Harman Virk
Edmonton
Summary
- Proven ability to remain calm and professional in high-stress situations while quickly and effectively resolving customer complaints.
- Committed to providing the highest quality service and creating a positive customer experience.
- Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives.
- Resourceful and results-driven with a passion for growth and efficiency to meet company needs and increase service value.
Detail-oriented Account Associate knowledgeable about setting up accounts, tracking deliveries, and documenting updates. Computer-savvy professional with excellent customer relations and conflict management abilities. Looking for a challenging role with a growing team.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Associate - Commercial Insurance
Lloyd Sadd Insurance Brokers
09.2024 - Current
- Working on a general book based in Kelowna for commercial lines.
- Streamlined account management processes for improved efficiency and accuracy.
- Deployed meticulous organization skills by assisting in coordination of client deliverables.
- Developed strong relationships with clients through consistent communication and proactive problemsolving.
- Conducted competitive analysis research to stay informed about competitor offerings and strategized accordingly.
- Collaborated with cross-functional teams to ensure successful project completion and timely delivery of client deliverables.
- Managed a diverse portfolio of accounts, adapting strategies to meet unique client needs and objectives.
CSR - Commercial Insurance
Monarch Insurance Brokers Inc.
05.2022 - 08.2023
- Worked on Transportation book based on all over the Canada.
- Possesses exceptional communication, organizational and multitasking skills
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Upheld strict adherence to company policies and procedures while providing exceptional service experiences for each client interaction.
- Streamlined communication between departments, ensuring timely resolution of customer concerns.
- Handled complex billing issues, ensuring accurate invoicing and prompt resolution of discrepancies.
CSR - Commercial Insurance/ Remote Position
Monarch Insurance Brokers Inc.
04.2022 - 08.2023
- Making applications for insurance companies
- Making financial contracts for clients
- Demonstrated proficiency in reporting and managing insurance claims, ensuring accurate processing while upholding the highest standards of integrity and professionalism
- Handled complex billing issues, ensuring accurate invoicing and prompt resolution of discrepancies.
CSR - Personal Insurance
Pacific Coast Insurance Brokers Inc.
03.2020 - 02.2022
- Worked with ICBC and personal insurance mainly house Insurance based in lower mainland.
- Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
Administrative Assistant
Transource Freightways Ltd.
02.2017 - 03.2020
- Worked as a dispatcher and administrative assistant for a transportation company based in Vancouver area.
- Updated and maintained database with accurate customer information and timely data entry
- Delivered personalized customer service relating to questions and promptly resolved basic problems on customer accounts
- Processed payments accurately in order to complete transactions successfully
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Education
Associates Degree -
Capilano University
01.2020
Skills
- Customer Service Skills
- Complaint Handling
- Interpersonal Skills
- Positive Attitude
- Communication Etiquette
- Time Management
- Multitasking
- Data Entry
- Administrative Support
- Payment plans
Certification
- General Level 2 Insurance License, 2025
- CPR- Heart and Stroke, 2023
- General Level 1 Insurance License, 2020
- Associate Degree, 2020
- Archaeology Field School Certificate, 2019
- On Campus Computer Training, 2018
- Medical Studies Certificate, 2016
- Senior Secondary Certificate, 2014
Languages
English
Punjabi
Hindi
Urdu
Hobbies and Interests
- Cultivating personal growth through diverse activities, including listening to music and motivational speeches to inspire continual self-improvement.
- Nurturing a spiritual connection through meditation and positive affirmations fostering inner peace and mindfulness.
- Embracing physical activity and competitive spirit through the sport of badminton promotes both fitness and mental agility.
- Finding solace and appreciation in driving while enjoying the beauty of nature and scenic landscapes.
- Reconnecting with the natural world through leisurely walks or invigorating hikes in natural parks making a deep appreciation for the environment and its wonders.
Timeline
Account Associate - Commercial Insurance
Lloyd Sadd Insurance Brokers
09.2024 - Current
CSR - Commercial Insurance
Monarch Insurance Brokers Inc.
05.2022 - 08.2023
CSR - Commercial Insurance/ Remote Position
Monarch Insurance Brokers Inc.
04.2022 - 08.2023
CSR - Personal Insurance
Pacific Coast Insurance Brokers Inc.
03.2020 - 02.2022
Administrative Assistant
Transource Freightways Ltd.
02.2017 - 03.2020
Associates Degree -
Capilano University
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