JASPREET KALER
KAMLOOPS,BC
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Sussex Insurance
03.2022 - Current
- Assist customers with ICBC renewal transactions, transfer of vehicle ownership within or Out of province, policy Cancellations, and Estate Transfer Transactions
- Manage ICBC Batching & Reconciliation
- Document Quality control
- Internal Document & Stock Audits
- Maintaining the loyalty of clients to their insurance company
- Empathizing with clients upon the occurrence of risks whether or not the policy they took covered the risk
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Utilized CRM software effectively to manage client information, track leads, and monitor sales progress.
- Worked closely with claims team to facilitate smooth processing of claims, maintaining clear communication between all parties involved.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Tracked insurance claims to help policyholders settle claims, increasing customer satisfaction 100%.
Administrative Assistant
Hub International Insurance Brokerage
06.2021 - 12.2021
- Provided administrative support to ensure efficient operation of the office
- Carried out administrative duties such as filing, typing, copying, binding, scanning, etc
- Completed operational requirements by scheduling and assigning administrative projects and expediting work results
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Insurance Broker
Hub International Insurance Brokerage
06.2021 - 12.2021
- Actively managed a book of business by examining clients' risks, coverage gaps, and loss history
- Looked at policies from several insurance companies to find the best deal for their clients
- Ensured the complaints of clients are properly looked into and addressed effectively
- Maintained the loyalty of clients to the company
- Recorded the statistics of clients' take on different auto insurance policies
- Took part in the process of entering into auto insurance contracts
- Empathize with clients upon the occurrence of risk(s) whether or not the policy they took covered the risk
- Managed and ordered ICBC Inventory for the office
- Assisted with the renewal of ICBC transactions and private carrier's insurance policies
- Organized documents, ICBC Batching and Bank run for deposits
- Assisted customers with the claim process
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Guest Services and Sales Manager
Hampton Inn by Hilton
01.2019 - 06.2021
- Ensuring that the check-in and check-out process runs as smoothly as possible and that guests are escorted to the correct room
- Responding to requests or complaints made by guests in a professional and polite manner in order to guarantee customer satisfaction
- Implementing procedures to improve services offered with the aim of attracting more customers
- Hiring and training staff in matters of professional conduct, and ensuring that there is enough staff at all times by organizing staffing schedules efficiently
- Supporting service personnel with questions posed by guests and taking over from the support staff if any issues arise
- Understanding what guest expectations are and anticipating problems in order to prevent complaints
- Acting as a link between guests and hotel management
- Attending meetings with management to discuss problems and strategies for improvement
Guest Services Representative
Hampton Inn by Hilton
01.2019 - 12.2019
- Created warm and welcoming environment for guests
- Registered & process guests and their assigned rooms
- Accommodated guest requests
- Worked in coordination with team members
- Upsell guest rooms and Handle cash
- Managed Social Media handles and website
- Ordered and maintained stock of Housekeeping and restaurant supplies
Assistant Housekeeping Supervisor
Hampton Inn by Hilton
06.2018 - 12.2019
- Updated room status
- Checked Housekeeping supplies inventory and ordered accordingly
- Maintained the standards of cleanliness as per Hilton Brand standard
- Worked independently in a fast-paced workplace atmosphere
- Lifted 50-65 lbs
- Of weight
Marketing and Sales Consultant
PHI Hotel Group
01.2019 - 05.2019
- Helped in Retrieving and Retaining corporate clients
- Increased PHI Hotel sales by 35%
- Assisted in managing of Revenue generating activities
- Kept track of sales and cashout
- Familiarized me with all tourism businesses and services often participating in experiences in order to provide the best information to guests
- Provided website maintenance and helped with social media handles and marketing
- Answered inquiries via emails and phone calls
Breakfast Hostess
Fairfield Inn by Marriott
09.2018 - 04.2019
- Serving continental breakfast to hotel guests from 6 to 10 am
- Prepared hot items, oatmeal, waffle batter, etc
- Ensure great customer service
- Cleanliness of breakfast area and pantry
Education
Resort Experience Management Post Bac Diploma -
Thompson Rivers University
01.2019
Bachelor of Science - Science
Punjab University
India01.2017
Skills
- Problem Solving
- Data Analysis
- Proficient in MS Word/ Excel/Powerpoint
- Claims Management
- Reporting and documentation
- Document Management Tools
- Scheduling and Invoicing
- Excellent communication skills
- Self-motivated
- Reliable
- Excellent Customer Service skills
- Detail-oriented
- Excellent decision-making ability
- Quick learner
- Adaptive to new technologies
- Respond to customer inquiries in timely manner
- Eager to learn
- Good in high-pressure situations
- Positive attitude
- Willingness to go beyond the job description
- Insurance product knowledge
- Policy analysis
Certification
- Insurance Level 2 license-working towards CAIB
- First Aid level 1 license
Accomplishments
- Chemistry excellency Medal - Punjab University (2016)
- Two-week School Exchange Tour - Belfast, Ireland
Languages
English
Hindi
Punjabi
Timeline
Insurance Advisor
Sussex Insurance
03.2022 - Current
Administrative Assistant
Hub International Insurance Brokerage
06.2021 - 12.2021
Insurance Broker
Hub International Insurance Brokerage
06.2021 - 12.2021
Guest Services Representative
Hampton Inn by Hilton
01.2019 - 12.2019
Guest Services and Sales Manager
Hampton Inn by Hilton
01.2019 - 06.2021
Marketing and Sales Consultant
PHI Hotel Group
01.2019 - 05.2019
Breakfast Hostess
Fairfield Inn by Marriott
09.2018 - 04.2019
Assistant Housekeeping Supervisor
Hampton Inn by Hilton
06.2018 - 12.2019
Resort Experience Management Post Bac Diploma -
Thompson Rivers University
Bachelor of Science - Science
Punjab University
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