Angel Peter
Richmond,BC
Summary
10+years of Customer oriented and analytical , recognized for skills in sourcing and singing up new clients for policies. Leveraging previous sales and customer service expertise to evaluate each prospective clients' need and recommend policies suited to them whilst providing them with ample information on insurance premiums, coverages, and claims information. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Bookkeeping Assistant
PalmUplife Bookkeeping Inc.
Richmond, BC
11.2021 - Current
- Maintained accurate records of financial transactions and organized ledgers.
- Verified accuracy of invoices and other accounting documents or records.
- Processed accounts receivable and payable and handled bank reconciliations.
- Prepared financial reports, such as balance sheets, income statements, and statement of cash flows.
Customer Service Representative
nVent Thermal Management
04.2021 - Current
- Promptly handled average 40+ customer support calls, addressed concern, managed operations and supply chain, improved customer satisfaction score by 65%.
- Designed effective business development strategy has designed, boosted customer experience, and strategically increased customer retention by 50%.
- Acquired 5+ new clients over a period of 2 quarters, surpassing targets by 50% attainment, exceeded annual revenue recognition
- Expedited customer request for urgent deliveries, delivered 100+ backorders and lead time inquiries, liaised with various teams of planning, operations and shipping plants to ensure customer success.
Office Assistant
National Green Biomed Ltd.
- Greeted visitors, determined their needs and directed them to the appropriate personnel.
- Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
- Organized office operations and procedures, such as managing calendars, scheduling appointments, preparing reports and maintaining records.
- Answered incoming calls in a professional manner and directed callers to the appropriate personnel.
Office Assistant
CMI Limited Co.
- Manage all concierge services from the main desk, including special guest requests and the scheduling of personalized services
- Successfully completed the Often-assigned tasks of managing and servicing high-priority clients and guests due to a proven ability to quickly process requests
- Train new concierge staff members while offering constructive feedback to enhance the productivity of new hires
- Worked in a fast-paced environment and met all customer needs and guidelines including service levels improving customer satisfaction.
Insurance Associate
Prudential plc
12.2017 - 12.2019
- Increased operational efficiency by 30% by maintaining records, logs of inventory, and managing enquiries and complaints, thereby increasing client satisfaction by 99%
- Supported multiple teams exponentially increased the revenue by 35% through cross-functional working with all levels of management
- Assimilated, developed and managed central repository for business continuity, analyzed reports to assist leadership for making decisions and strategize quarterly plans
- Designed communication campaigns, worked with sales teams to understand consumer behavior, needs and demands to innovate on offerings, accelerated business development with 10+ initiatives.
Finance Associate
Aon
09.2014 - 03.2017
- Created daily, weekly and monthly data analytics, dashboard and reports for monitoring the company's investment positions and bad loans exposure across 10+ business units
- Identification of risks in frequently released 5+ new business initiatives and products, tracked financial status for leadership reviews and actions
- Conceptualized and executed 3+ process improvement plans, designed policy developments for better business operations within functional areas
- Involved in strategic project management for fund management, risk management, recommended 5+ alternatives to reduce costs and improve YoY business performance.
Associate
SBI LIFE INSURANCE
11.2013 - 04.2014
- Accelerated opportunity pipeline by 25%, decreased costs of customer acquisition by adopting digital selling techniques and processes across business units
- Strategized and executed go to market plans for sales associates in the territory to increase the YoY targets of 120% business growth
- Executed 10+ Engagement programs, resulting in increased opportunities & revenue realization for various products
- Recommended 5+ new financial products by conducting primary and secondary market research and analyzed potential needs and demands of consumers.
Education
Master of Commerce - Banking & Insurance
University of Mumbai
Mumbai08.2014
Bachelor of Commerce - Banking & Insurance
University of Mumbai
Mumbai08.2011
Skills
- Microsoft Office
- Sales Management
- Salesforcecom
- QuickBooks
- SAP Implementation
- PeopleSoft
- Siebel
- Strategic Communications
- Customer Relationship Management (CRM)
- Operations Management
- Product Knowledge
- Inbound and Outbound Calling
- Paperwork Processing
- Account Updating
- Report Generation
- Client Relations
- Microsoft PowerPoint
- System Implementation
- Order Fulfillment
- Order Processing
- Problem-Solving Abilities
- Administrative Support
Certification
- Quickbooks Pro Advisor - 2022
Languages
English
Full Professional
Hindi
Native/ Bilingual
Tamil
Native/ Bilingual
Licenses
Certified Insurance Consultant License (Life & Health), Individual - Insurance Council of BC, 05/2023, 05/2024
Timeline
Bookkeeping Assistant
PalmUplife Bookkeeping Inc.
11.2021 - Current
Customer Service Representative
nVent Thermal Management
04.2021 - Current
Insurance Associate
Prudential plc
12.2017 - 12.2019
Finance Associate
Aon
09.2014 - 03.2017
Associate
SBI LIFE INSURANCE
11.2013 - 04.2014
Office Assistant
National Green Biomed Ltd.
Office Assistant
CMI Limited Co.
Master of Commerce - Banking & Insurance
University of Mumbai
Bachelor of Commerce - Banking & Insurance
University of Mumbai
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