ASHAMPREET KAUR
SURREY,BC
Summary
Detail-oriented team player with strong organizational skills. Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
AUTO INSURANCE ADVISOR
SCOTT ROAD INSURANCE SERVICES LTD
06.2021 - Current
- Assessing Clients' Insurance Needs: Conduct thorough assessments of clients' insurance requirements by analyzing their current coverage, driving habits, and financial situation.
- Assisting with Claims Processes: Guide clients through the claims process, providing support and assistance in filing claims and following up on claim status.
- Maintaining Client Records: Maintain accurate and up-to-date client records, including policy information, contact details, and communication history.
- Processing Insurance Applications: Assist clients in completing insurance applications, ensuring all required information is accurately recorded and submitted to the insurance company.
ASSISTANT TEAM LEADER
DOLLARAMA
10.2018 - Current
- Performing all the duties such a cashing in and out, prepare tasks for the day, maintaining the store, assigning tasks to the team members.
- Trained new team members, verified safe operating practices and reported and analyzed work-related injuries.
- Management Customer Service Analytical Technical (software's and systems) Research and documents.
Data Entry Clerk
Sandhu And Company
01.2023 - 03.2023
- Managed and organized documents for data entry tasks.
- Compared transcribed data with source document to detect and correct errors.
- Verified accuracy of data entered into system to produce error-free reports.
- Entered data into various computer systems accurately using Microsoft Office Suite.
- Used computer software to store and retrieve data.
Education
MBA - MBA
University Canada West
Vancouver, BC03.2020
Bachelor of Commerce -
Delhi University
Delhi06.2017
Intermediate Proficiency Competence Course - Accounting
Institute of Charted Accountants of India
Delhi, India11.2016
Skills
- Skills Systems Implementation
- Sensitive Material Handling
- Document Retrieval
- Records Management Systems
- Inventory Management
- Advanced MS Office Suite Knowledge
- Document and File Management
Certification
- CA-INTEGRATED PROFESSIONAL COMPETENCE COURSE
- FUNDAMENTALS OF INSURANCE COURSE
Timeline
Data Entry Clerk
Sandhu And Company
01.2023 - 03.2023
AUTO INSURANCE ADVISOR
SCOTT ROAD INSURANCE SERVICES LTD
06.2021 - Current
ASSISTANT TEAM LEADER
DOLLARAMA
10.2018 - Current
MBA - MBA
University Canada West
Bachelor of Commerce -
Delhi University
Intermediate Proficiency Competence Course - Accounting
Institute of Charted Accountants of India
- CA-INTEGRATED PROFESSIONAL COMPETENCE COURSE
- FUNDAMENTALS OF INSURANCE COURSE
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