Ayushi Banwani
Brampton,ON
Summary
Insurance Advisor with expertise in navigating complex insurance landscapes and providing customized client solutions. Proven track record of enhancing customer satisfaction and retention through strategic guidance and thorough support. Strong analytical and negotiation skills contribute to team success in fast-paced environments. Committed to achieving organizational objectives with a focus on results.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Advisor
TD Insurance
05.2021 - Current
- Functioning in a contact center environment, provided automobile and home insurance quotes while ensuring client education and legendary client experience.
- Proactively resolved billing and policy issues, cross-sold products, and managed callbacks, submissions, and correspondence, contributing to a seamless customer experience.
- Identified potential fraud indicators during client interactions, ensuring adherence to compliance obligations
- Assisted in resolving customer complaints regarding claims processing or service issues.
Tax Accountant Intern
Metro Tax Solutions
09.2020 - 12.2020
- Prepared personal and small business tax returns, ensuring accuracy and compliance with regulations.
- Organized tax documents and utilized checklists to enhance preparation efficiency.
- Communicated with clients via calls and emails to gather essential information.
Business Development Executive
Meena Fashions
10.2017 - 07.2019
- Analyzed customer preferences and market dynamics to drive sales and meet targets, while maintaining detailed records of sales and invoices for effective account management.
- Fostered positive vendor relationships and negotiated effectively to enhance business outcomes.
Analyst in Asset Finance
ANZ Bank
12.2016 - 09.2017
- Managed auto loan settlements and business loan applications, ensuring accuracy in economic data validation.
- Conducted thorough credit assessments to identify risk indicators and prevent fraud in applications.
- Collaborated with senior stakeholders to resolve discrepancies and enhance operational support.
- Recorded and validated economic and asset information within the database.
- Resolved transaction discrepancies efficiently during settlement reconciliation.
- Utilized AS400 and PPSR systems for effective data management and processing.
- Ensured timely funding of applications by adhering to established deadlines.
- Analyzed loan documents for accuracy prior to payment authorization.
Financial Consultant Intern
Positive Score Management Services
09.2016 - 11.2016
- Conducted analysis of CIBIL reports to pinpoint clients with suboptimal credit histories for further review.
- Secured sales leads by performing cold calls to prospective clients.
Education
Global Business Management, Post Graduate Certificate, Honors-Dean's list -
Humber College, Toronto
01.2021
Bachelor of Commerce, Finance & Accounting (Professional) -
Christ University, Bangalore, India
05.2016
Skills
- Problem solving and analytical thinking
- Relationship management
- Decision making
- Adaptability to change
- Determination and persistence
- Microsoft Office (Outlook, Excel)
- Sales and customer retention
- Risk assessment
Certification
- Lean Six Sigma (Green Belt)
- Microsoft Office: Excel
- Portfolio Management Certification
- OTL
Accomplishments
- Recognized for best customer service and top employee in ANZ for excellent performance and quality
- Received TD appreciation for perfect compliance every month
- Won LEI competition with consistent sales target overachievements
- Ranked top 12% performer in TDI
Languages
- English, Hindi, Sindhi, Punjabi
References
References available upon request.
Timeline
Licensed Insurance Advisor
TD Insurance
05.2021 - Current
Tax Accountant Intern
Metro Tax Solutions
09.2020 - 12.2020
Business Development Executive
Meena Fashions
10.2017 - 07.2019
Analyst in Asset Finance
ANZ Bank
12.2016 - 09.2017
Financial Consultant Intern
Positive Score Management Services
09.2016 - 11.2016
Global Business Management, Post Graduate Certificate, Honors-Dean's list -
Humber College, Toronto
Bachelor of Commerce, Finance & Accounting (Professional) -
Christ University, Bangalore, India
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