NIYAMAT Kaur
Kelowna,BC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Agent
Western Financial Group
05.2024 - Current
- • Sell automobile, house and other types of insurance to clients
- • Establish client insurance coverage, calculate premiums, and establish
- method of payment
- • Provide information concerning group and individual insurance
- packages, the range of risk coverage, benefits paid and other policy
- features
- • Fluent in Epic transactions
- requirements are completed
- • Monitor insurance claims and respond to clients' enquiries
Office Administrator and Bookkeeper
Andy Dhillon CPA Ltd.
10.2022 - 10.2023
- Type and proofread correspondence, forms, and other documents
- Schedule and confirm appointments
- Greet people and direct them to contacts or service areas
- Determine and establish office procedure and routines
- Bookkeeping assistant and use quick books.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Data Entry
Guru Nanak Dev University
09.2018 - 02.2019
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Collaborated with data entry team to streamline workflows and ensure high-quality results.
Education
Computer Technician Programming - Computer Technology
Loyalist College
Toronto, ON08.2022
Skills
- Customer Service
- Licensed Insurance Agent ( Level 1 )
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Client Relations
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
- Licensed Insurance Agent - Fundamentals of Insurance Level 1 license.
Additional Information
I am currently working in West Kelowna, which has proven to be quite far from my home in Kelowna. The long commute has been challenging and has impacted my work-life balance. I am seeking a position closer to home to reduce travel time and be more efficient and focused in my professional role. This opportunity in Kelowna aligns perfectly with my career goals and personal circumstances, allowing me to contribute effectively while maintaining a better balance.
Timeline
Insurance Agent
Western Financial Group
05.2024 - Current
Office Administrator and Bookkeeper
Andy Dhillon CPA Ltd.
10.2022 - 10.2023
Data Entry
Guru Nanak Dev University
09.2018 - 02.2019
Computer Technician Programming - Computer Technology
Loyalist College
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