Harvir Kaur
Hamilton,ON
Summary
Execution of customer-focused, business-aligned solutions for long-term success . Develop strategic alliances with organization leaders, providing direction, and adopting new technologies that foster innovation, create value, and drive change. Grow bottom line while spearheading operational improvements that increase productivity and reduce costs. Actively involved in building, motivating, and retaining cross-functional, high performing teams as a results-oriented, decisive leader. Strong Computer Proficiency and detail orientation of corporate software like Sales force, Wealth view, PCs, Microsoft Office (Excel, Word, and Outlook). More than 2 years experience in customer service.
Overview
1
1
year of professional experience
Work History
Insurance Representative
TD Canada
04.2024 - Current
- Manage renewals process for customer.
• Review and adjust customer policy to resolve customer conflicts.
• Responsible for re-write and reinstate customer policy.
• Collect payment from customer.
• Review home & auto policy for customer .
• Met all customer call guidelines including service level, handle time and productivity.
• Identify opportunities to up-sell and cross sell company product line.
• Help customer with temporary liability card, letter of experience and confirmation of insurance for home and auto.
• Suspend & reinstate coverage for customer.
• Provide all coverage detail to customer in simple language.
Customer Service Representative
INTUIT Turbo Tax
02.2023 - 03.2024
- Solving customer’s inquiries related to product and perform troubleshooting steps to tackle software related issues
- Resolve their issues by screen sharing through Glance and smart look Co Browse
- Always keep in mind to maintain privacy and security, never discuss confidential information over the phone
- Process Refund forms, checking license code status, and transferring calls directly to the Tax Expert
- Assisting customers to download Turbo tax desktop and activate purchase by putting the license code
- Giving suggestion which product version is best fit depending on their income and business
- Helping them to create an account and book an appointment with our Tax expert team
- Check on CRA websites to look for the correct industry codes of their businesses and resolving error code that prevent them to file taxes
- Provide best solution to their problems over the phone.
- Maintaining friendly and professional customer interactions at all times.
- Satisfying the needs of new and existing customers in an effort to maximize their experience with us and do Cold calling.
Education
Office Administration-Health Services -
Sheridan College
Mississauga, ON05.2024
Skills
- Strong organizational skill
- Ability to prioritize tasks, meet deadlines, and manage time efficiently
- Often serve as first point of contact for the organization, strong written and verbal communication skills
- Familiarity with office software like Microsoft Office, Word, Excel, PowerPoint, and ability to use email
- Efficient and accurate typing skill average above 98% accuracy for tasks like data entry and document preparation
- Maintaining accurate records and documents
- Being able to address unexpected challenges and finding solutions Often juggle multiple tasks at once
- Interacting with clients or customers and providing excellent customer service
- Adapt to changing circumstances and learn new processes or software quickly
- Commitment to maintaining confidentiality and handling sensitive information with care
- Ability to work well with colleagues and collaborate effectively in team environment
- Managing office supplies and resources, experience in resource management and cost-effective procurement
- Responsible for maintaining organized physical and digital files and records
- The ability to work well with colleagues and collaborate effectively in a team environment
- Managing office supplies and resources, experience in resource management and cost-effective procurement
- Responsible for maintaining organized physical and digital files and records
- The ability to work well with colleagues and collaborate effectively in a team environment
- Managing office supplies and resources, experience in resource management and cost-effective procurement
- Responsible for maintaining organized physical and digital files and records
- The ability to work well with colleagues and collaborate effectively in a team environment
- Managing office supplies and resources, experience in resource management and cost-effective procurement
- Responsible for maintaining organized physical and digital files and records
Timeline
Insurance Representative
TD Canada
04.2024 - Current
Customer Service Representative
INTUIT Turbo Tax
02.2023 - 03.2024
Office Administration-Health Services -
Sheridan College
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