Prasanja Yonzon
VANCOUVER,British Columbia
Summary
Dedicated and customer-focused professional with a diverse background in office assistance, accounting, cashiering, and life insurance advising. Moreover, organized and motivated to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Life Insurance Advisor
Royal Insurance Corporation Of Bhutan Limited
THIMPHU, BHUTAN
01.2019 - 10.2023
- Developed customized presentations that demonstrated the benefits of life insurance policies.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Developed prospects from current commercial customers, referral leads or sales or trade meetings.
- Prepared monthly progress reports detailing sales activity and customer feedback.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Conducted market research to identify potential new products for clients.
Accountant
ROYAL INSURANCE CORPORATION OF BHUTAN LIMITED
WANGDUEPHODRANG, BHUTAN
04.2014 - 12.2018
- Monitored cash flows and prepared weekly cash projections.
- Ensured that internal controls are maintained throughout all areas of responsibility.
- Wrote reports, authored papers and organized supporting documentation.
- Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
- Collaborated with cross-functional teams to ensure effective communication between finance department activities and operations.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Delivered superior level of customer service to small business clients.
- Calculated and prepared checks for utilities, taxes and other payments.
Office Assistant
YANG BUILDING MATERIALS
WANGDUEPHODRANG, BHUTAN
07.2013 - 11.2013
- Communicated with customers, employees and vendors to answer questions and address complaints.
- Sorted and distributed incoming mail, dispersing to appropriate departments and personnel.
- Operated photocopiers and scanners, facsimile machines and personal computers.
- Checked office supply levels, anticipated needs and placed orders for appropriate stock levels.
- Greeted visitors, determined their needs and directed them to the appropriate personnel.
- Scheduled meetings and coordinated materials to be distributed to attendees.
Education
B.COM HONORS IN ACCOUNTANCY - Accounting
NORTH BENGAL UNIVERSITY
KALIMPONG, INDIA04-2013
Skills
- Customer Service
- Active Listening
- Ethical Conduct
- Analytical Skills
- Financial Skills
- Adaptability
- Office Administration
- MS Office Suite
- Complex Problem-Solving
- Time Management Skills
Certification
- Advanced Foundation Course In Life Insurance: 21 June, 2014
- Executive Program In Life Insurance: 28 March, 2015
- Essentials of Group Insurance, Annuities and Life Insurance: 1 April, 2017
Timeline
Life Insurance Advisor
Royal Insurance Corporation Of Bhutan Limited
01.2019 - 10.2023
Accountant
ROYAL INSURANCE CORPORATION OF BHUTAN LIMITED
04.2014 - 12.2018
Office Assistant
YANG BUILDING MATERIALS
07.2013 - 11.2013
B.COM HONORS IN ACCOUNTANCY - Accounting
NORTH BENGAL UNIVERSITY
- Advanced Foundation Course In Life Insurance: 21 June, 2014
- Executive Program In Life Insurance: 28 March, 2015
- Essentials of Group Insurance, Annuities and Life Insurance: 1 April, 2017
Similar Profiles
Jamyang SherabJamyang Sherab
Civil Engineer/Assistant Manager at Royal Insurance Corporation of Bhutan LimitedCivil Engineer/Assistant Manager at Royal Insurance Corporation of Bhutan Limited
Phub DorjiPhub Dorji
Business Analyst at Druk Holding and Investment LimitedBusiness Analyst at Druk Holding and Investment Limited
Sangay DorjiSangay Dorji
Senior Engineer at Bhutan Power Corporation LimitedSenior Engineer at Bhutan Power Corporation Limited