Analytical Senior Account Analyst known for high productivity and efficient task completion. Possess specialized skills in financial analysis, risk assessment, and strategic account management. Excel in problem-solving, communication, and time management to deliver results and support organizational goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Account Analyst
Aviva Insurance Company of Canada
09.2022 - Current
Provided coaching sessions to enhance performance of account analysts
Enhanced billing workflows through strategic development
Enforcing and ensuring compliance with company policies and regulatory requirements
Managing client relationships and resolving escalated issues
Assisting underwriters and managers of other teams with complex billing inquiries
Collaborating with internal departments to achieve organizational goals.
Planned and executed regular team-building events as a member of social committee
Provided recommendations for improving existing processes to enhance efficiency and profitability.
Identified areas where additional training was needed among staff members to improve operational effectiveness.
Contributed to Pro Nav project development
Motivating pursuit of professional development aligned with agents' interests
Intermediate Account Analyst
Aviva Canada
Markham, Canada
10.2018 - 07.2021
Company Overview: Aviva Canada is a leading provider of insurance products and services
Resolving discrepancies between billed and paid receivables by effectively communicating with internal underwriting departments
Entering data accurately and navigating screens while speaking and typing
Responsible for providing excellent customer service to our clients/brokers/commercial clients/underwriters by answering billing inquiries in a professional, timely, and courteous manner
Supporting the Sales Centers and Insurance Branches with accepting and processing payments and maintaining billing of client policies
Aviva Canada is a leading provider of insurance products and services
Three-time recipient of Employee of The Month award
Billing Survey Superstar of The Month Award
Quality of a Honey Bee Award
Winner of customer operations Q4 2019 for Quality Assurance and Q1 2020 Take Ownership award
Featured in 2 Interviews on Aviva Monthly Newsletter showcasing my Career journey and contributions to the company
Account Manager/Client Services Representative
Givex
Toronto, Canada
03.2018 - 10.2018
Company Overview: Givex provides gift card and loyalty solutions for businesses
Responded to incoming telephone and emails which includes answering questions, timely troubleshooting resolution, and coordinating follow-ups
Assisted business clients to perform gift card transactions, reports, point of sale connectivity, password reset and terminal behavior, etc
Supported training of our clients and did daily system regression testing
Givex provides gift card and loyalty solutions for businesses
Inbound Customer Service/Technical Support Agent
CDS Global Canada
Markham, Canada
02.2016 - 02.2018
Company Overview: CDS Global Canada provides customer service and technical support solutions
Interacted with customers and provided them with assistance by answering questions, professionally addressing their complaints, and maintaining a secure and customer-friendly approach
Processed bill payments, helping clients to set up or update pre-authorized payments on their accounts and canceled payments when needed
Designated SME to coach new hires who lead by example
CDS Global Canada provides customer service and technical support solutions
Recipient of Award of Excellence
The employee of Month - January 2017
Customer Service Manager
Walmart Supercenter
Toronto, Canada
11.2012 - 07.2016
Company Overview: Walmart Supercenter is a multinational retail corporation that operates a chain of hypermarkets
Provided training and managed a team and achieved master card targets daily
Managed schedules and helped the team perform the duties according to standards
Operated and supervised the cash register and processed money, cheques, and credit/debit payments
Provided customer support by identifying customer needs and resolving complaints
Did Follow all front-end loss prevention policies and procedures
Walmart Supercenter is a multinational retail corporation that operates a chain of hypermarkets
Bank Teller
CIBC
Toronto, Canada
10.2013 - 10.2014
Company Overview: CIBC is a leading Canadian bank that provides various financial services
Created a positive client experience by understanding and meeting client needs quickly, professionally, and accurately
Identified new sales opportunities and made quality referrals to colleagues
Got a high score and excellent feedback on random customer satisfaction calls made by management
Exceeded in cash balancing and sales target every week
Did educate clients about using alternate channels to make daily banking easy and quick for them
CIBC is a leading Canadian bank that provides various financial services
Account Manager/Customer Service Associate
411.CA
, Canada
10.2011 - 07.2012
Company Overview: 411.CA is Canada's local search engine providing business listings and advertising services
Generated leads and increased profits of 411.ca by acquiring new business clients through different search engine optimization such as Google, Craigslist, Kijiji, HotFrog, etc
Identified and discussed advertising needs with managers and business owners and designed proposals based on their needs assessment
Set up email accounts for small home-based businesses such as Cooks, and tailors who had a hard time setting up their email accounts
Processed customer payments online and sent them confirmation via email
411.CA is Canada's local search engine providing business listings and advertising services
Customer Service Agent/Sales
Innovative Vision Marketing
Toronto, Canada
03.2009 - 10.2011
Company Overview: Innovative Vision Marketing specializes in customer service and sales solutions
Handled a high volume of calls in a fast-paced environment
Achieved individual goals through Inbound and Outbound solicitation of supplied leads, customer relationship development, and selling techniques
Provided superior customer service and work quality while demonstrating attention to detail and innovation in resolving problems
Conducted surveys to obtain information about potential customers
Innovative Vision Marketing specializes in customer service and sales solutions
Skills
Supervision/Management
Multitasking
Organization and detail orientation
Coaching/Telephone Etiquette
Analytical research
Adaptability and Flexibility
Interpersonal Communication
Written Communication
Quality Evaluation
References
Available upon request
Certification
Pursuing CIP since September 2023
Accomplishments
Three-time recipient of Employee of The Month award
Billing Survey Superstar of The Month Award
Quality of a Honey Bee Award
Winner of customer operations Q4 2019 for Quality Assurance and Q1 2020 Take Ownership award
Featured in 2 Interviews on Aviva Monthly Newsletter showcasing my Career journey and contributions to the company