Mandeep Kaur
Summerside,Canada
Summary
Dedicated and detail-oriented financial services professional experience in client-facing roles within insurance environments. Proven ability to document and assess client financial needs, present tailored product recommendations, and support lending and administrative processes. Committed to maintaining accuracy, compliance, and service excellence in business. Strong communication, problem-solving, and organizational skills, with proficiency in Microsoft Office applications.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Advisor
TD Canada Trust
Saint John, NB
11.2024 - Current
- Delivered personalized insurance solutions aligned with clients’ financial needs.
- Completed regulatory paperwork, ensuring compliance and policy understanding.
- Utilized digital tools to enhance client engagement and experience.
- Supported branch revenue through cross-selling and upselling opportunities.
- Built strong client relationships and provided ongoing policy service and support.
Team Manager
IO Solutions
Summerside, PE
08.2022 - 09.2024
- Led team operations, task coordination, and performance reviews.
- Oversaw scheduling, resource management, and process optimization.
- Provided coaching and support, fostering team performance and morale.
- Maintained detailed schedules, monitored performance metrics, and delivered regular reports.
Customer Relations Associate (Remote)
HGS Canada
Brampton, ON
10.2021 - 04.2022
- Handled customer inquiries and issue resolution efficiently.
- Managed accurate data entry and maintained client satisfaction.
- Adapted quickly to a remote working environment, utilizing strong communication tools.
Education
Postgraduate Certificate - Business Administration
Georgian College
Barrie, ON08.2021
Bachelor of Commerce -
Punjabi University
Patiala, India04.2019
Skills
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Knowledge of financial compliance and confidentiality standards
- Time Management
- Ability to multitask
- Excellent written and verbal communication skills
- Experienced in building rapport with clients
- Experienced in managing confidential information
- Strong initiative
- Ability to adapt to shifting priorities and deadlines
Certification
- Investment Risk Management
- Business Analysis & Process Management
Timeline
Insurance Advisor
TD Canada Trust
11.2024 - Current
Team Manager
IO Solutions
08.2022 - 09.2024
Customer Relations Associate (Remote)
HGS Canada
10.2021 - 04.2022
Postgraduate Certificate - Business Administration
Georgian College
Bachelor of Commerce -
Punjabi University
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