Overview
Work History
Timeline
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HARNEET KAUR

Edmonton,AB

Overview

7
7
years of professional experience

Work History

Sales Expert

Intact Financial Corporation
04.2022 - Current
  • Greeting policyholders at the Service Centre, binding new policies processing the documentation for the claims and other policy changes for Auto and Residential
  • Follow up on files and perform clerical duties associated with files with claims and collisions
  • Review and evaluate routine and moderately complex new/renewal applications to determine the nature and degree of risk acceptance before binding
  • Calculates premiums through grid checking, ensuring that appropriate rates are used and that applicable discounts vehicle or bundle, and occupational discounts are applied
  • Explains underwriting criteria and decisions to clients verbally or through calls
  • Developing communication and briefing materials for internal teammates
  • Developing and maintaining relationships with clients to generate a flow of profitable business sales and help in resolving any service queries
  • Presenting premiums, coverages, and deductibles for applicable insurance products
  • Following Workflow and business guidelines and practice of insurance, underwriting policies and procedures, and applicable insurance products
  • Experience in working in the busiest call center responding to 40 calls per day
  • Proficient in doing quick calculations and leaving notes on the files

Assistant Store Manager

Touchtone Flooring
05.2021 - 04.2022
  • Managing calendar, booking meetings, and preparing meeting notes
  • Organising weekly and monthly meetings with the staff
  • Preparing and processing Biweekly payroll for employees
  • Preparing and posting biweekly financial reports
  • Supervising the sales team for their weekly and monthly performance
  • Providing coaching to the new joiners as a part of their training
  • Coordination with other departments for the smooth functioning

Office Administrator and Customer Service Representative

Eco pest inc
Edmonton
05.2018 - 05.2021
  • Provide administrative/secretarial support for the department/division such as answering telephones, assisting visitors, and resolving and referring a range of administrative problems and inquiries
  • Quick response to the emails and calls, received from the customers
  • Schedule and coordinate meetings, appointments, events, and other similar activities for supervisors, which coordinate travel as well as site meeting arrangements
  • Establish, maintain, and update files, databases, records, and other documents; develop and maintain data, and perform routine analyses and calculations in the processing of data for recurring internal reports
  • Keep track of purchase orders and work orders
  • Preparing quotes for corporate clients

Timeline

Sales Expert

Intact Financial Corporation
04.2022 - Current

Assistant Store Manager

Touchtone Flooring
05.2021 - 04.2022

Office Administrator and Customer Service Representative

Eco pest inc
05.2018 - 05.2021

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