilities

• Finalized and filled all T4 and T2 of corporate clients using Profile Software.
• Managed all the clients and scheduled the meetings for them via emails and calls.
• Performed Bookkeeping for all the trucking, Construction, law firm and real estate and engineering company in caseware and Xero and Sage 50.
• Performed Bookkeeping for all the trucking, Construction, law firm and real estate and engineering company in caseware and Xero and Sage 50.

Key Achievement

• Expeditiously processed (40% quicker turnaround) tax filings (T4, T4A, RL1, RL24, RL8 & T2125) of individuals & corporate clients using Profile software.

Core Responsibilities

• Flawlessly reconciled $50,000 worth of tax refund resulting in material time savings for senior accountants.
• Audited and reconciled all bank statement entries, and successfully identified inaccuracies in revenue statements.
• Gained experience in problem-solving and troubleshooting issues for customers.
• Completed on-the-job training sessions and demonstrated learned skills to supervisors.

Core Responsibilities

• Handled customer complaints and inquiries in a courteous and efficient manner.
• Maintained knowledge of company products to provide helpful suggestions and recommendations to customers.
• Assisted with training and mentoring new team members.
• Analyzed customer feedback surveys to identify areas of improvement in the customer service department.

Key Achievement

• Performed testing of internal controls and identified areas of weakness of 12 private Companies.

Core Responsibilities

• Maintained professional, positive attitude, contributing to productive work environment.
• Assisting with preparation of Revenue statements of 4 Private Companies.
• Filed HST reports, accurately determining the exact amount of HST tax refunds.
• Preformed general accounting such as reconciling balance sheet accounts.

• Managed the internal audit of publicly limited chemical companies i.e., J.B Chemicals and Pharmaceuticals Ltd using Tally and SAP.
• Utilized various software tools such as Microsoft Excel and Access for data mining purposes.
• Conducted follow-up activity on issues reported by audit and external parties.