FATIMAH SOKEECHAND

- Responsible for handling administrative tasks related to insurance policies, while coordinating with insurance brokers to resolve customer concerns and worked closely with underwriters, claims departments, and other internal teams.
- Processed policy changes such as beneficiary changes or ownership changes, updates, cancellations, and reinstatements of clients' coverages for both Securian Canada and Gerber Insurance, while respecting SLAs.
- Ensured and verified that accurate and timely entry of policyholder information are kept into internal systems.
- Assisted clients with policy details, billing issues, and documentation requests and provided explanations of policy features, terms, and conditions.
- Ensured compliance with data privacy regulations, company policies, guidelines and legal requirements.

- Reviewed claims submissions for accuracy, ensuring timely processing and adherence to regulatory requirements.

• Processed invoices and reconciled accounts payable to maintain accurate financial records using QuickBooks and other internal software.
• Strengthened financial operations by conducting bank reconciliations and financial reporting.
• Monitor customer accounts for non-payments, delayed payments, and discrepancies.
• Assisted in month-end closing procedures, ensuring timely completion of financial statements.
• Maintained general ledger entries, enhancing accuracy and reliability of financial data.
• Collaborated with cross-functional teams to resolve discrepancies in billing and payments.
• Generated invoices upon receipt of billing information and tracked collection progress.
• Managed both account receivables and payables and handled day-to-day accounting processes to drive financial accuracy.

• Achieved and exceeded sales targets set by the company through consistent and strategic selling techniques.
• Assisted customers in troubleshooting issues, resolving complaints, and providing solutions to ensure customer satisfaction.
• Proactively approached potential customers to promote Rogers's products and services and convert leads into sales. This includes phone calls, in-person meetings, or online interactions.
• Stayed updated with the latest features, benefits, and pricing structures of Rogers products and services to effectively communicate and advise customers.
• Worked collaboratively with other team members, sharing insights and best practices to improve overall sales performance.
• Comfortably used technology and devices necessary for sales presentations and customer interactions.
• Flexibility adapted to changing products, services, and sales strategies.
• Managed inventory levels, ensuring stock availability aligned with sales forecasts and demand.
• Leveraged CRM systems for tracking leads, managing follow-ups, and optimizing sales processes.

• Assisted customers with Air Miles account inquiries, redemption processes, and balance checks.
• Addressed and resolved customer complaints or issues related to Air Miles.
• Educated customers about the benefits of the Air Miles program.
• Promoted BMO products and services that offer Air Miles as a reward, such as credit cards or banking accounts.
• Helped customers enroll in the Air Miles program and guide them through the process.
• Maintained accurate customer records, including Air Miles account details.
• Ensured all customer interactions are documented appropriately in the system.
• Worked closely with other departments to ensure a seamless customer experience.
• Participated in team meetings and training sessions to stay updated on new products and services.
• Adhered to all BMO policies and procedures, including privacy and security standards.
• Ensured compliance with regulatory requirements related to customer service and sales.

• Transcribed audio files accurately, ensuring clarity and coherence in final documents.
• Reviewed completed transcripts for grammatical and contextual accuracy, enhancing overall quality.
• Managed multiple transcription projects simultaneously, maintaining deadlines and prioritizing tasks effectively.
• Collaborated with team members to streamline transcription processes and reduce turnaround times.
• Trained new employees on best practices in transcription techniques and software usage, fostering skill development.
• Maintained strict confidentiality with sensitive information, ensuring client trust and privacy.
• Adapted quickly to new technology platforms and software programs introduced within the workplace, enhancing overall efficiency levels.
• Handled multiple projects simultaneously, providing clients with prompt and high-quality service.