Maria Patel
Markham,ON
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Successful and seasoned Insurance Advisor with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
5
5
years of professional experience
Work History
Insurance Advisor
Sonnet Insurance
08.2022 - Current
- Evaluated individual customer needs and financial situations to propose individualized policy recommendations.
- Promote new insurance contracts or suggest additions and changes to existing policies.
- Help with quotes and promoted products for building, contents and vehicle insurance.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Developed and implemented strategies to maximize customer satisfaction.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Utilized Salesforce to manage client relationships.
Technical Support Representative
Concentrix
04.2022 - 08.2022
- Managed high levels of call flow and responded to technical support needs.
- Used ticketing systems to manage and process support actions and requests.
- Installed and configured operating systems and applications.
- Researched and identified solutions to technical problems.
- Diagnosed and troubleshot hardware, software and network issues.
- Responded to customer inquiries and provided technical assistance over phone.
Customer Support Representative
Telus (Government of British Columbia)
02.2021 - 04.2022
- Recommended solutions to complex situations through research and critical thinking and escalated customer to supervisor for enhanced support.
- Participated in ongoing training to learn new products and enhance skills to optimize customer support delivery.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
- Coordinated timely responses to online customer communication and researched complex issues.
- Assisted call-in customers with questions.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Customer Service Representative
Vortex Restaurant Equipment
08.2020 - 01.2021
- Responded to customer requests for products, services and company information.
- Provided primary customer support to internal and external customers in fast-paced environment.
- Prepared a variety of different written communications, reports and documents to ensure smooth operations.
- Inventory control and order arrangements.
- Warranty and service call setup, communication with manufacturer to help customers with their issues.
Education
Post-Graduate Diploma - Social Media
Seneca College
Bachelor of Arts - Mass Media
M.K.S College Of Arts And Economics
OTL
No Degree - OTL Licensed
Insurance Institute
Toronto09-2022
Skills
- Customer follow-up
- Insurance product promotion
- Customer service
- Private insurance
- Negotiation abilities
- Licensed insurance agent
- Policy analysis
- Client needs analysis
- Insurance products
- Policy adjustment
- Insurance sales strategy
- Quotes and sales
- Email marketing
- Account management
- CRM software
- Property insurance
- Auto insurance
Languages
Hindi
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Advisor
Sonnet Insurance
08.2022 - Current
Technical Support Representative
Concentrix
04.2022 - 08.2022
Customer Support Representative
Telus (Government of British Columbia)
02.2021 - 04.2022
Customer Service Representative
Vortex Restaurant Equipment
08.2020 - 01.2021
Bachelor of Arts - Mass Media
M.K.S College Of Arts And Economics
Post-Graduate Diploma - Social Media
Seneca College
OTL
No Degree - OTL Licensed
Insurance Institute
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