Amitkumar Patel
Toronto,Canada
Summary
Experienced Customer Service professional with expertise in handling escalations and managing contracts. Former CIBC Verification Officer skilled in retail lending operations. Dynamic Subway Customer service optimizing team performance. Past Investment Advisor at Max New York Life with 180+ clients. Certification of OMVIC is an asset.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Insurance Advisor
PPI SOLUTIONS
Toronto, ON, Canada
02.2016 - Current
- Prepare sound financial plans, advised on financial issues, and generated new business
- Analyze clients' financial statuses and developed customized financial plans
- Present and sold suitable financial products and services
- Maintain updated knowledge of regulations, practices, and financial products
- Boost overall sales by 85% by providing a crafted customer service experience
- Enjoy learning new things and expert on all our products, services, pricing and features
- A high achiever and strive for greatness and passionate about reaching and surpassing my sales and performance goals and champion the sales process each and every time
- Persistent and like to see things through to completion and tackle any obstacles or barriers may encounter along the way
- Providing good host services and providing unique and amazing customer service experiences from the moment a customer opens the door, to when you bring them to their new product, and beyond and building customers for life
- A good listener and take the time to learn about the customer's wants and needs to ensure they end up with the perfect product to fit their lifestyle
- A tech savvy and be responsible for internet lead sales with new and existing customers
- Building strong, lasting relationships with customers
Volunteer
BAPS Charities
Toronto, Canada
05.2011 - Current
- Assisting with physical construction tasks, such as laying bricks, pouring concrete, or other manual labor
- Working on landscaping projects to enhance the overall aesthetics of the Akshardham complex
- Participating in organizing and conducting cultural and educational events held at Akshardham
- Providing logistical support during events or festivals held at Akshardham which hosted over 100,000 individuals in a span of 1 month
- Engaging in outreach programs to connect with the local community and promote awareness about Akshardham's activities
Customer Service
Ministry of Health
Toronto, ON, Canada
03.2021 - 03.2023
- Provided excellent customer service as the go-to source for information and support
- Handled escalations and found solutions
- Created and tracked contractor employment and services contracts
- Collected and processed onboarding documents using Microsoft Teams, Amazon Connect, and Salesforce CRM
- Liaised with the payroll team to ensure accurate and timely contractor payments
Verification Officer-Retail Lending Operation
CIBC
Toronto, ON, Canada
11.2012 - 03.2016
- Worked on Debt Consolidation and Income Verification files
- Investigated and escalated issues for timely resolution
- Verified Home Power Plan/Solicitor files and closed PCA accounts with overdrafts
- Reviewed mortgage information on appropriate systems (COINS, CLASS, COLT)
- Cross-trained in other positions to assist team members
Customer Service Lead
SUBWAY
Toronto, Canada
03.2008 - 03.2012
- Monitored and analyzed business performance
- Interacted proactively with customers to increase sales and relations
- Ensured food quality standards and reduced food waste
- Made bank deposits and ensured cleaning checklists were followed
Investment Advisor
Max New York Life Insurance Company Ltd (NYLIC)
Ahmedabad, GJ, India
04.2001 - 06.2006
- Analyzed clients' suitability for insurance and investment products
- Managed over 180 clientele, focusing on customer relationship service
- Handled day-to-day investment activities and customer inquiries
Education
OMVIC Certification -
01.2023
Graduated summa cum laude -
Gujarat University
Ahmedabad, GJ04.1998
Skills
- Data Analysis
- Project Management
- Customer Relationship Management
- Sales Strategy
Languages
English
Professional Working
Certification
OMVIC Certification, 01/01/23, Achieved
Timeline
Customer Service
Ministry of Health
03.2021 - 03.2023
Insurance Advisor
PPI SOLUTIONS
02.2016 - Current
Verification Officer-Retail Lending Operation
CIBC
11.2012 - 03.2016
Volunteer
BAPS Charities
05.2011 - Current
Customer Service Lead
SUBWAY
03.2008 - 03.2012
Investment Advisor
Max New York Life Insurance Company Ltd (NYLIC)
04.2001 - 06.2006
OMVIC Certification -
Graduated summa cum laude -
Gujarat University