MEHARTAJ BEDI
Airdrie
Summary
Experienced Insurance Account Representative with strong background in customer service and account management. Skilled in initiative and problem-solving, creative thinking, and effective communication. Adept at building and maintaining relationships with clients. Completed a Business Administration Diploma from Bow Valley College, Calgary. Seeking a position in your organization to utilize my skills and contribute to the success of an organization. Committed to delivering exceptional service and achieving client satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Account Representative
Desjardins Insurance
01.2019 - Current
- Provided excellent customer service and addressed inquiries and concerns.
- Managed insurance accounts and recommended appropriate coverage options.
- Resolved customer issues and ensured customer satisfaction.
- Helped clients with Initial Claims process and Confirmed coverages.
- Maintained confidentiality in handling sensitive customer information.
- Managed account renewals and collaborated with underwriters for policy processing.
- Utilized strong communication skills to effectively communicate with clients.
- Ensured compliance with insurance regulations and company policies.
Supervisor
Tim Hortons
10.2015 - 01.2019
- Managed a team and ensured smooth operations.
- Motivated and guided team members to deliver high-quality customer service.
- Trained new employees and monitored performance.
- Handled customer inquiries and resolved issues in a satisfactory manner.
- Ensured compliance with company policies and standards.
- Managed inventory and maintained cleanliness and organization of the store.
Education
Business Admin Diploma - General Business
Bow Valley College
Calgary, AB06.2017
High School Diploma -
Yadavindra Public School
Punjab, India03.2015
Skills
- Insurance
- Customer service
- Account management
- Problem-solving
- Effective communication
- Confidentiality
- Claims processing
- Insurance products
- Underwriting
- Communication skills
- Life insurance sales
Certification
- General Level 1
- LLQP
LANGUAGES
English
Punjabi
Hindi
Timeline
Insurance Account Representative
Desjardins Insurance
01.2019 - Current
Supervisor
Tim Hortons
10.2015 - 01.2019
Business Admin Diploma - General Business
Bow Valley College
High School Diploma -
Yadavindra Public School
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