Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Languages
Personal Information
Hobbies and Interests
Projects
Timeline
Generic

Manpreet Walia

Halifax,Canada

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

Subject Matter Expert

Splunk
09.2020 - Current
  • Coach frontline CSR team by answering questions and providing guidance on challenging customer situations
  • Occasional training and Hosting meetings with Senior leads, and frontline agents
  • Work with the senior change management team, help them initiating a new change and create business change SLA's.

Insurance Advisor

WFG, World Financial Group
01.2020 - 04.2024
  • Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
  • Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.

Customer Service Representative

Manulife
08.2023 - 10.2023
  • Enhanced customer satisfaction by providing accurate and timely information on health insurance policies and benefits.
  • Achieved consistent high levels of customer satisfaction through empathetic listening and problem-solving skills when addressing concerns or disputes.
  • Provided ongoing support to clients throughout their policy tenure, addressing any concerns or changes in coverage requirements promptly and professionally.
  • Increased overall efficiency by streamlining administrative processes related to filing claims paperwork and managing databases containing vital client information.

Customer Success Specialist

Riva
03.2022 - 01.2023
  • Upon training, lead customer account onboarding, training, and solution configuration
  • Demonstrated and oriented customers with best practices in mobile work process automation using industry-specific master accounts
  • Gather, document, and verify customer requirements using detailed meeting notes and actions
  • Stayed on top of each assigned customer account, and expand the radius of internal contacts and connections.

Technical Support Specialist

Best Buy
06.2018 - 12.2019
  • Improved customer satisfaction by efficiently resolving technical issues and providing timely support.
  • Troubleshot networking issues including connectivity problems, slow speeds, or complete outages effectively restoring service functionality promptly.
  • Resolved 40 technical support inquiries per day.
  • Documented support interactions for future reference.

Education

CS50's Introduction to computer science -

HarvardX - edx.org

Computer Engineering Technician -

Niagara college
05.2018

Skills

  • Strong Communication skills
  • Customer Service
  • Attention to detail
  • Rapport building
  • Effective active listening
  • Salesforce
  • Time management
  • Empathy
  • Negotiation
  • Public Speaker
  • Creativity
  • Team Player
  • Planning
  • Problem-Solving
  • Technical and non-technical communication
  • Insurance product knowledge
  • Data Interpretation
  • Goal-oriented mindset

Websites

Certification

  • Splunk Enterprise System Administrator
  • Splunk Customer Success Manager Part 1
  • AWS cloud practitioner
  • Microsoft Excel Specialization
  • Certified Canadian Retirement Planner
  • Certified LLQP financial analyst

Accomplishments

  • Vice-President of Public Relations - Toastmaster, 07/2021, 12/2021
  • Secretary - Toastmaster, 01/2021, 06/2021

Languages

English
Native or Bilingual
Hindi
Native or Bilingual

Personal Information

Title: Subject Matter Expert

Hobbies and Interests

  • Information and Technology
  • Sales
  • Financial Advising
  • Customer Service

Projects

  • Public Speaker - Toastmaster (Dynamic Leadership), 08/2020, 01/2023, Saint Marry University, Halifax with completed Level 4.
  • Founder of SuccessBox, 09/2019, Present,
  • Python Django Web application Deployed application on Heroku server

Timeline

Customer Service Representative

Manulife
08.2023 - 10.2023

Customer Success Specialist

Riva
03.2022 - 01.2023

Subject Matter Expert

Splunk
09.2020 - Current

Insurance Advisor

WFG, World Financial Group
01.2020 - 04.2024

Technical Support Specialist

Best Buy
06.2018 - 12.2019

CS50's Introduction to computer science -

HarvardX - edx.org

Computer Engineering Technician -

Niagara college

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Manpreet Walia