Kajal Thakur
Brampton,Canada
Summary
Highly motivated and adaptable professional with a strong background in financial risk analysis, insurance advisory, and customer service. Proven track record in insurance risk analysis and paraplanning with a focus on compliance and accuracy. Eager to grow within the insurance industry, with a commitment to obtaining necessary licensing and CIP courses.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Call Center Associate
Apolo Manufacturing Inc.
06.2023 - 08.2024
- Handled inbound and outbound calls with vendors regarding shipping processes, orders, and stock management
- Supported front desk operations, managing customer inquiries and providing exceptional service
- Processed and followed up on vendor orders, ensuring timely resolution of issues
Team Member
Tim Hortons
03.2022 - 05.2023
- Delivered excellent customer service and maintained operational standards in a fast-paced environment
- Managed inventory transactions and quality control for stock
Australian Paraplanner (Financial Planning)
Valenta BPO
09.2019 - 09.2021
- Provided comprehensive support to financial advisors, including market research, insurance risk analysis, and investment strategies
- Prepared Statements of Advice (SOA) and Review of Advice (ROA), ensuring accuracy and compliance with regulations
- Conducted insurance quotes, superannuation, and risk assessments using financial tools such as Wealth Solver and Risk Researcher
- Analyzed client data, ensuring proper documentation and correct mathematical entries
- Assisted in auditing records and accounts, identifying areas of improvement and risk mitigation
Education
Graduate Certificate - Supply Chain Management Global
Conestoga College
Kitchener, ON04.2022
Master of Commerce -
Panjab University
India05.2019
Skills
- Insurance Risk Analysis & Compliance
- Customer Service & Relationship Management
- Call Handling & Front Desk Support
- Financial Reporting & Data Management
- Problem Solving & Investigative Skills
- Microsoft Office & Advanced Excel (VLOOKUP, Pivot Tables)
- Teamwork & Communication
Certification
QuickBooks Certified
Additional Information
Willing to obtain insurance adjuster’s license and pursue CIP courses., Legally entitled to work in Canada.
Languages
English
Full Professional
Timeline
Call Center Associate
Apolo Manufacturing Inc.
06.2023 - 08.2024
Team Member
Tim Hortons
03.2022 - 05.2023
Australian Paraplanner (Financial Planning)
Valenta BPO
09.2019 - 09.2021
Graduate Certificate - Supply Chain Management Global
Conestoga College
Master of Commerce -
Panjab University
QuickBooks Certified
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