Nehal Upadhyay
Whitby
Summary
Experienced relationship manager with a successful track record in team building and client acquisition within the finance and telecommunications sectors. Demonstrates strategic planning abilities and meticulous attention to detail, resulting in improved compliance and increased sales. Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Overview
6
6
years of professional experience
Work History
Insurance Agent
Optima Communications
08.2024 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
- Streamlined renewal process, making it easier for clients to update and maintain their policies.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
Store Team Member
Tim Hortons
06.2022 - 10.2024
- Maintained general knowledge of departments to help customers quickly locate products and merchandise
- Interacted positively with team members and customers to promote commitment to organization's vision and values
- Organized and recovered shelves, put away returns and cleaned spills and messes to maintain high standards throughout the sales floor
- Communicated pleasantly and professionally when answering phones, two-way radio calls and making announcements over PA system
- Maintained guest-friendly environment to drive sales, repeat business and service
- Cleaned counter areas, floor and restrooms to meet safety and sanitation regulations
Support Executive
ASK EHS Engineering & Consultant
12.2020 - 04.2022
- Managed customer-facing FAQ and knowledgebase on media sources
- Captured customer feedback to communicate to superiors for ongoing improvement
- Coordinated priority of support work based on client and business needs
- Collaborated with quality assurance and R&D teams to facilitate support query resolution
- Maintained composure when faced with difficult customer situations
- Provided remote software services to correct reported issue
- Established and updated work schedules to account for changing staff levels and expected workloads
- Monitored employee and customer interactions to assess quality of service
- Facilitated smooth communication between sales executives and clients, ensuring timely responses to queries.
- Boosted sales performance by providing efficient administrative support to the sales team.
Junior Web Developer
WebOsmatic Inc.
01.2019 - 10.2020
- Developed and maintained responsive websites with HTML, CSS, PHP, JavaScript, and simple frameworks like Bootstrap.
- In order to ensure cross-browser compatibility and mobile responsiveness, I worked with senior engineers to construct and test web apps.
- Front-end technologies were used to implement UI elements and features from design mockups.
- Internal documentation for the codebase and functionality has been developed and maintained.
- To retrieve and present dynamic data, integrated APIs and fundamental backend services were used.
- To enhance page load speeds, basic performance testing and optimization were carried out.
- Developed technical skills by consistently learning new web development trends, technologies, and best practices.
- Developed page layouts and navigation tools that met or exceeded user expectations.
Education
Associate of Applied Science - Project Management in Information Technology
Canadore College of Applied Arts And Technology
Toronto, ON12-2023
Associate of Applied Science - Mobile Application Development
Canadore College of Applied Arts And Technology
Toronto, ON12-2022
Skills
- New client development
- Meticulous in task execution
- Risk mitigation strategies
- Client relationship management
- Effective team collaboration
- Risk management analysis
- Strategic customer consultation
- Fraud detection strategies
- Long-term planning
- Polite and respectful phone interactions
- Customer service excellence
- Assistance and problem-solving
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Insurance Agent
Optima Communications
08.2024 - Current
Store Team Member
Tim Hortons
06.2022 - 10.2024
Support Executive
ASK EHS Engineering & Consultant
12.2020 - 04.2022
Junior Web Developer
WebOsmatic Inc.
01.2019 - 10.2020
Associate of Applied Science - Project Management in Information Technology
Canadore College of Applied Arts And Technology
Associate of Applied Science - Mobile Application Development
Canadore College of Applied Arts And Technology
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