Jaspreet Kaur
Brampton,ON
Summary
Dynamic insurance advisor with TD Insurance, skilled in policy recommendations and customer service. Proven ability to enhance customer experience through active listening and empathy, achieving high satisfaction rates. Expertise in technical support and risk assessment, consistently identifying opportunities to increase sales while addressing client needs effectively.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Advisor
TD Insurance
01.2022 - 01.2025
- Answer inbound calls by customers to address issues related to auto and home insurance
- Provide quote and sell automobile and property insurance to clients
- Advise and recommend coverages and policies that best meet client needs
- Help clients meet their needs with the right home and auto insurance coverage
- Provide technical support and troubleshoot any issues with online account
- Transfer calls to appropriate line, if needed and escalate issues appropriately
- Participate in team huddles and activities to improve business performance and customer satisfaction
- Offer additional support and look for opportunities to increase sale of TDI products after solving immediate needs
Associate, Everyday Banking
Bank of Montreal
08.2021 - 01.2022
- Answer inbound calls by customers to address issues related to everyday banking
- Understand customer needs and advise them on what type of products would best meet their needs
- Identify and solve inquiries related to account, transactions, currency exchange, balance, debit card etc.
- Provide technical support and troubleshoot any issues with online/mobile banking
- Transfer calls to appropriate line and escalate issues to second-level department when required
- Participate in team huddles and activities to improve business performance and customer satisfaction
- Offer additional support and look for opportunities to increase sale of BMO products after solving immediate needs
- Schedule customer appointments at branch, if the need can not to fulfilled on a call
Customer Service Representative
Concentrix
Mississauga
11.2019 - 05.2021
- Company Overview: Worked with different clients: Uber Technologies Inc, Luxottica, Facebook oculus and PayPal to provide exceptional customer service
- Worked with different clients: Uber Technologies Inc, Luxottica, Facebook oculus and PayPal to provide exceptional customer service
- Greeted customers in a courteous, friendly, and professional manner
- Responded to telephone inquiries and emails, providing quality service to customers and associates inquiring about different issues
- Listened attentively to customer needs and concerns to ensure a positive customer experience
- Demonstrated empathy while maximizing opportunity to build rapport with the customer
- Maintained knowledge of client products and/or services
- Participated in activities designed to improve customer satisfaction and business performance
- Accessed electronic and paper cataloging systems to look up product information and availability
- Strived for quick complaint resolution; commended by supervisor for the ability to resolve problems on the first call and avoid escalation of issues
- Excelled within a service-oriented company, demonstrating a talent for communicating effectively with customers from diverse backgrounds
- Worked with different clients: Uber Technologies Inc, Luxottica, Facebook oculus and PayPal to provide exceptional customer service
Resource Centre Assistant (Volunteer)
YMCA of Greater Toronto
Mississauga
11.2019 - 12.2019
- Assisted members in researching employment opportunities
- Researched and printed job openings and maintain job boards in centre
- Conducted tours and explained services to new members
- Helped members with the use of computers, fax machines, photocopiers, etc.
- Created bulletin boards to promote workshops, services, resources, topics, etc.
- Provided information on other community services
- Made phone calls to clients to give information about upcoming events
Teacher
GEMS Cambridge International School
Dasuya, India
04.2014 - 02.2018
- Established positive relationships with students, parents (through regular and phone meetings), fellow teachers and school administrators
- Created lesson plans for in accordance with state curriculum and school-wide curriculum standards. These plans were floated among parallel teachers and explained well before implementing
- Prepared worksheets and Summative Assessments using Microsoft Word and Excel
- Recorded students’ data and daily attendance for annual reports in ERP system
Education
Master of Arts - English
J.C.D.A.V. College
Dasuya, PB, India01.2013
Bachelor of Computer Applications -
Dasmesh Girls College
Mukerian, PB, India01.2011
Skills
- Customer service
- Insurance sales
- Policy recommendations
- Technical support
- Risk assessment
- Claims processing
- Customer experience
- Active listening
- Empathy
- Documentation
Certification
- OTL, Other Than Life Insurance License
References
References available upon request.
Timeline
Insurance Advisor
TD Insurance
01.2022 - 01.2025
Associate, Everyday Banking
Bank of Montreal
08.2021 - 01.2022
Customer Service Representative
Concentrix
11.2019 - 05.2021
Resource Centre Assistant (Volunteer)
YMCA of Greater Toronto
11.2019 - 12.2019
Teacher
GEMS Cambridge International School
04.2014 - 02.2018
Master of Arts - English
J.C.D.A.V. College
Bachelor of Computer Applications -
Dasmesh Girls College
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