DIVJOT KAUR
Beaumont,AB
Summary
Focused and dedicated office administrator with several years of experience providing superior customer service and efficient task completion. Excels in communication, problem-solving, and adaptability to ensure seamless office operations.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Insurance Advisor
RBC Insurance
Edmonton, Alberta
11.2023 - Current
- Advised clients on insurance products and coverage options.
- Developed personalized insurance solutions based on client feedback.
- Educated clients about policy terms and conditions clearly.
- Collaborated with underwriters to facilitate policy issuance processes.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Maintained up-to-date knowledge of industry trends and developments in order to provide comprehensive advice to clients.
- Provided advice on appropriate insurance policies, such as Home, Auto, property and casualty.
Commercial Insurance Account Assistant
HUB International Insurance Brokers
Edmonton, AB
11.2021 - 09.2023
- Provided professional and prompt customer service, including phone and email support for new and existing client accounts, as well as addressing client questions on topics such as coverage, billing, reporting of claims, audits, endorsements, cancellations, etc.
- Developed marketing specifications and remarketing strategies for renewals of an assigned book of business.
- Submitted and followed up on applications with insurers and underwriters.
- Assisted in invoicing and payment processing.
- Supported and backed up Account Executives and managers as needed.
Office Administrator
My Insurance Brokers Corp
Mississauga, ON
11.2017 - 10.2021
- Provided administrative support for executive staff, including scheduling meetings, preparing agendas, and taking meeting minutes.
- Trained and onboarded new office staff members.
- Managed day-to-day operations of the office, such as ordering supplies, maintaining equipment, and managing calendars.
- Acted as the point person for office equipment setup, end-user training, and support.
- Delivered quality customer service to staff and customers.
- Handled all brokerage's customer billing inquiries, posted transactions, did invoicing, and handled accounts receivable and payable.
- Filed official insurance-related paperwork, such as claims and any other insurance documents.
- Generated pink cards and mailed them out if needed for the entire brokerage.
Education
Diploma - Business Administration
Sheridan College
Toronto09.2018
Skills
- Administrative Support
- Email Management
- Advanced Excel Spreadsheet Functions
- Office Operations
- Claims processing
- Billing assistance
Certification
General Level 2 License
Languages
English
Full Professional
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual
Timeline
Licensed Insurance Advisor
RBC Insurance
11.2023 - Current
Commercial Insurance Account Assistant
HUB International Insurance Brokers
11.2021 - 09.2023
Office Administrator
My Insurance Brokers Corp
11.2017 - 10.2021
Diploma - Business Administration
Sheridan College
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