Purav Hitendra Patel

• Currently working on Anti-Theft Project for Auto products, which involves giving the best advise to client for protecting their car for regular clients as well PCA/VIP clients.
• Think like a Customer/Act like a Owner/Execute with Speed/Innovate with Purpose/ Develop Yourself and Colleagues keeping in mind this 5 key shared commitments of TDI and growing self knowledge
• Being flexible on schedules depending on the SLA & be ready to take Inbound calls as well
• Fostered a positive working environment within the team by promoting open communication and collaborative problem-solving efforts.
• Use current project skills while reviewing call listening for inbound advisor and send coaching opportunity if required
• Work on UW approvals for reimbursement for Anti-Theft device and gain insights from Auto underwriting guidelines
• As licensed nationally for most of the province review and read UW Manual/billing center/claim center in free time and gain knowledge and develop myself and our colleague

Inbound Insurance Advisor

• Working on OB project as STA for TD Myinsurance and standing nationally 2nd in terms of enrollments for clients and driving digital campaign
• Giving Legendary Experience on each and every call and going above and beyond their initial needs
• Exceeding the number of calls and overall target as per business requirements
• Apply HEAT where necessary and serving the client with keeping in mind TDI's mission statement
• Use SME role (Subject Matter Expert role) for Compliance to develop colleagues and self knowledge
• Worked and driven on building perfect MTD compliance result
• Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
• Cross-sold insurance products to existing clients to reach sales targets.
• Explained features, advantages of various policies to promote insurance sales.
• Built relationships with clients using active listening and issue resolution to provide excellent service.

• Manage inbound/outbound phone communications with clients – exceed 250 daily call targets by 15-20% and consistently collect $1500-$2000 daily to reduce aged receivables and optimize company cash flow
• Build rapport with clients and gather an in-depth understanding of their current financial status, credit scores, and personal circumstances to recommend best possible scenario for repaying due debt
• Negotiate with clients to agree on repayment plans and provide financial advice on how to improve earnings in order to maximize collection potential
• Maintain multiple databases with confidential financial and personal information, including credit and loan files, account statements, and personal contacts
• Track delinquent accounts to prioritize action and develop a program for the systematic follow-up and collection of due amounts; report irreconcilable accounts to the authorities for legal action
• Achieve high level of compliance with federal, provincial, and corporate guidelines and regulations.

• Monitored building access points and access control systems to prevent unauthorized entry and ensure facility, personnel, and visitors’ safety
• Reported daily activities to senior leadership and coordinated all aspects of building access management, including access approvals, updates, and deactivations.

• Conducted quality assurance testing on finished products (modems and terminals) and batteries to ensure compliance with specifications and proper functioning
• Maintained high level of accuracy, while scanning, organizing, and packing or repacking products

• Improved production output, which resulted in 15% more sales for the company
• Tracked inbound/outbound inventory movements and production results and updated data in spreadsheets.

• Handled almost all aspects of office management and daily office administration operations – coordinated correspondence and filing, scheduled appointments and updated operational calendars, procured inventory, and organized meetings
• Updated the company’s accounting and financial records –recorded A/P and A/R transactions and reconciled bank accounts, general ledger entries, and cash accounts to support financial statement preparation and month-end closing