Insurance Agent
Gurpreet Kaur
Advanta Health Care
Burlington,ON
Work Preference
Work Type
Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal Work
Location Preference
RemoteOn-SiteHybrid
Location:
Burlington, ONMississauga, ONBrampton, ONHamilton, ONMilton, ON
Open to relocation:
No
Minimum Desired Compensation
$60/yr
Important To Me
Career advancementFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offWork-life balanceCompany Culture
4
Languages
1
Certification
15
years of professional experience
Customer-focused and results-driven Customer Care Representative with over 6 years of experience across financial services, corporate client support, and healthcare environments. Proven track record in high-volume client communications, issue resolution, and regulatory compliance. Skilled in active listening, de-escalation, and managing end-to-end customer inquiries across telephone, email, and digital channels. Adept at leveraging CRM tools and administrative databases to maintain high customer satisfaction (CSAT) and accurate documentation. Fully bilingual in English, Punjabi, Hindi, and Urdu, offering strong cross-cultural communication abilities well-suited for global BPO operations like Concentrix and Morcon.
Work History
Financial Professional / Client Services Advisor
5 Years 8 Months- Conduct comprehensive needs assessments for clients to recommend tailored financial and insurance products, building long-term trust and rapport.
- Manage end-to-end application processes and client correspondence while maintaining full compliance with FSRA regulatory standards.
- Resolve complex client inquiries regarding policy terms, claims, and investment strategies via phone and email.
- Maintain regular follow-up schedules to ensure high client satisfaction, account retention, and ongoing account maintenance.
- Achieved HLLQP licensing to enhance client service offerings.
Personal Support Worker(Part-Time)
7 Years- Provided compassionate personal care to clients, ensuring comfort and dignity in daily activities.
- Assisted with medication management, promoting adherence to prescribed treatment plans.
- Developed individualized care plans in collaboration with healthcare professionals to meet client needs.
- Trained new staff on best practices for patient support and safety protocols.
- Completed detailed documentation of daily client interactions, maintaining accurate records of care provided.
- Maintained a safe, clean, and healthy environment for clients by performing light housekeeping tasks.
Customer Service Representative & Lab Technician
10 Months- Managed incoming customer orders, technical product inquiries, and status updates, ensuring 100% on-time delivery communication.
- Served as the primary point of contact between clients, internal production, and R&D teams to address performance feedback and custom requirements.
- Documented customer specifications and product testing results accurately in database systems to prevent fulfilment errors.
Quality Manager
1 Year 8 Months- Investigated customer complaints and product quality issues, leading root cause analyses to implement corrective and preventive action plans.
- Trained and mentored cross-functional staff on operational compliance and food safety standards (HACCP, GMP, ISO), reducing service errors.
Customer Care Representative & Lab Secretary
1 Year 9 Months- Welcomed patients, scheduled appointments, and handled front-desk inquiries in a high-volume clinical environment.
- Coordinated with physicians, nurses, and medical personnel to deliver timely test results and address urgent patient inquiries.
- Maintained patient records and diagnostic test results in compliance with strict privacy and hospital protocols.
Principal’s Secretary & Instructor
5 Years 8 Months- Managed executive calendars, handled incoming communications, and provided administrative support to internal and external stakeholders.
- Facilitated group presentations, training programs, and mentorship sessions for students.
Education
Diploma - Health Information & Technology
Post-Graduate Certificate - Nursing Leadership & Management
Post-Graduate Certificate - Chronic Disease Management
Diploma - Computer Sciences
Bachelor of Science - Nursing
Skills
Customer Support: Customer Relations
Conflict De-escalation
Complaint Resolution
Active Listening
Client Retention.
Operational Excellence: Quality Control (ISO
Compliance Standards)
Data Entry
Call Handling
Order Processing.
Technical Proficiency: Microsoft Office Suite (Word
Excel
PowerPoint
Outlook)
Database Management
Technical Inquiries.
Languages: English (Fluent)
Punjabi (Native/Fluent)
Hindi (Fluent)
Urdu (Fluent).
CORE COMPETENCIES & SKILLS
English (Fluent)
Punjabi (Native/Fluent)
Hindi (Fluent)
Urdu (Fluent)
Certification
HLLQP License | Financial Services Regulatory Authority of Ontario (FSRA) (2021), First Aid & CPR, Infection Prevention & Control, Phlebotomy
Timeline
Customer Service Representative & Lab Technician
VPC Group
01.2022 - 11.2022Read More
Financial Professional / Client Services Advisor
Independent Agent
01.2021 - CurrentRead More
Quality Manager
Revive Superfoods
03.2020 - 11.2021Read More
Personal Support Worker(Part-Time)
Advanta Health Care
09.2019 - CurrentRead More
Customer Care Representative & Lab Secretary
KMC Hospital
07.2017 - 04.2019Read More
Principal’s Secretary & Instructor
CON PKCW
09.2011 - 05.2017Read More
BFUHS
Bachelor of Science from Nursing
Read More
Technobiz
Diploma from Computer Sciences
Read More
Seneca College
Post-Graduate Certificate from Chronic Disease Management
Read More
Seneca College
Post-Graduate Certificate from Nursing Leadership & Management
Read More
MLC College
Diploma from Health Information & Technology
Read More