Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Poonam Vishwakarma

Poonam Vishwakarma

Brampton,ON

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

8
8
years of professional experience

Work History

Customer Service Specialist

Stellantis
06.2022 - Current
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Took payment information and other pertinent information such as addresses and phone numbers to place orders.
  • Complied with company policies and procedures by encouraging positive and effective work environment among all employees.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Answered average of 50 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information.
  • Collaborated with shipping department staff to facilitate smooth materials returns to correct vendors.

Business Development Manager

India First Life Insurance
01.2020 - 08.2021
  • Responsible for managing the Indiafirst life insurance regional Sales through the Bancassurance partner (Bank of Baroda).
  • Work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries.
  • Maintain cordial relationship across all ranks and files of the branch and resolve escalations within TATs
  • Support bank’s sales force in terms of activities like Joint sales calls to generate leads
  • Update branch manager on accurate records of referrals received from all constituents of the branch
  • Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered
  • Service branch customers for any query
  • Regular product training / refresher to the sales force of the branch
  • Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis
  • Drive productivity by right advising of health insurance solutions
  • Measure penetration across relationship manager, client base / branch base
  • Update Indiafirst life insurance lead management system
  • Engage in branch customer awareness program and explore every possible opportunity to bundle the life insurance proposition
  • Create mindshare across branch leadership tea
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Gross Written Premium – new, Gross Written Premium- renewal
  • Compliance & Audit adherence
  • Established relationships with key decision-makers within customer's organization to promote growth and retention.

Business Associate

Saffron Global Corp , Appco Group
05.2015 - 10.2019
  • Verified work aligned with service levels agreed and client requirements.
  • Applied core knowledge to effectively communicate sensitive or technical information while adhering to regulatory guidelines.
  • Reviewed invoices, payment requests, advance requests, expense reimbursements and proper coding, prior to approval.
  • Researched, analyzed and projected market data for potential markets.
  • Coached staff on daily performance and conducted evaluations to constructively address concerns.

Education

Post-Baccaleurate Diploma - Business Management

Cape Breton University
Sydney, NS
01.2023

Bachelor In Technology - Electrical And Computer Engineering Technology (Telecommunications And Networks Option)

Jawaharlal Nehru Technological University
Hyderabad
07.2015

Skills

  • Customer Service and Assistance
  • Customer Service
  • Customer Relations
  • Inputting Claims
  • Good Communication Skills
  • Process Optimization
  • Customer Relationship Management
  • Effective Written and Verbal Communication
  • Credit Card Applications
  • Issue and Complaint Resolution
  • Document and Records Management
  • Customer Information Databases

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Urdu
Native or Bilingual
Telugu
Native or Bilingual

Timeline

Customer Service Specialist

Stellantis
06.2022 - Current

Business Development Manager

India First Life Insurance
01.2020 - 08.2021

Business Associate

Saffron Global Corp , Appco Group
05.2015 - 10.2019

Post-Baccaleurate Diploma - Business Management

Cape Breton University

Bachelor In Technology - Electrical And Computer Engineering Technology (Telecommunications And Networks Option)

Jawaharlal Nehru Technological University
Poonam Vishwakarma